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CRM ⇄ Data warehouse

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

Keep Gladly and Materialize 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 Materialize

Sync Gladly into Materialize continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Conversation items, Agents, Topics, Tasks from Gladly land in Materialize as live tables, updated within seconds, and columns computed in Materialize write back to fields in Gladly. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • 01 Push conversation outcomes into a CRM so account teams see support context on their accounts.
  • 02 Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • 03 Read computed view results back into a CRM or application database as derived fields.
  • 04 Drive alerting and operational tooling from SUBSCRIBE change streams instead of scheduled queries.

Common sync patterns

CRM analytics on live data

Accounts, contacts, and activity from Gladly are queryable in Materialize moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Materialize appear as fields in Gladly, where the people working accounts actually see them.

A single customer view

Join Gladly's relationship data with billing, product, and support data in Materialize to build the customer picture the CRM alone cannot hold.

What you can sync between Gladly and Materialize

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 Materialize objects How this pairing syncs
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Sinks Outbound connections that emit view changes to Kafka topics. Topics is specific to Gladly and Sinks to Materialize — each maps to any object or custom field on the other side.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Indexes In-memory arrangements that make view reads fast for serving workloads. Tasks is specific to Gladly and Indexes to Materialize — each maps to any object or custom field on the other side.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Clusters Compute pools that isolate ingestion, view maintenance, and serving. Customer profiles is specific to Gladly and Clusters to Materialize — each maps to any object or custom field on the other side.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Connections & Secrets Stored credentials and endpoints used by sources and sinks. Conversations is specific to Gladly and Connections & Secrets to Materialize — each maps to any object or custom field on the other side.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Schemas & Databases Namespaces that organize objects a sync targets. Conversation items is specific to Gladly and Schemas & Databases to Materialize — each maps to any object or custom field on the other side.
Agents User records used to attribute work in CX analytics. Tables User-managed tables that accept INSERT/UPDATE/DELETE from sync pipelines. Agents is specific to Gladly and Tables to Materialize — each maps to any object or custom field on the other side.

How changes propagate between Gladly and Materialize

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.

Gladly Materialize 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 applied to Materialize as a row-level write, with types converted between the two schemas.

Materialize Gladly Sub-second propagation

DetectionChanges in Materialize are captured at the source via change data capture — no polling loop against its API. SUBSCRIBE queries stream row-level changes of any view or table to the client.

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

Rate-limit considerations

  • Gladly: Subject to the platform's API rate limits.
What ships with Gladly ⇄ Materialize

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Materialize 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 Materialize record.

Observability

Monitoring

Track your Gladly ⇄ Materialize 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 Materialize.

How the Gladly and Materialize 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

Materialize

Integration surface
PostgreSQL wire protocol (SQL)
Authentication
Database credentials (username/password; app passwords in the managed cloud service)
Change detection
SUBSCRIBE queries stream row-level changes of any view or table to the client
Capabilities
read · write · CDC
How it works

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

    Choose tables

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

Gladly and Materialize 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.

Learn more about security
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:

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 344 integrations available for Gladly and Materialize.

Popular · 4 of 344
All Gladly integrations All Materialize integrations Browse all integrations
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