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CRM ⇄ Data warehouse

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

Keep Gladly and Snowflake 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 Snowflake

Sync Gladly into Snowflake 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. Tasks, Customer profiles, Conversations, Conversation items from Gladly land in Snowflake as live tables, updated within seconds, and columns computed in Snowflake 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 Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • 02 Mirror conversations and topics into a warehouse for CX analytics and staffing models.
  • 03 Activate modeled Snowflake tables by syncing scores and attributes back into CRM fields sales can act on
  • 04 Keep a customer 360 table aligned with its source systems in both directions instead of one-way reverse ETL

Common sync patterns

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Snowflake 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 Snowflake to build the customer picture the CRM alone cannot hold.

Cleanup that sticks

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

What you can sync between Gladly and Snowflake

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 Snowflake objects How this pairing syncs
Tasks Follow-up work items created from external triggers or synced for workload reporting. Tasks Scheduled SQL used to transform synced data after it lands. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Schemas Namespaces within a database used to organize synced tables. Customer profiles is specific to Gladly and Schemas to Snowflake — 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. Tables The main landing and activation target for synced records. Conversations is specific to Gladly and Tables to Snowflake — 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. Views Modeled projections used as the source side of outbound syncs. Conversation items is specific to Gladly and Views to Snowflake — each maps to any object or custom field on the other side.
Agents User records used to attribute work in CX analytics. Materialized Views Precomputed results synced outward for low-latency reads. Agents is specific to Gladly and Materialized Views to Snowflake — each maps to any object or custom field on the other side.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Streams Row-level change records on a table, consumed to process deltas instead of full scans. Topics is specific to Gladly and Streams to Snowflake — each maps to any object or custom field on the other side.

How changes propagate between Gladly and Snowflake

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 Snowflake 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 Snowflake as a row-level write, with types converted between the two schemas.

Snowflake Gladly Sub-second propagation

DetectionChanges in Snowflake are captured at the source via change data capture — no polling loop against its API. The setup script grants "create stream" on synced schemas (Snowflake streams), but the docs do not name the change-capture mechanism.

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.
  • Snowflake: No conventional API rate limits; cost and throughput are governed by virtual warehouse size and running time.
What ships with Gladly ⇄ Snowflake

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Snowflake 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 Snowflake record.

Observability

Monitoring

Track your Gladly ⇄ Snowflake 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 Snowflake.

How the Gladly and Snowflake 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

Snowflake

Integration surface
SQL via JDBC/ODBC and native drivers, plus the Snowflake SQL REST API
Authentication
Dedicated Snowflake service user + role with RSA key-pair authentication (Stacksync-provided public key), created via a setup script requiring SECURITY_ADMIN and ACCOUNTADMIN roles
Change detection
Not explicitly stated; the setup script grants "create stream" on synced schemas (Snowflake streams), but the docs do not name the change-capture mechanism
Capabilities
read · write · CDC
Rate limits
No conventional API rate limits; cost and throughput are governed by virtual warehouse size and running time
Snowflake setup guide
How it works

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

    Choose tables

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

Gladly and Snowflake 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 452 integrations available for Gladly and Snowflake.

Popular · 5 of 452
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