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CRM ⇄ ERP

Gladly to JobBOSS² integration — real-time, two-way sync

Keep Gladly and JobBOSS² 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 Gladly and JobBOSS²

Close the gap between front office and back office: Gladly and JobBOSS² share customers and status in real time, in both directions.

Gladly holds the customer relationship; JobBOSS² runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Conversations, Conversation items, Agents, Topics in Gladly with Customers, Quotes / Estimates, Jobs / Work Orders, Routings & Operations in JobBOSS² field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Mirror conversations and topics into a warehouse for CX analytics and staffing models.
  • Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
  • Sync quotes and jobs from JobBOSS² to a CRM so estimators and sales share live status on make-to-order work
  • Push won CRM deals into JobBOSS² as quotes or orders without re-keying part and customer details

Where JobBOSS² is the finance system of record: money status on the account

Invoice and payment state from JobBOSS² shows on the account in Gladly, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where JobBOSS² manages people and org data: keep Gladly aligned

Owners, territories, and org structure informed by JobBOSS² stay current in Gladly.

What you can sync between Gladly and JobBOSS²

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.

Gladly objects JobBOSS² objects
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Jobs / Work Orders Job records carry production status back to sales and customer-facing tools.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Routings & Operations Operation steps support scheduling and costing data in external reporting.
Agents User records used to attribute work in CX analytics. Materials & Inventory Material and stock data feed purchasing and availability checks.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Purchase Orders PO data syncs outward for spend and receiving visibility.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Vendors Vendor records keep procurement and accounting tools consistent.
What ships with Gladly ⇄ JobBOSS²

Connect Gladly and JobBOSS² for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gladly–JobBOSS² connection.

Real-time

Two-way sync

Changes in Gladly or JobBOSS² instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or JobBOSS² 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 Gladly or JobBOSS² record.

Observability

Monitoring

Track your Gladly ⇄ JobBOSS² sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Gladly and JobBOSS².

How the Gladly and JobBOSS² connectors work

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

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Gladly to JobBOSS² — 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 Gladly and JobBOSS² 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
    Gladly connected
    JobBOSS² connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Gladly and JobBOSS² 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 · Gladly ⇄ JobBOSS²
    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
    Gladly JobBOSS²
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Gladly and JobBOSS² 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.

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 386 integrations available for Gladly and JobBOSS².

Popular · 8 of 386
All Gladly integrations All JobBOSS² integrations Browse all integrations
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