


A mid-market financial services company (50-500 employees) synced millions of records daily, but Heroku Connect hit API limits every morning. Critical deal flow, portfolio management, and investment data failed, workflows were delayed, and support tickets surged when states fell out of sync.
Switching to an event-driven sync engine aligned Salesforce, Attio, proprietary databases, Postgres in real time with sub-second accuracy.
Engineering teams interacted with CRM data via SQL while RevOps automated workflows without touching API code.
They eliminated nearly all integration maintenance, stabilized operations, and achieved complete investment target visibility.
1. Audit Salesforce, Attio, proprietary databases, Postgres objects and data models
2. Identify high-volume, high-frequency sync workflows for deal flow, portfolio management, and investment data
3. Design relational mappings for large event streams (50,000 to 10M+ records)
4. Implement adaptive rate-limiting and event routing
5. Run parallel syncs with production-grade validation
6. Use rollback, retries, and safe-migration staging patterns