Real-time
Two-way sync
Changes in Drift or Salesmate instantly reflect in both systems. No stale data, no manual imports.
CRM
Drift to Salesmate integration — real-time, two-way sync
Keep Drift and Salesmate 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Drift and Salesmate
Run Drift and Salesmate side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Messages, Accounts, Users, Playbooks in Drift with Products, Notes, Users, Contacts in Salesmate in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- 01 Sync Drift-captured contacts into the CRM so chat-sourced leads enter standard sales workflows immediately.
- 02 Land conversation transcripts and outcomes in a warehouse for funnel and chat-to-pipeline analysis.
- 03 Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
- 04 Hand off won deals to invoicing or accounting tools automatically.
Common sync patterns
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
What you can sync between Drift and Salesmate
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 | Salesmate objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. | Contacts Person records synced with marketing tools and enrichment databases. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Users Agents and sales reps who own conversations and meetings. | Users Team member records used for ownership mapping. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Conversations Chat threads with status and participants; the center of Drift's data model. | Notes Free-text records synced for context in support or success tools. | Conversations is specific to Drift and Notes to Salesmate — each maps to any object or custom field on the other side. | |
| Messages Individual messages within a conversation, used for transcript and intent analysis. | Companies Organization records linked to contacts and deals. | Messages is specific to Drift and Companies to Salesmate — each maps to any object or custom field on the other side. | |
| Accounts Company records used for account-based routing and targeting. | Deals Pipeline opportunities with stage and value, synced out for revenue reporting. | Accounts is specific to Drift and Deals to Salesmate — each maps to any object or custom field on the other side. | |
| Playbooks Bot flows that generate conversations and qualify visitors. | Activities Calls, emails, and tasks logged against records and exported for analytics. | Playbooks is specific to Drift and Activities to Salesmate — each maps to any object or custom field on the other side. |
How changes propagate between Drift and Salesmate
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 Salesmate 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 Salesmate through its API, with automatic retries and rate-limit backoff.
Salesmate Drift Sub-second propagation
DetectionSalesmate notifies Stacksync of record changes through webhook events. Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback.
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.
- Salesmate: Subject to the platform's API rate limits.
What ships with Drift ⇄ Salesmate
Connect Drift and Salesmate for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Drift–Salesmate connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Drift or Salesmate 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 Salesmate record.
Observability
Monitoring
Track your Drift ⇄ Salesmate 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 Salesmate.
How the Drift and Salesmate 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
Salesmate
- Integration surface
- REST API
- Authentication
- Access token (API key) sent as a request header
- Change detection
- Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Drift to Salesmate — 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.
- 01
Connect your apps
Authenticate Drift and Salesmate with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Drift
connected
Salesmate
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Drift and Salesmate 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.
objects · Drift ⇄ SalesmateCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Drift SalesmateCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Drift and Salesmate integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Drift and Salesmate: authenticate both systems, choose the objects to sync (such as Drift's Contacts and Users), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Drift: Webhook events for new conversations, messages, and contact changes; polling for backfills. On Salesmate: Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the Drift side: Messages, Accounts, Users, Playbooks, plus custom fields where Drift exposes them. On the Salesmate side: Products, Notes, Users, Contacts. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Drift and Salesmate: Divisional or regional split; Where both track pipeline: deal visibility across systems; Post-acquisition consolidation. Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
-
Drift: REST API. Authentication: OAuth 2.0 via apps registered on the Drift developer platform. Salesmate: REST API. Authentication: Access token (API key) sent as a request header. Stacksync manages authentication, retries, and rate limits on both sides.
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
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:
