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Database ⇄ CRM

Elasticsearch to Salesmate integration — real-time, two-way sync

Keep Elasticsearch 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
  • 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 Elasticsearch and Salesmate

Treat Salesmate like part of your database: its records live in Elasticsearch as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Elasticsearch, where it can be queried and joined like everything else.

Stacksync mirrors Pipelines and Stages, Products, Notes, Users from Salesmate into Aliases, Data streams, Ingest pipelines, Index templates in Elasticsearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Salesmate with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
  • Hand off won deals to invoicing or accounting tools automatically.
  • Feed enriched customer records into an index used for vector or hybrid search in AI applications.
  • Sync CRM accounts and contacts into an Elasticsearch index to power internal search across customer records.

Query the CRM like a database

Accounts, contacts, and custom objects from Salesmate become tables in Elasticsearch you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Elasticsearch sync onto the matching records in Salesmate, giving go-to-market teams live product context.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Salesmate API, limits, and retries.

What you can sync between Elasticsearch 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.

Elasticsearch objects Salesmate objects
Data streams Append-only targets for time-series or event data pushed from source systems. Activities Calls, emails, and tasks logged against records and exported for analytics.
Ingest pipelines Server-side transforms applied to documents as a sync writes them. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Index templates Reusable settings and mappings applied automatically to new indices a sync creates. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Indices Target containers for synced records; each holds a table-like collection of JSON documents. Notes Free-text records synced for context in support or success tools.
Documents The unit of sync; JSON records created, updated, and deleted by _id. Users Team member records used for ownership mapping.
Index mappings Field type definitions that determine how synced fields are indexed and queried. Contacts Person records synced with marketing tools and enrichment databases.
What ships with Elasticsearch ⇄ Salesmate

Connect Elasticsearch and Salesmate for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Elasticsearch or Salesmate instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Elasticsearch 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 Elasticsearch or Salesmate record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Elasticsearch and Salesmate.

How the Elasticsearch and Salesmate connectors work

Elasticsearch

Integration surface
REST API (JSON over HTTP)
Authentication
API keys or basic authentication; Elastic Cloud also issues service account tokens
Change detection
Polling on timestamp or sequence fields; Elasticsearch does not expose a native change feed or webhooks
Capabilities
read · write
Rate limits
No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity

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 Elasticsearch 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.

  1. 01

    Connect your apps

    Authenticate Elasticsearch 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Elasticsearch connected
    Salesmate connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Elasticsearch 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Elasticsearch ⇄ Salesmate
    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
    Elasticsearch Salesmate
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Elasticsearch and Salesmate integration FAQ

SECURITY

Security teams love 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 386 integrations available for Elasticsearch and Salesmate.

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