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Security and identity ⇄ CRM

Active Directory to Vitally integration — real-time, two-way sync

Keep Active Directory and Vitally in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • 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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Migrated from MuleSoft
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Migrated from Matillion
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Migrated from Fivetran
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Why teams connect Active Directory and Vitally

Keep the people Vitally and Active Directory both track in agreement in real time: the internal users who own records in Vitally, and the customer login accounts in Active Directory.

A CRM and an identity system usually describe different populations. Vitally tracks customers, contacts, and the deals in motion; Active Directory governs who is allowed to sign in and what they can reach. Where the two meet is people. The reps who own records in Vitally are the same employees Active Directory provisions and disables, and when Active Directory also runs the login accounts for your product, the customers in Vitally are the same users Active Directory authenticates. Left unconnected, a departure in Active Directory leaves stale ownership sitting in Vitally, and a signup in Active Directory never reaches the account it belongs to.

Stacksync syncs Conversation, NPS Response, Custom Trait, Account in Vitally with Group memberships, Devices, Directory roles, Service principals & applications in Active Directory in real time and in both directions, matching on email or an external ID and mapping field by field. You decide which system owns which fields, and new users, role and group changes, deactivations, and account status move within seconds instead of waiting on a quarterly access review or a manual export.

Common use cases

  • 01 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 02 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 03 Read Users, Groups, and directoryRole assignments into a warehouse for periodic access reviews and SOC 2 audit evidence.
  • 04 Keep security-group memberships aligned with application entitlement tables so access reflects the right teams as they change.

Common sync patterns

Where Active Directory runs customer login accounts: identity on the customer record

Signup, account status, multi-factor enrollment, and last-login from Active Directory land on the matching contact or account in Vitally, so go-to-market teams see who has actually activated and who has gone dormant.

Group and entitlement membership as CRM fields

Membership of a directory group or an entitlement in Active Directory maps to fields in Vitally, such as product tier, plan, or internal team, so segmentation reflects real access rather than a manual guess.

Where a closed deal should provision access: Vitally drives Active Directory

A won or activated customer in Vitally can create or update the corresponding user or account in Active Directory, so provisioning starts from the CRM record instead of a separate ticket.

What you can sync between Active Directory and Vitally

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Active Directory objects Vitally objects How this pairing syncs
Users User accounts in Entra ID and on-prem AD DS; synced two-way to create, update attributes, and enable or disable accounts. User End users tied to accounts, including activity and custom traits. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Groups Security and Microsoft 365 groups; synced two-way including name, type, and owner, with membership tracked separately. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Groups is specific to Active Directory and Account to Vitally — each maps to any object or custom field on the other side.
Group memberships Member and owner links between users and groups; membership add/remove changes are surfaced by delta query. Organization Parent organizations for hierarchical B2B account structures. Group memberships is specific to Active Directory and Organization to Vitally — each maps to any object or custom field on the other side.
Devices Registered and joined device objects; typically read into a database for inventory and compliance reporting. Task CS tasks and follow-ups, readable and writable for workflow sync. Devices is specific to Active Directory and Task to Vitally — each maps to any object or custom field on the other side.
Directory roles Admin role assignments (directoryRole); read for access reviews and least-privilege governance. Note Account and user notes captured by success teams. Directory roles is specific to Active Directory and Note to Vitally — each maps to any object or custom field on the other side.
Service principals & applications App registrations and enterprise apps; read-mostly for entitlement and license inventory. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Service principals & applications is specific to Active Directory and Conversation to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Active Directory and Vitally

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Active Directory Vitally Sub-second propagation

DetectionActive Directory notifies Stacksync of record changes through webhook events. Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers.

DeliveryEach detected change is written to Vitally through its API, with automatic retries and rate-limit backoff.

Vitally Active Directory Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

DeliveryEach detected change is written to Active Directory through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Active Directory: Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Active Directory ⇄ Vitally

Connect Active Directory and Vitally for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Active Directory or Vitally instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Active Directory or 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 Active Directory or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Active Directory and Vitally.

How the Active Directory and Vitally connectors work

Active Directory

Integration surface
Microsoft Graph REST API (Entra ID / cloud) and LDAP/LDAPS (on-premises AD DS)
Authentication
OAuth 2.0 via the Microsoft identity platform — an app registration with application or delegated permissions (e.g. User.ReadWrite.All, Group.ReadWrite.All) and admin consent; on-prem AD DS uses a bound service account over LDAPS.
Change detection
Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers; on-prem AD DS uses the DirSync control and uSNChanged polling.
Capabilities
read · write · webhooks
Rate limits
Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.

Vitally

Integration surface
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
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

How to connect Active Directory to Vitally — three steps, no code

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 Active Directory and Vitally with each platform's 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
    Active Directory connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Active Directory and Vitally objects to sync — Stacksync auto-detects both schemas, 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 · Active Directory ⇄ 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
    Active Directory Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Active Directory and Vitally integration FAQ

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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 409 integrations available for Active Directory and Vitally.

Popular · 7 of 409
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