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CRM ⇄ Data warehouse

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

Keep Gladly and Rockset 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 Rockset

Sync Gladly into Rockset 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. Customer profiles, Conversations, Conversation items, Agents from Gladly land in Rockset as live tables, updated within seconds, and columns computed in Rockset 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

  • 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.
  • Read query results back into an operational database to expose computed metrics to applications.
  • Power in-app search and filtering over synced operational data using SQL over REST.

A single customer view

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

Cleanup that sticks

Deduplication and normalization done in Rockset can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

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

What you can sync between Gladly and Rockset

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 Rockset objects
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Integrations Managed source connections (databases, streams, object storage) feeding collections.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Virtual Instances Isolated compute units that separate ingest from query workloads.
Agents User records used to attribute work in CX analytics. Collections Schemaless document containers that ingested and synced records land in.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Documents JSON records addressable by _id, written via the Write API in sync pipelines.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Workspaces Namespaces that group collections and query lambdas per team or environment.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Query Lambdas Named, parameterized SQL queries invoked over REST to read synced data.
What ships with Gladly ⇄ Rockset

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Rockset 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 Rockset record.

Observability

Monitoring

Track your Gladly ⇄ Rockset 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 Rockset.

How the Gladly and Rockset 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

Rockset

Integration surface
REST API (SQL over HTTP, plus a document Write API)
Authentication
API key
Change detection
Polling via SQL queries on timestamp fields; ingestion-side change capture is handled by Rockset's managed source connectors
Capabilities
read · write
How it works

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

    Choose tables

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

Gladly and Rockset 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 Rockset.

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