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CRM

Connect Vitally to any app with two-way sync.

Two-way sync Vitally across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Object catalog

What Stacksync syncs in Vitally.

These objects sync between Vitally and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Vitally exposes them.

Account
Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API.
User
End users tied to accounts, including activity and custom traits.
Organization
Parent organizations for hierarchical B2B account structures.
Task
CS tasks and follow-ups, readable and writable for workflow sync.
Note
Account and user notes captured by success teams.
Conversation
Customer conversations logged in Vitally; activity objects include parent object details in the payload.
NPS Response
NPS survey responses for account-health reporting.
Custom Trait
Custom account and user traits for segmentation.
API surface

How Stacksync connects to Vitally.

The connector runs on Vitally's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Not available
  • Webhooks Supported
What ships with Vitally

Connect Vitally for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Two-way sync

Changes in Vitally instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Vitally data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Vitally record.

Observability

Monitoring

Track your Vitally sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Vitally connector.

Vitally is bought by customer success operations and CS leadership at B2B SaaS companies to unify account health, product usage, and CS workflows. It sits downstream of the CRM, billing, and product analytics, and its value depends on that inbound data staying fresh. Its own gravity is CS work product: health context, Tasks, Notes, Conversations, and NPS Responses that the rest of the go-to-market stack rarely sees.

  • Customer success operations
  • RevOps
  • Data engineering
  • CS leadership

  1. Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.

  2. Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.

  3. Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.

  4. Keep CS tasks and notes aligned between Vitally and ticketing or project tools.

  5. Two-way sync of Accounts and Organizations with the CRM so account ownership, lifecycle stage, and renewal fields match in both systems.

  6. Push Custom Traits and Users from a warehouse into Vitally so health scoring runs on current product usage and entitlement data.

All Vitally integrations

Pick the system you need to keep in sync with Vitally. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 39

ERP · 47

Database · 45

Data warehouse · 30

Business productivity · 27

Accounting and finance · 8

How it works

Set up Vitally in minutes, without APIs.

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Vitally with its native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Vitally objects to sync — Stacksync auto-detects the schema, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Vitally
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Vitally database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Vitally connector FAQ

What can I sync with the Vitally connector?

Vitally's core objects — Account, User, Organization, Task and custom fields — can sync with any of 196 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Vitally?

Via REST API with cursor-based pagination (sortable by createdAt/updatedAt), authenticated with API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable. Changes are detected as follows — incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Vitally connector two-way?

Yes. Changes made in Vitally propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does a Vitally integration take to set up?

Most Vitally integrations go live in minutes: authenticate Vitally and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Vitally data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Vitally data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more
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