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CRM ⇄ Business productivity

Gorgias to Servicemax integration — real-time, two-way sync

Keep Gorgias 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.

  • SOC 2 and 6 other compliance frameworks
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Gorgias and Servicemax

Sync what happens in Servicemax with the customer records in Gorgias, 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 Installed Products, Service Contracts, Stock History, Accounts in Servicemax to Events, Custom fields, Tickets, Messages in Gorgias with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Gorgias, and CRM data flows the other way wherever Servicemax can store and use it.

Common use cases

  • 01 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
  • 02 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
  • 03 Keep customer records consistent between Gorgias and marketing platforms so support interactions inform campaigns.
  • 04 Sync Gorgias customers and tickets into a warehouse or CRM so support volume can be analyzed alongside order and LTV data.

Common sync patterns

Where Servicemax supplies contact or company data

Enriched fields land directly on records in Gorgias, and refreshes keep them from going stale.

Where Servicemax processes payments

Charges, refunds, and subscription changes appear on the account in Gorgias, so revenue context lives with the relationship.

Where Servicemax can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Gorgias sync into Servicemax, so people working there have the context without switching tools.

What you can sync between Gorgias 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.

Gorgias objects Servicemax objects How this pairing syncs
Satisfaction surveys CSAT responses synced out for support quality reporting. Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. Satisfaction surveys is specific to Gorgias and Service Contracts to Servicemax — each maps to any object or custom field on the other side.
Events Activity records useful for auditing what happened on a ticket. Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Events is specific to Gorgias and Stock History to Servicemax — each maps to any object or custom field on the other side.
Custom fields Extend tickets with brand-specific attributes. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Custom fields is specific to Gorgias and Accounts to Servicemax — each maps to any object or custom field on the other side.
Tickets The central support object, aggregating a conversation across channels. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Tickets is specific to Gorgias and Contacts to Servicemax — each maps to any object or custom field on the other side.
Messages Individual inbound and outbound messages attached to a ticket. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. Messages is specific to Gorgias and Cases to Servicemax — each maps to any object or custom field on the other side.
Customers Unified shopper profiles that merge identities across connected stores. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Customers is specific to Gorgias and Products to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Gorgias 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.

Gorgias Servicemax Sub-second propagation

DetectionGorgias notifies Stacksync of record changes through webhook events. Webhooks for ticket and message events, supplemented by polling with updated-at cursors.

DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.

Servicemax Gorgias 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 Gorgias through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Gorgias: Subject to the platform's API rate limits, which vary by plan.
  • 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 Gorgias ⇄ Servicemax

Connect Gorgias and Servicemax for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Gorgias or Servicemax instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gorgias 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 Gorgias or Servicemax record.

Observability

Monitoring

Track your Gorgias ⇄ Servicemax sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Gorgias and Servicemax.

How the Gorgias and Servicemax connectors work

Gorgias

Integration surface
REST API
Authentication
API key paired with the account email over HTTP Basic auth; OAuth 2.0 for public apps
Change detection
Webhooks for ticket and message events, supplemented by polling with updated-at cursors
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by plan.

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 Gorgias 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.

  1. 01

    Connect your apps

    Authenticate Gorgias 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Gorgias connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Gorgias 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Gorgias ⇄ Servicemax
    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
    Gorgias Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Gorgias and Servicemax 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.

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 514 integrations available for Gorgias and Servicemax.

Popular · 8 of 514
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