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CRM ⇄ Accounting and finance

Drift to Rillet integration — real-time, two-way sync

Keep Drift and Rillet 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 Drift and Rillet

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

Finance and sales describe the same customers in different systems. Drift knows the relationship: who the contacts are and what is in motion with the account. Rillet 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 Customer, Vendor, Invoice, Credit Memo in Rillet to Accounts, Users, Playbooks, Meetings in Drift 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 Sync AR and collection status back to customer success tools ahead of renewals.
  • 02 Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • 03 Sync Drift-captured contacts into the CRM so chat-sourced leads enter standard sales workflows immediately.
  • 04 Land conversation transcripts and outcomes in a warehouse for funnel and chat-to-pipeline analysis.

Common sync patterns

Payment status on the account

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

Billing detail changes flow back

When a contact or address is corrected in Drift, Rillet gets the update before the next invoice goes out.

Collections with context

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

What you can sync between Drift and Rillet

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.

Drift objects Rillet objects How this pairing syncs
Accounts Company records used for account-based routing and targeting. Account Synced with incremental and full sync per the Stacksync docs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Playbooks Bot flows that generate conversations and qualify visitors. Journal Entry Synced with incremental and full sync per the Stacksync docs. Playbooks is specific to Drift and Journal Entry to Rillet — each maps to any object or custom field on the other side.
Meetings Meetings booked through Drift, synced to CRM as sales activities. Invoice Payment Synced with incremental and full sync per the Stacksync docs. Meetings is specific to Drift and Invoice Payment to Rillet — each maps to any object or custom field on the other side.
Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. Charge Synced with incremental and full sync per the Stacksync docs. Contacts is specific to Drift and Charge to Rillet — each maps to any object or custom field on the other side.
Conversations Chat threads with status and participants; the center of Drift's data model. Reimbursement Synced with incremental and full sync per the Stacksync docs. Conversations is specific to Drift and Reimbursement to Rillet — each maps to any object or custom field on the other side.
Messages Individual messages within a conversation, used for transcript and intent analysis. Custom Field Synced with incremental and full sync per the Stacksync docs. Messages is specific to Drift and Custom Field to Rillet — each maps to any object or custom field on the other side.

How changes propagate between Drift and Rillet

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.

Drift Rillet Sub-second propagation

DetectionDrift notifies Stacksync of record changes through webhook events. Webhook events for new conversations, messages, and contact changes.

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

Rillet Drift Sub-second propagation

DetectionRillet pushes changes as they happen — webhook events backed by change data capture. Near real-time updates via change tracking.

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

Rate-limit considerations

  • Drift: Subject to the platform's API rate limits.
  • Rillet: Subject to the platform's API rate limits.
What ships with Drift ⇄ Rillet

Connect Drift and Rillet for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Drift or Rillet instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Drift or Rillet 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 Drift or Rillet record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Drift and Rillet.

How the Drift and Rillet connectors work

Drift

Integration surface
REST API
Authentication
OAuth 2.0 via apps registered on the Drift developer platform
Change detection
Webhook events for new conversations, messages, and contact changes; polling for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

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

    Choose tables

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

Drift and Rillet 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 202 integrations available for Drift and Rillet.

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