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CRM

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

Keep Gladly and Salesmate 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 Salesmate

Run Gladly and Salesmate side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Customer profiles, Conversations, Conversation items, Agents in Gladly with Products, Notes, Users, Contacts in Salesmate in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • Push conversation outcomes into a CRM so account teams see support context on their accounts.
  • Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • Hand off won deals to invoicing or accounting tools automatically.
  • Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between Gladly and Salesmate

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 Salesmate objects
Tasks Follow-up work items created from external triggers or synced for workload reporting. Users Team member records used for ownership mapping.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Contacts Person records synced with marketing tools and enrichment databases.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Companies Organization records linked to contacts and deals.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
Agents User records used to attribute work in CX analytics. Activities Calls, emails, and tasks logged against records and exported for analytics.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
What ships with Gladly ⇄ Salesmate

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Salesmate 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 Salesmate record.

Observability

Monitoring

Track your Gladly ⇄ Salesmate 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 Salesmate.

How the Gladly and Salesmate 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

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

Gladly and Salesmate 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 Salesmate.

Popular · 8 of 386
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