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Marketing ⇄ CRM

Demandbase to Vitally integration — real-time, two-way sync

Keep Demandbase and Vitally 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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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Demandbase and Vitally

Keep the people you sell to and the people you market to in one shared view: Vitally and Demandbase sync contacts, accounts, and engagement in real time, in both directions.

Vitally owns the customer relationship and the pipeline; Demandbase runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Task, Note, Conversation, NPS Response in Vitally with Activities, Campaigns, Account & Person Lists (Audiences), Company Details (B2B enrichment) in Demandbase field by field, in real time, and in both directions. You decide which system owns which fields — Vitally can own account and opportunity status while Demandbase owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 02 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 03 Sync Opportunities and Activities two-way so CRM deal and engagement data flows into Demandbase reporting and Demandbase-calculated insights flow back to the warehouse.
  • 04 Subscribe to Demandbase company and person change webhooks - firmographic updates, M&A, and leadership or employment changes - and land them in an operational store for real-time account alerts.

Common sync patterns

New and updated people stay in step

When a contact or lead is created or edited in either system, the matching record appears or updates in the other, so campaigns reach real people and reps see who is already being marketed to.

Where Demandbase captures engagement: activity lands on the record

Opens, clicks, form fills, event attendance, or ad responses recorded in Demandbase post back to the contact or account in Vitally, so reps see interest before they reach out.

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

What you can sync between Demandbase and Vitally

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.

Demandbase objects Vitally objects How this pairing syncs
Accounts Company/account records with firmographics, intent, and Demandbase qualification and engagement scores; exported via the Data Export API and imported or updated via the Data Import API. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Activities Engagement and custom activity records (web, campaign, intent); exported via Data Export and pushed in through the Data Import API using custom activity types. Organization Parent organizations for hierarchical B2B account structures. Activities is specific to Demandbase and Organization to Vitally — each maps to any object or custom field on the other side.
Campaigns Marketing campaign records and creative assets exported through the Data Export API; read-only reporting feed. Task CS tasks and follow-ups, readable and writable for workflow sync. Campaigns is specific to Demandbase and Task to Vitally — each maps to any object or custom field on the other side.
Account & Person Lists (Audiences) Named account and person segments exported via Data Export; custom audiences pushed into Demandbase through the Data Import API. Read and write. Note Account and user notes captured by success teams. Account & Person Lists (Audiences) is specific to Demandbase and Note to Vitally — each maps to any object or custom field on the other side.
Company Details (B2B enrichment) Firmographics, technographics, competitors, and corporate family tree fetched by domain or name via the B2B Company Search and Details endpoints; read-only enrichment. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Company Details (B2B enrichment) is specific to Demandbase and Conversation to Vitally — each maps to any object or custom field on the other side.
Change Subscriptions Company firmographic, company news, family-tree (ownership), and DB person employment subscriptions delivered as webhook alerts with a signing secret; the real-time change feed. NPS Response NPS survey responses for account-health reporting. Change Subscriptions is specific to Demandbase and NPS Response to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Demandbase and Vitally

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.

Demandbase Vitally Sub-second propagation

DetectionDemandbase notifies Stacksync of record changes through webhook events. Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL.

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

Vitally Demandbase Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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

Rate-limit considerations

  • Demandbase: Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Demandbase ⇄ Vitally

Connect Demandbase and Vitally for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Demandbase or Vitally instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Demandbase or Vitally 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 Demandbase or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Demandbase and Vitally.

How the Demandbase and Vitally connectors work

Demandbase

Integration surface
REST APIs (Demandbase One) - a B2B API (company/contact search, details, and match with async bulk enrichment jobs), a read-only Data Export API and a write-capable Data Import API (both async bulk jobs), and a Subscription API for webhook change alerts.
Authentication
JWT bearer tokens minted from Demandbase One API Key Sets at the platform level; each credential set expires after 8 hours and is rotated. Legacy single-user API tokens are deprecated.
Change detection
Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL secured with a signing secret; bulk reads run as async export jobs (submit, poll, download). No log-based CDC.
Capabilities
read · write · webhooks
Rate limits
Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

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

    Choose tables

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

Demandbase and Vitally 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
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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 371 integrations available for Demandbase and Vitally.

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