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CRM

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

Keep Kustomer 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 Kustomer and Salesmate

Run Kustomer 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 Messages, Companies, Custom Objects (Klasses), Users in Kustomer 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

  • Sync customers bi-directionally with the CRM and ERP so agents see deal, billing, and subscription context on the timeline
  • Push order and shipment records from commerce systems into Kustomer custom objects so agents answer order-status questions without switching tools
  • Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
  • Hand off won deals to invoicing or accounting tools automatically.

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 Kustomer 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.

Kustomer objects Salesmate objects
Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. Companies Organization records linked to contacts and deals.
Conversations Support threads across channels sync outward for analytics and CRM context. Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
Messages Individual messages within conversations support full-thread replication. Activities Calls, emails, and tasks logged against records and exported for analytics.
Companies Organization records group customers and map to CRM accounts. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Custom Objects (Klasses) Structured external records such as orders and subscriptions synced in to appear on the customer timeline. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Users Agent records map conversation ownership to people in other systems. Notes Free-text records synced for context in support or success tools.
What ships with Kustomer ⇄ Salesmate

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Kustomer 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 Kustomer or Salesmate record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Kustomer and Salesmate.

How the Kustomer and Salesmate connectors work

Kustomer

Integration surface
REST API
Authentication
API key used as a bearer token, scoped by role
Change detection
Outbound webhooks on record events, plus polling for backfill
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 Kustomer 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 Kustomer 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
    Kustomer connected
    Salesmate connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Kustomer 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 Kustomer and Salesmate.

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