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CRM ⇄ Analytics

Chorusai to Pendo integration — real-time, two-way sync

Keep Chorusai and Pendo 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 Chorusai and Pendo

Put live Chorusai data behind every dashboard and cohort in Pendo, and write the segments and scores Pendo computes back onto the Chorusai record — one connection, not a nightly export.

Pendo turns data into dashboards, cohorts, and metrics; Chorusai is where customers, contacts, deals, and activity actually live and change. The two meet wherever a number is really about a specific account, segment, or stage — yet most teams feed the CRM into analytics as a nightly extract or a hand-maintained connector, so the reporting lags the business and can't be sliced by the customers and segments that matter.

Stacksync syncs Deals, Scorecards, Moments, Playlists from Chorusai into Pendo field by field and within seconds, so every dashboard and cohort runs on current records instead of a stale copy. Because the connection runs both ways, the cohorts, scores, and metrics computed in Pendo write back to fields in Chorusai, landing where the people working accounts can see them. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Set custom Visitor fields (role, lifecycle stage, entitlement) from the warehouse so in-app guides reach the right users without manual CSV uploads.
  • 02 Sync Pendo Visitors and Accounts into a data model to score product-qualified accounts alongside behavioral event data.
  • 03 Export Scorecards and their scores to a database to power rep-coaching and QA dashboards across sales teams.
  • 04 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.

Common sync patterns

Where Chorusai accepts updates: segments and scores back on the record

Cohorts, scores, and computed metrics from Pendo sync onto fields in Chorusai, putting the analysis where reps and owners actually work the accounts.

One customer across analytics and CRM

The same account or person is keyed consistently in both systems, so a profile or row in Pendo lines up with the contact or account in Chorusai.

A record that outlives edits in the CRM

A continuously synced copy of Chorusai's records and activity in Pendo keeps a queryable history even as records change or age out of the CRM.

What you can sync between Chorusai and Pendo

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.

Chorusai objects Pendo objects How this pairing syncs
Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. Page Events Page-view events for tagged pages; read-only via the Aggregation API, used for adoption and path analysis in a warehouse. Trackers is specific to Chorusai and Page Events to Pendo — each maps to any object or custom field on the other side.
Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. Guide Events Guide seen/advanced/dismissed and step events for in-app walkthroughs; read-only through the Aggregation API to measure onboarding flow adoption. Deals is specific to Chorusai and Guide Events to Pendo — each maps to any object or custom field on the other side.
Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. Poll / NPS Responses Survey answers and NPS scores captured in-app (pollEvents / npsEvents); read-only via the Aggregation API as voice-of-customer data. Scorecards is specific to Chorusai and Poll / NPS Responses to Pendo — each maps to any object or custom field on the other side.
Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. Features / Pages / Guides (metadata) Definitions of tagged UI elements listed through the entity endpoints; read-only reference used to label and join the event streams. Moments is specific to Chorusai and Features / Pages / Guides (metadata) to Pendo — each maps to any object or custom field on the other side.
Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. Visitors End-user records with agent-collected and custom fields; queried through the Aggregation API and enriched with custom fields written back via the Metadata API. Playlists is specific to Chorusai and Visitors to Pendo — each maps to any object or custom field on the other side.
Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Accounts Company/workspace records that roll visitors up to an account dimension; readable via Aggregation and a write target for custom fields (plan, ARR, health) via the Metadata API. Engagements is specific to Chorusai and Accounts to Pendo — each maps to any object or custom field on the other side.

How changes propagate between Chorusai and Pendo

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.

Chorusai Pendo Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

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

Pendo Chorusai Interval-based propagation

DetectionStacksync polls Pendo for changes on an incremental schedule, reading only records changed since the previous pass. Polling - reads query the Aggregation API over event-time windows.

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

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
  • Pendo: Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
What ships with Chorusai ⇄ Pendo

Connect Chorusai and Pendo for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Chorusai or Pendo instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai or Pendo 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 Chorusai or Pendo record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chorusai and Pendo.

How the Chorusai and Pendo connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide

Pendo

Integration surface
Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
Authentication
Integration key sent in the x-pendo-integration-key header, generated in Subscription Settings; keys are scoped read-only or read/write, so writes require a read/write key
Change detection
Polling - reads query the Aggregation API over event-time windows; no change-data-capture feed and no data-change webhooks. Writes go through the Metadata API on demand.
Capabilities
read · write
Rate limits
Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
How it works

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

    Choose tables

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

Chorusai and Pendo 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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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 499 integrations available for Chorusai and Pendo.

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