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Business productivity ⇄ CRM

Gainsight to Gladly integration — real-time, two-way sync

Keep Gainsight and Gladly 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 Gainsight and Gladly

Sync what happens in Gainsight with the customer records in Gladly, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Gainsight holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Scorecard Fact, Timeline Activity, Success Plan, Task and Playbook in Gainsight to Conversations, Conversation items, Agents, Topics in Gladly with bi-directional, real-time sync. Activity and record changes in Gainsight update the matching contact or account in Gladly, and CRM data flows the other way wherever Gainsight can store and use it.

Common use cases

  • 01 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
  • 02 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
  • 03 Push conversation outcomes into a CRM so account teams see support context on their accounts.
  • 04 Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.

Common sync patterns

Where Gainsight processes payments

Charges, refunds, and subscription changes appear on the account in Gladly, so revenue context lives with the relationship.

Where Gainsight can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Gladly sync into Gainsight, so people working there have the context without switching tools.

Where Gainsight handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Gladly, so sales sees open issues before the next call.

What you can sync between Gainsight and Gladly

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.

Gainsight objects Gladly objects How this pairing syncs
Company Customer/account master in Gainsight CS; two-way synced with CRM and warehouse customer tables to keep ARR, owner, and renewal fields aligned. Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Company is specific to Gainsight and Conversations to Gladly — each maps to any object or custom field on the other side.
Person (People) Contacts associated to companies through the Company Person junction; synced two-way with CRM contacts and warehouse person records. Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Person (People) is specific to Gainsight and Conversation items to Gladly — each maps to any object or custom field on the other side.
Relationship Sub-units within a company for multi-product or multi-team accounts; synced so each maps to the right contract in billing or an ERP. Agents User records used to attribute work in CX analytics. Relationship is specific to Gainsight and Agents to Gladly — each maps to any object or custom field on the other side.
CTA (Call to Action) Risk and expansion alerts that drive CSM plays; often synced to ticketing or project tools so follow-up work is tracked where teams operate. Topics Categorization applied to conversations; the key dimension for contact-driver reporting. CTA (Call to Action) is specific to Gainsight and Topics to Gladly — each maps to any object or custom field on the other side.
Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. Tasks Follow-up work items created from external triggers or synced for workload reporting. Scorecard Fact is specific to Gainsight and Tasks to Gladly — each maps to any object or custom field on the other side.
Timeline Activity Logged calls, emails, and notes; usually read out into a reporting database for QBR and churn analysis. Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Timeline Activity is specific to Gainsight and Customer profiles to Gladly — each maps to any object or custom field on the other side.

How changes propagate between Gainsight and Gladly

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.

Gainsight Gladly Interval-based propagation

DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.

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

Gladly Gainsight Sub-second propagation

DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.

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

Rate-limit considerations

  • Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
  • Gladly: Subject to the platform's API rate limits.
What ships with Gainsight ⇄ Gladly

Connect Gainsight and Gladly for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Gainsight or Gladly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gainsight or Gladly 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 Gainsight or Gladly record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Gainsight and Gladly.

How the Gainsight and Gladly connectors work

Gainsight

Integration surface
REST APIs (per-object) and asynchronous Bulk REST API
Authentication
API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
Change detection
Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
Capabilities
read · write
Rate limits
Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

Gainsight and Gladly 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.

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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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 416 integrations available for Gainsight and Gladly.

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