Real-time
Two-way sync
Changes in Gatekeeper or Salesforce instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Gatekeeper to Salesforce integration — real-time, two-way sync
Keep Gatekeeper and Salesforce 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 Fivetran
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Migrated from Celigo
Why teams connect Gatekeeper and Salesforce
Sync what happens in Gatekeeper with the customer records in Salesforce, 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 Gatekeeper 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 Custom data groups, Users, Categories, Contracts in Gatekeeper to Accounts, Contacts, Leads, Opportunities in Salesforce with bi-directional, real-time sync. Activity and record changes in Gatekeeper update the matching contact or account in Salesforce, and CRM data flows the other way wherever Gatekeeper can store and use it.
Common use cases
- 01 Stream workflow-form data - intake requests, vendor onboarding, risk assessments - into an operational database for cycle-time and compliance reporting.
- 02 Write contract or vendor records into Gatekeeper when a deal closes in the CRM to kick off downstream procurement and legal workflows.
- 03 Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
- 04 Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
Common sync patterns
Where Gatekeeper supplies contact or company data
Enriched fields land directly on records in Salesforce, and refreshes keep them from going stale.
Where Gatekeeper processes payments
Charges, refunds, and subscription changes appear on the account in Salesforce, so revenue context lives with the relationship.
Where Gatekeeper can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Salesforce sync into Gatekeeper, so people working there have the context without switching tools.
What you can sync between Gatekeeper and Salesforce
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.
| Gatekeeper objects | Salesforce objects | How this pairing syncs | |
|---|---|---|---|
| Categories The classification taxonomy applied to contracts and vendors (type, department, business unit); synced so categorization stays consistent between Gatekeeper and downstream reporting or ERP dimensions. | Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. | Categories is specific to Gatekeeper and Tasks and Events to Salesforce — each maps to any object or custom field on the other side. | |
| Contracts The core contract records holding value, key dates, renewal terms, status, type, owner, and the linked vendor; created, read, updated, and deleted so contract data moves two-way between Gatekeeper and a database, ERP, or CRM. | Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. | Contracts is specific to Gatekeeper and Products and Price Books to Salesforce — each maps to any object or custom field on the other side. | |
| Vendors (Suppliers) Company records for counterparties and suppliers with onboarding status, compliance, risk, contacts, and spend; read and written to keep vendor master data aligned with a CRM or ERP. | Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. | Vendors (Suppliers) is specific to Gatekeeper and Custom Objects to Salesforce — each maps to any object or custom field on the other side. | |
| Files Document files attached to contracts and vendors - executed PDFs, certificates, and compliance evidence; read to pull signed files and evidence out, or written to push generated documents in. | Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. | Files is specific to Gatekeeper and Accounts to Salesforce — each maps to any object or custom field on the other side. | |
| Workflow form data The structured data captured on Gatekeeper workflow forms (intake requests, vendor onboarding, risk assessments); exposed by the API since 2025 so form results sync into an operational database, not only contract and vendor records. | Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. | Workflow form data is specific to Gatekeeper and Contacts to Salesforce — each maps to any object or custom field on the other side. | |
| Custom data groups Customer-configured custom fields and data groups; because the JSON:API and its docs are dynamic, any custom data added in Configuration exposes the same read/write endpoints as the standard objects and syncs the same way. | Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. | Custom data groups is specific to Gatekeeper and Leads to Salesforce — each maps to any object or custom field on the other side. |
How changes propagate between Gatekeeper and Salesforce
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.
Gatekeeper Salesforce Interval-based propagation
DetectionStacksync polls Gatekeeper for changes on an incremental schedule, reading only records changed since the previous pass. No native developer webhook subscription API and no database change-data-capture log.
DeliveryEach detected change is written to Salesforce through its API, with automatic retries and rate-limit backoff.
Salesforce Gatekeeper Sub-second propagation
DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).
DeliveryEach detected change is written to Gatekeeper through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Gatekeeper: Gatekeeper publishes no fixed public per-minute request quota; throughput is governed per key by its endpoint permissions, and every call is recorded (parameters, payload, response) under API Logs for monitoring. Pace bulk writes and use JSON:API pagination on list endpoints.
- Salesforce: Daily API request allocations vary by edition and license count.
What ships with Gatekeeper ⇄ Salesforce
Connect Gatekeeper and Salesforce for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gatekeeper–Salesforce connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Gatekeeper or Salesforce 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 Gatekeeper or Salesforce record.
Observability
Monitoring
Track your Gatekeeper ⇄ Salesforce sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Gatekeeper and Salesforce.
How the Gatekeeper and Salesforce connectors work
Gatekeeper
- Integration surface
- RESTful API following the JSON:API specification, tenant-scoped with interactive docs at {tenant}.gatekeeperhq.com/api_docs and a published Postman collection. The API is dynamic: it exposes the standard Contract and Vendor objects plus any custom data groups and workflow-form data configured in the tenant.
- Authentication
- API keys created and managed under Configuration > API Keys and passed as a token; each key carries granular per-endpoint permissions set to read-only or write, so access is scoped per object. Multiple keys can be issued and revoked independently.
- Change detection
- No native developer webhook subscription API and no database change-data-capture log; detect changes by polling the JSON:API list endpoints filtered and sorted on updated-at timestamps. Gatekeeper's own event automation - Workflow Engine phase transitions and Interconnect process orchestration - runs inside the platform rather than as a subscribable webhook stream.
- Capabilities
- read · write
- Rate limits
- Gatekeeper publishes no fixed public per-minute request quota; throughput is governed per key by its endpoint permissions, and every call is recorded (parameters, payload, response) under API Logs for monitoring. Pace bulk writes and use JSON:API pagination on list endpoints.
Salesforce
- Integration surface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
- Capabilities
- read · write · CDC
- Rate limits
- Daily API request allocations vary by edition and license count.
How it works
How to connect Gatekeeper to Salesforce — 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 Gatekeeper and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Gatekeeper
connected
Salesforce
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Gatekeeper and Salesforce 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 · Gatekeeper ⇄ SalesforceCustomers 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.
Gatekeeper SalesforceCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Gatekeeper and Salesforce integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Gatekeeper and Salesforce: authenticate both systems, choose the objects to sync (such as Gatekeeper's Categories and Contracts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Gatekeeper and Salesforce. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Gatekeeper: No native developer webhook subscription API and no database change-data-capture log; detect changes by polling the JSON:API list endpoints filtered and sorted on updated-at timestamps. Gatekeeper's own event automation - Workflow Engine phase transitions and Interconnect process orchestration - runs inside the platform rather than as a subscribable webhook stream. On Salesforce: Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting). Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Gatekeeper side: Custom data groups, Users, Categories, Contracts, plus custom fields where Gatekeeper exposes them. On the Salesforce side: Accounts, Contacts, Leads, Opportunities. 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 Gatekeeper and Salesforce: Where Gatekeeper supplies contact or company data; Where Gatekeeper processes payments; Where Gatekeeper can store CRM context: fields kept current. Enriched fields land directly on records in Salesforce, and refreshes keep them from going stale.
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:
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