Skip to content
Business productivity

Braze to Servicemax integration — real-time, two-way sync

Keep Braze 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Braze and Servicemax

Stop re-entering the same information in Braze and Servicemax: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Custom Events, Purchases, Segments, Campaigns in Braze with Service Contracts, Stock History, Accounts, Contacts in Servicemax in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • 01 Sync CRM and billing attributes onto Braze user profiles so lifecycle campaigns target accurate plan and status data.
  • 02 Push product usage events from a database or warehouse into Braze to trigger onboarding and retention journeys.
  • 03 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
  • 04 Sync Work Orders (SVMXC__Service_Order__c) and Work Details bi-directionally with Postgres so ops and analytics teams read and write field-service data in plain SQL.

Common sync patterns

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

Where both tools track people or companies: one consistent record

Contact and company details corrected in either tool update the other, so nobody works from the old version.

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

What you can sync between Braze 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.

Braze objects Servicemax objects How this pairing syncs
Users The central profile object, identified by external ID, Braze ID, or user aliases; the main sync target. Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Users is specific to Braze and Stock History to Servicemax — each maps to any object or custom field on the other side.
Custom Attributes Profile fields written from CRMs, warehouses, and product databases to drive personalization. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Custom Attributes is specific to Braze and Accounts to Servicemax — each maps to any object or custom field on the other side.
Custom Events Behavioral events pushed into Braze to trigger campaigns and Canvases. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Custom Events is specific to Braze and Contacts to Servicemax — each maps to any object or custom field on the other side.
Purchases Transaction records logged against profiles for revenue-based targeting. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. Purchases is specific to Braze and Cases to Servicemax — each maps to any object or custom field on the other side.
Segments Audience definitions read for membership export and campaign targeting. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Segments is specific to Braze and Products to Servicemax — each maps to any object or custom field on the other side.
Campaigns Message sends whose metadata and analytics are read for reporting. Work Orders SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close. Campaigns is specific to Braze and Work Orders to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Braze 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.

Braze Servicemax Interval-based propagation

DetectionStacksync polls Braze for changes on an incremental schedule, reading only records changed since the previous pass. Braze Currents streams engagement events outward.

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

Servicemax Braze 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 Braze through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Braze: Endpoints have per-endpoint rate limits documented by Braze; batch endpoints accept multiple users per request.
  • 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 Braze ⇄ Servicemax

Connect Braze and Servicemax for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Braze or Servicemax instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Braze 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 Braze or Servicemax record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Braze and Servicemax.

How the Braze and Servicemax connectors work

Braze

Integration surface
REST API
Authentication
REST API keys scoped to specific endpoints, issued per workspace
Change detection
Braze Currents streams engagement events outward; profile reads otherwise rely on export endpoints and polling
Capabilities
read · write
Rate limits
Endpoints have per-endpoint rate limits documented by Braze; batch endpoints accept multiple users per request

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 Braze 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.

  1. 01

    Connect your apps

    Authenticate Braze 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Braze connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Braze 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Braze ⇄ Servicemax
    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
    Braze Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Braze and Servicemax 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.

Learn more about security
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:

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 504 integrations available for Braze and Servicemax.

Popular · 6 of 504
All Braze integrations All Servicemax integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own