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Accounting and finance ⇄ CRM

Braintree to Salesloft integration — real-time, two-way sync

Keep Braintree and Salesloft 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 Braintree and Salesloft

Sync customers, invoices, and payment status between Braintree and Salesloft in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Salesloft knows the relationship: who the contacts are and what is in motion with the account. Braintree knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Subscriptions, Plans, Disputes, Add-ons and Discounts in Braintree to Custom Fields, People, Accounts, Cadences in Salesloft with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Create and update Customers and Subscriptions from a CRM or billing app when a deal closes or a plan changes, writing back to Braintree.
  • 02 Push Dispute (chargeback) records into a ticketing tool or database so ops teams track evidence deadlines and win rates.
  • 03 Keep person and account custom fields populated from an enrichment pipeline for personalization tokens.
  • 04 Reconcile ownership by syncing user assignments between the CRM and Salesloft.

Common sync patterns

Collections with context

Finance sees the account owner and relationship history from Salesloft when chasing a balance, and sales sees that the chase is happening.

Where Salesloft tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Braintree with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Braintree appears on the account in Salesloft, so reps see overdue balances before they promise the next order.

What you can sync between Braintree and Salesloft

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.

Braintree objects Salesloft objects How this pairing syncs
Transactions Sales, refunds, and credits; created through the API but immutable after that (only void/refund/settle transitions), so syncs treat them as append-only with status changes. Emails Sent and received email activity with engagement metadata, synced out for analytics. Transactions is specific to Braintree and Emails to Salesloft — each maps to any object or custom field on the other side.
Payment Methods Tokenized credit cards, PayPal accounts, and other instruments stored in the Vault against a Customer; only tokens, last-four, and expiry are exposed, never raw PAN. Calls Logged call activity with dispositions and recordings metadata. Payment Methods is specific to Braintree and Calls to Salesloft — each maps to any object or custom field on the other side.
Subscriptions Recurring billing agreements tied to a Plan and a Payment Method; created, updated, and canceled via the API and emitting webhooks on every lifecycle change. Tasks Rep to-dos created and completed within cadences. Subscriptions is specific to Braintree and Tasks to Salesloft — each maps to any object or custom field on the other side.
Plans Recurring billing plans (price, billing cycle) configured in the Control Panel; readable through the API but not creatable, so they sync one-way. Meetings Booked meeting records tied to people and users. Plans is specific to Braintree and Meetings to Salesloft — each maps to any object or custom field on the other side.
Disputes Chargebacks with evidence and deadlines; ops teams can respond and add evidence via the API, and dispute webhooks push status changes to downstream tools. Users Seller records used for ownership mapping and activity attribution. Disputes is specific to Braintree and Users to Salesloft — each maps to any object or custom field on the other side.
Add-ons and Discounts Modifiers applied to Subscriptions; defined in the Control Panel and read alongside subscription state when mirroring billing data. Custom Fields Per-person and per-account fields commonly populated by enrichment syncs for personalization. Add-ons and Discounts is specific to Braintree and Custom Fields to Salesloft — each maps to any object or custom field on the other side.

How changes propagate between Braintree and Salesloft

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.

Braintree Salesloft Sub-second propagation

DetectionBraintree notifies Stacksync of record changes through webhook events. Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated.

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

Salesloft Braintree Sub-second propagation

DetectionSalesloft notifies Stacksync of record changes through webhook events. Webhook event subscriptions plus polling on updated_at timestamps.

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

Rate-limit considerations

  • Braintree: No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.
  • Salesloft: Subject to the platform's per-minute API rate limits.
What ships with Braintree ⇄ Salesloft

Connect Braintree and Salesloft for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Braintree–Salesloft connection.

Real-time

Two-way sync

Changes in Braintree or Salesloft instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Braintree or Salesloft 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 Braintree or Salesloft record.

Observability

Monitoring

Track your Braintree ⇄ Salesloft sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Braintree and Salesloft.

How the Braintree and Salesloft connectors work

Braintree

Integration surface
Braintree GraphQL API (single POST endpoint) plus legacy server SDKs
Authentication
API Key authentication — public key + private key Base64-encoded in the Authorization header (HTTP Basic); client tokens/tokenization keys for client-side calls and OAuth for platform/marketplace access
Change detection
Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated date-range search for objects and backfills
Capabilities
read · write · webhooks
Rate limits
No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.

Salesloft

Integration surface
REST API (v2)
Authentication
OAuth 2.0
Change detection
Webhook event subscriptions plus polling on updated_at timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-minute API rate limits
How it works

How to connect Braintree to Salesloft — 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 Braintree and Salesloft 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
    Braintree connected
    Salesloft connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Braintree and Salesloft 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 · Braintree ⇄ Salesloft
    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
    Braintree Salesloft
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Braintree and Salesloft 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
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 499 integrations available for Braintree and Salesloft.

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