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Data warehouse ⇄ CRM

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

Keep Dremio 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.

  • 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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Migrated from MuleSoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Dremio and Vitally

Sync Vitally into Dremio continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Custom Trait, Account, User, Organization from Vitally land in Dremio as live tables, updated within seconds, and columns computed in Dremio write back to fields in Vitally. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • 01 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 02 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
  • 03 Reverse-ETL aggregates computed over lake data out to CRMs and finance tools for business users.
  • 04 Publish operational database tables into Iceberg via Dremio so the lakehouse reflects current application state.

Common sync patterns

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Dremio appear as fields in Vitally, where the people working accounts actually see them.

A single customer view

Join Vitally's relationship data with billing, product, and support data in Dremio to build the customer picture the CRM alone cannot hold.

Cleanup that sticks

Deduplication and normalization done in Dremio can be written back, so warehouse-side cleanup actually fixes the CRM.

What you can sync between Dremio 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.

Dremio objects Vitally objects How this pairing syncs
Spaces and folders Namespaces that organize virtual datasets and govern access. User End users tied to accounts, including activity and custom traits. Spaces and folders is specific to Dremio and User to Vitally — each maps to any object or custom field on the other side.
Reflections Materialized accelerations that make repeated extraction queries cheaper. Organization Parent organizations for hierarchical B2B account structures. Reflections is specific to Dremio and Organization to Vitally — each maps to any object or custom field on the other side.
Jobs Query execution records useful for monitoring sync workloads. Task CS tasks and follow-ups, readable and writable for workflow sync. Jobs is specific to Dremio and Task to Vitally — each maps to any object or custom field on the other side.
Sources Connected storage and database systems (S3, ADLS, relational databases) Dremio queries in place. Note Account and user notes captured by success teams. Sources is specific to Dremio and Note to Vitally — each maps to any object or custom field on the other side.
Physical datasets Tables and files promoted from sources; the raw data a sync ultimately reads. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Physical datasets is specific to Dremio and Conversation to Vitally — each maps to any object or custom field on the other side.
Virtual datasets (views) SQL views layering semantics over physical data; the preferred sync target for curated extracts. NPS Response NPS survey responses for account-health reporting. Virtual datasets (views) is specific to Dremio and NPS Response to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Dremio 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.

Dremio Vitally Interval-based propagation

DetectionStacksync polls Dremio for changes on an incremental schedule, reading only records changed since the previous pass. Polling via SQL.

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

Vitally Dremio Sub-second propagation

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

DeliveryEach detected change is applied to Dremio as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • Dremio: Bounded by engine capacity and workload management rather than API rate limits.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Dremio ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dremio 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 Dremio or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Dremio and Vitally connectors work

Dremio

Integration surface
Arrow Flight SQL, JDBC/ODBC, and a REST API
Authentication
Personal access tokens or username/password; OAuth-based SSO on Dremio Cloud
Change detection
Polling via SQL; Iceberg table snapshots can anchor incremental reads; no consumer-facing change feed
Capabilities
read · write
Rate limits
Bounded by engine capacity and workload management rather than API rate limits

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 Dremio 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 Dremio 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
    Dremio connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Dremio 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.

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 390 integrations available for Dremio and Vitally.

Popular · 8 of 390
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