Real-time
Two-way sync
Changes in Gladly or Servicemax instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Gladly to Servicemax integration — real-time, two-way sync
Keep Gladly and Servicemax in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Gladly and Servicemax
Sync what happens in Servicemax with the customer records in Gladly, 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 Servicemax 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 Contacts, Cases, Products, Work Orders in Servicemax to Customer profiles, Conversations, Conversation items, Agents in Gladly with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Gladly, and CRM data flows the other way wherever Servicemax can store and use it.
Common use cases
- 01 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 02 Sync Work Orders (SVMXC__Service_Order__c) and Work Details bi-directionally with Postgres so ops and analytics teams read and write field-service data in plain SQL.
- 03 Mirror conversations and topics into a warehouse for CX analytics and staffing models.
- 04 Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
Common sync patterns
Where Servicemax supplies contact or company data
Enriched fields land directly on records in Gladly, and refreshes keep them from going stale.
Where Servicemax processes payments
Charges, refunds, and subscription changes appear on the account in Gladly, so revenue context lives with the relationship.
Where Servicemax can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Gladly sync into Servicemax, so people working there have the context without switching tools.
What you can sync between Gladly and Servicemax
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 | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Agents User records used to attribute work in CX analytics. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Agents is specific to Gladly and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Topics Categorization applied to conversations; the key dimension for contact-driver reporting. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Topics is specific to Gladly and Accounts to Servicemax — 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. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Tasks is specific to Gladly and Contacts to Servicemax — 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. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Customer profiles is specific to Gladly and Cases to Servicemax — 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. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Conversations is specific to Gladly and Products to Servicemax — 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. | Work Orders SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close. | Conversation items is specific to Gladly and Work Orders to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Gladly and Servicemax
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 Servicemax 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 written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Gladly Sub-second propagation
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
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.
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Gladly ⇄ Servicemax
Connect Gladly and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gladly–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Gladly or Servicemax 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 Servicemax record.
Observability
Monitoring
Track your Gladly ⇄ Servicemax 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 Servicemax.
How the Gladly and Servicemax 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
Servicemax
- Integration surface
- Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
- Authentication
- Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
- Change detection
- Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
- Capabilities
- read · write · CDC
- Rate limits
- Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works
How to connect Gladly to Servicemax — 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 Gladly and Servicemax with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Gladly
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Gladly and Servicemax 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 · Gladly ⇄ ServicemaxCustomers 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.
Gladly ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Gladly and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Gladly and Servicemax: authenticate both systems, choose the objects to sync (such as Gladly's Agents and Topics), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Gladly and Servicemax: Where Servicemax supplies contact or company data; Where Servicemax processes payments; Where Servicemax can store CRM context: fields kept current. Enriched fields land directly on records in Gladly, and refreshes keep them from going stale.
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Gladly: REST API. Authentication: API tokens used with basic authentication tied to an agent email. Servicemax: Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform). Authentication: Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects. Stacksync manages authentication, retries, and rate limits on both sides.
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Servicemax: ServiceMax Core runs as a managed package on Salesforce (SVMXC__ objects); Asset 360 is native on Salesforce Field Service, so all access goes through the Salesforce API. Gladly: Gladly's model is customer-centric rather than ticket-centric: each customer has one continuous conversation timeline, and channel interactions attach as conversation items. Stacksync's field mapping accounts for these differences between Gladly and Servicemax without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Gladly and Servicemax records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Gladly and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Gladly–Servicemax integration in-house.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 416 integrations available for Gladly and Servicemax.
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