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CRM ⇄ Database

Gladly to SQL Server integration — real-time, two-way sync

Keep Gladly and SQL Server 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 SQL Server

Treat Gladly like part of your database: its records live in SQL Server as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in SQL Server, where it can be queried and joined like everything else.

Stacksync mirrors Conversations, Conversation items, Agents, Topics from Gladly into Columns, Primary and Unique Keys, CDC Change Tables, Stored Procedures in SQL Server with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Gladly with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

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.
  • Bi-directional sync between SQL Server rows and CRM objects so .NET line-of-business apps and sales tools share one dataset
  • Expose SaaS records as SQL Server tables that existing SSRS reports and internal apps can query

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Gladly API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Gladly arrive as row changes in SQL Server, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Gladly become tables in SQL Server you can join with application data directly.

What you can sync between Gladly and SQL Server

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 SQL Server objects
Tasks Follow-up work items created from external triggers or synced for workload reporting. Views Read-side projections used as outbound sync sources.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Columns Field-level mapping targets with T-SQL types.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Primary and Unique Keys Match keys for idempotent upserts and conflict handling.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. CDC Change Tables System-populated tables holding captured inserts, updates, and deletes for consumers.
Agents User records used to attribute work in CX analytics. Stored Procedures T-SQL logic that can validate or post-process synced rows.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Databases Instance-level databases that scope a sync's reads and writes.
What ships with Gladly ⇄ SQL Server

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or SQL Server 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 SQL Server record.

Observability

Monitoring

Track your Gladly ⇄ SQL Server 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 SQL Server.

How the Gladly and SQL Server 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

SQL Server

Integration surface
SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication
Database credentials entered as a connection string or as parameters (host/user/password) in the Create New Sync page
Change detection
SQL Server Native Change Data Capture (CDC); a DBA runs a one-time setup script with sysadmin privileges to enable CDC and create Stacksync wrapper procedures
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput depends on instance resources, licensing tier, and connection limits
SQL Server setup guide
How it works

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

    Choose tables

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

Gladly and SQL Server 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 SQL Server.

Popular · 8 of 386
All Gladly integrations All SQL Server integrations Browse all integrations
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