Real-time
Two-way sync
Changes in Affinity or Salesmate instantly reflect in both systems. No stale data, no manual imports.
CRM
Affinity to Salesmate integration — real-time, two-way sync
Keep Affinity and Salesmate 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
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Affinity and Salesmate
Run Affinity and Salesmate side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Notes, Interactions, Reminders, Lists in Affinity with Products, Notes, Users, Contacts in Salesmate in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- 01 Push enrichment data computed elsewhere into Affinity field values on list entries.
- 02 Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
- 03 Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
- 04 Hand off won deals to invoicing or accounting tools automatically.
Common sync patterns
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
What you can sync between Affinity and Salesmate
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.
| Affinity objects | Salesmate objects | How this pairing syncs | |
|---|---|---|---|
| Notes Meeting and call notes synced for record-keeping in other systems. | Notes Free-text records synced for context in support or success tools. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. | Users Team member records used for ownership mapping. | List Entries is specific to Affinity and Users to Salesmate — each maps to any object or custom field on the other side. | |
| Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. | Contacts Person records synced with marketing tools and enrichment databases. | Persons is specific to Affinity and Contacts to Salesmate — each maps to any object or custom field on the other side. | |
| Organizations Company records matched to accounts in other systems by domain. | Companies Organization records linked to contacts and deals. | Organizations is specific to Affinity and Companies to Salesmate — each maps to any object or custom field on the other side. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Deals Pipeline opportunities with stage and value, synced out for revenue reporting. | Opportunities is specific to Affinity and Deals to Salesmate — each maps to any object or custom field on the other side. | |
| Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. | Activities Calls, emails, and tasks logged against records and exported for analytics. | Field Values is specific to Affinity and Activities to Salesmate — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Salesmate
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.
Affinity Salesmate Sub-second propagation
DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.
DeliveryEach detected change is written to Salesmate through its API, with automatic retries and rate-limit backoff.
Salesmate Affinity Sub-second propagation
DetectionSalesmate notifies Stacksync of record changes through webhook events. Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback.
DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Affinity: Subject to the platform's published API rate limits.
- Salesmate: Subject to the platform's API rate limits.
What ships with Affinity ⇄ Salesmate
Connect Affinity and Salesmate for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Salesmate connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Salesmate 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 Affinity or Salesmate record.
Observability
Monitoring
Track your Affinity ⇄ Salesmate sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Affinity and Salesmate.
How the Affinity and Salesmate connectors work
Affinity
- Integration surface
- REST API
- Authentication
- API key
- Change detection
- Webhook subscriptions for record events, supplemented by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits
Salesmate
- Integration surface
- REST API
- Authentication
- Access token (API key) sent as a request header
- Change detection
- Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Affinity to Salesmate — 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.
- 01
Connect your apps
Authenticate Affinity and Salesmate with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Salesmate
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Salesmate 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.
objects · Affinity ⇄ SalesmateCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Affinity SalesmateCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Salesmate integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Salesmate: authenticate both systems, choose the objects to sync (such as Affinity's Notes and List Entries), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Affinity and Salesmate: Divisional or regional split; Where both track pipeline: deal visibility across systems; Post-acquisition consolidation. Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
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Affinity: REST API. Authentication: API key. Salesmate: REST API. Authentication: Access token (API key) sent as a request header. Stacksync manages authentication, retries, and rate limits on both sides.
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Affinity: Affinity captures email and calendar interactions automatically, so much of its activity data is generated rather than manually entered. Salesmate: It exposes a REST API and automation-driven webhooks; exact endpoints and limits are subject to the platform's current API documentation. Stacksync's field mapping accounts for these differences between Affinity and Salesmate without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Affinity and Salesmate records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Affinity and Salesmate connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Affinity–Salesmate integration in-house.
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
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