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Business productivity ⇄ CRM

Agiloft to SAP Sales Cloud integration — real-time, two-way sync

Keep Agiloft and SAP Sales Cloud in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Agiloft and SAP Sales Cloud

Sync what happens in Agiloft with the customer records in SAP Sales Cloud, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Agiloft holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Tasks, Clause Library, Custom tables, Contracts in Agiloft to Opportunities, Sales Quotes, Sales Orders, Activities in SAP Sales Cloud with bi-directional, real-time sync. Activity and record changes in Agiloft update the matching contact or account in SAP Sales Cloud, and CRM data flows the other way wherever Agiloft can store and use it.

Common use cases

  • 01 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 02 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.
  • 03 Write leads captured in web forms or enrichment pipelines directly into the CRM.
  • 04 Bi-directional account and contact sync between SAP Sales Cloud and S/4HANA or a Postgres MDM layer so front and back office share one customer master.

Common sync patterns

Where Agiloft can store CRM context: fields kept current

Owner, lifecycle stage, or account details from SAP Sales Cloud sync into Agiloft, so people working there have the context without switching tools.

Where Agiloft supplies contact or company data

Enriched fields land directly on records in SAP Sales Cloud, and refreshes keep them from going stale.

Where Agiloft processes payments

Charges, refunds, and subscription changes appear on the account in SAP Sales Cloud, so revenue context lives with the relationship.

What you can sync between Agiloft and SAP Sales Cloud

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.

Agiloft objects SAP Sales Cloud objects How this pairing syncs
Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. Leads Inbound prospect records written from marketing systems and web forms. Clause Library is specific to Agiloft and Leads to SAP Sales Cloud — each maps to any object or custom field on the other side.
Custom tables Agiloft is a no-code platform, so any customer-built table (NDAs, SOWs, vendor risk, renewals) exposes the same REST and SOAP CRUD and syncs like the standard CLM tables. Opportunities Pipeline records read for forecasting and warehouse reporting. Custom tables is specific to Agiloft and Opportunities to SAP Sales Cloud — each maps to any object or custom field on the other side.
Contracts The core table holding contract records with value, key dates, status, type, and linked parties; created and updated two-way so contract data moves between Agiloft and a database, ERP, or CRM. Sales Quotes Quote documents often priced against ERP data and synced for order conversion. Contracts is specific to Agiloft and Sales Quotes to SAP Sales Cloud — each maps to any object or custom field on the other side.
Companies Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP. Sales Orders Order records exchanged with S/4HANA or ECC in lead-to-cash flows. Companies is specific to Agiloft and Sales Orders to SAP Sales Cloud — each maps to any object or custom field on the other side.
People Parent table for individuals, split into Employees (internal users) and Contacts (external company contacts); synced to map signers, approvers, and account owners to CRM or HR records. Activities Appointments, tasks, and calls exported for engagement reporting. People is specific to Agiloft and Activities to SAP Sales Cloud — each maps to any object or custom field on the other side.
Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. Products Sellable item records typically mastered in the ERP and synced in. Attachments is specific to Agiloft and Products to SAP Sales Cloud — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and SAP Sales Cloud

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.

Agiloft SAP Sales Cloud Sub-second propagation

DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.

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

SAP Sales Cloud Agiloft Sub-second propagation

DetectionSAP Sales Cloud notifies Stacksync of record changes through webhook events. Polling on last-changed timestamps.

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

Rate-limit considerations

  • Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
What ships with Agiloft ⇄ SAP Sales Cloud

Connect Agiloft and SAP Sales Cloud for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–SAP Sales Cloud connection.

Real-time

Two-way sync

Changes in Agiloft or SAP Sales Cloud instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or SAP Sales Cloud 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 Agiloft or SAP Sales Cloud record.

Observability

Monitoring

Track your Agiloft ⇄ SAP Sales Cloud sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Agiloft and SAP Sales Cloud.

How the Agiloft and SAP Sales Cloud connectors work

Agiloft

Integration surface
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

SAP Sales Cloud

Integration surface
OData API (v2) plus SOAP web services
Authentication
Basic auth or OAuth 2.0 (SAML bearer assertion)
Change detection
Polling on last-changed timestamps; event notifications can push change signals to an external endpoint
Capabilities
read · write · webhooks
How it works

How to connect Agiloft to SAP Sales Cloud — 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 Agiloft and SAP Sales Cloud 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
    Agiloft connected
    SAP Sales Cloud connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and SAP Sales Cloud 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 · Agiloft ⇄ SAP Sales Cloud
    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
    Agiloft SAP Sales Cloud
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Agiloft and SAP Sales Cloud 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.

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DPF US-EU-UK-CH
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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

Related integrations

Every pair below is a real-time, two-way sync. Search all 420 integrations available for Agiloft and SAP Sales Cloud.

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