Real-time
Two-way sync
Changes in Attio or Servicemax instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Attio to Servicemax integration — real-time, two-way sync
Keep Attio and Servicemax 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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Why teams connect Attio and Servicemax
Sync what happens in Servicemax with the customer records in Attio, 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 Servicemax 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 Installed Products, Service Contracts, Stock History, Accounts in Servicemax to Deals, Workspaces, Custom objects, People in Attio with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Attio, and CRM data flows the other way wherever Servicemax can store and use it.
Common use cases
- 01 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
- 02 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
- 03 Write product usage and enrichment data into Attio attributes so GTM teams work from live account signals.
- 04 Keep Attio aligned with a billing system or ERP on customer records and plan status.
Common sync patterns
Where Servicemax processes payments
Charges, refunds, and subscription changes appear on the account in Attio, so revenue context lives with the relationship.
Where Servicemax can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Attio sync into Servicemax, so people working there have the context without switching tools.
Where Servicemax supplies contact or company data
Enriched fields land directly on records in Attio, and refreshes keep them from going stale.
What you can sync between Attio and Servicemax
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.
| Attio objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Users Synced with incremental and full sync per the Stacksync docs. | Work Details SVMXC__Service_Order_Line__c; line items on a Work Order for labor, parts used, and expenses; read out for billing or written back with usage. | Users is specific to Attio and Work Details to Servicemax — each maps to any object or custom field on the other side. | |
| Deals Pipeline records; read out for revenue reporting and written to from automation. | Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Deals is specific to Attio and Installed Products to Servicemax — each maps to any object or custom field on the other side. | |
| Workspaces Synced with incremental and full sync per the Stacksync docs. | Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | Workspaces is specific to Attio and Service Contracts to Servicemax — each maps to any object or custom field on the other side. | |
| Custom objects Workspace-defined objects that behave like standard ones in the API. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Custom objects is specific to Attio and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| People Standard person object; synced with marketing tools and warehouse person tables. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | People is specific to Attio and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Companies Standard company object; matched to billing and product accounts in two-way syncs. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Companies is specific to Attio and Contacts to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Attio and Servicemax
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.
Attio Servicemax Sub-second propagation
DetectionAttio notifies Stacksync of record changes through webhook events. Webhooks on record and list-entry events, with polling as a fallback.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Attio Sub-second propagation
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
DeliveryEach detected change is written to Attio through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Attio: Subject to the platform's published API rate limits.
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Attio ⇄ Servicemax
Connect Attio and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Attio–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Attio or Servicemax 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 Attio or Servicemax record.
Observability
Monitoring
Track your Attio ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Attio and Servicemax.
How the Attio and Servicemax connectors work
Attio
- Integration surface
- REST API
- Authentication
- Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
- Change detection
- Webhooks on record and list-entry events, with polling as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits.
Servicemax
- Integration surface
- Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
- Authentication
- Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
- Change detection
- Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
- Capabilities
- read · write · CDC
- Rate limits
- Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works
How to connect Attio to Servicemax — 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 Attio and Servicemax with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Attio
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Attio and Servicemax 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 · Attio ⇄ ServicemaxCustomers 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.
Attio ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Attio and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Attio and Servicemax: authenticate both systems, choose the objects to sync (such as Attio's Users and Deals), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Attio and Servicemax: Where Servicemax processes payments; Where Servicemax can store CRM context: fields kept current; Where Servicemax supplies contact or company data. Charges, refunds, and subscription changes appear on the account in Attio, so revenue context lives with the relationship.
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Attio: REST API. Authentication: Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key). Servicemax: Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform). Authentication: Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects. Stacksync manages authentication, retries, and rate limits on both sides.
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Servicemax: Custom SVMXC__ objects and fields must be visible and writable to the connecting Salesforce profile via field-level security and object permissions. Attio: Records are distinct from list entries; the same company can appear in multiple lists with list-specific attribute values, which a faithful sync replicates separately. Stacksync's field mapping accounts for these differences between Attio and Servicemax 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 Attio and Servicemax 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 Attio and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Attio–Servicemax 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
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 535 integrations available for Attio and Servicemax.
Popular · 8 of 535
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Attio ⇄ BetterContact -
Attio ⇄ Agiloft -
Attio ⇄ Gainsight -
Attio ⇄ Ironclad -
Servicemax ⇄ Zoho SalesIQ -
Servicemax ⇄ ZoomInfo -
Servicemax ⇄ Vitally -
Servicemax ⇄ DealCloud
No integrations match .
