Real-time
Two-way sync
Changes in Kustomer or Salesmate instantly reflect in both systems. No stale data, no manual imports.
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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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
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
- 01 Sync customers bi-directionally with the CRM and ERP so agents see deal, billing, and subscription context on the timeline
- 02 Push order and shipment records from commerce systems into Kustomer custom objects so agents answer order-status questions without switching tools
- 03 Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
- 04 Hand off won deals to invoicing or accounting tools automatically.
Common sync patterns
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 | How this pairing syncs | |
|---|---|---|---|
| Companies Organization records group customers and map to CRM accounts. | Companies Organization records linked to contacts and deals. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Users Agent records map conversation ownership to people in other systems. | Users Team member records used for ownership mapping. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Notes Internal annotations carry context alongside synced conversations. | Notes Free-text records synced for context in support or success tools. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Custom Objects (Klasses) Structured external records such as orders and subscriptions synced in to appear on the customer timeline. | Activities Calls, emails, and tasks logged against records and exported for analytics. | Custom Objects (Klasses) is specific to Kustomer and Activities to Salesmate — each maps to any object or custom field on the other side. | |
| Teams Team assignments support routing parity and reporting. | Pipelines and Stages Sales process definitions read for stage mapping in syncs. | Teams is specific to Kustomer and Pipelines and Stages to Salesmate — each maps to any object or custom field on the other side. | |
| Tags Labels on conversations and customers sync for categorization and analytics. | Products Catalog items attached to deals, typically sourced from an ERP or billing system. | Tags is specific to Kustomer and Products to Salesmate — each maps to any object or custom field on the other side. |
How changes propagate between Kustomer and Salesmate
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.
Kustomer Salesmate Sub-second propagation
DetectionKustomer notifies Stacksync of record changes through webhook events. Outbound webhooks on record events, plus polling for backfill.
DeliveryEach detected change is written to Salesmate through its API, with automatic retries and rate-limit backoff.
Salesmate Kustomer Sub-second propagation
DetectionSalesmate notifies Stacksync of record changes through webhook events. Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback.
DeliveryEach detected change is written to Kustomer through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Kustomer: Subject to the platform's API rate limits.
- Salesmate: Subject to the platform's API rate limits.
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.
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.
- 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.
Kustomer
connected
Salesmate
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 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.
objects · Kustomer ⇄ SalesmateCustomers 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.
Kustomer SalesmateCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Kustomer and Salesmate integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Kustomer and Salesmate: authenticate both systems, choose the objects to sync (such as Kustomer's Companies and Users), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Kustomer: REST API. Authentication: API key used as a bearer token, scoped by role. Salesmate: REST API. Authentication: Access token (API key) sent as a request header. Stacksync manages authentication, retries, and rate limits on both sides.
-
Kustomer: Kustomer's data model centers on a customer timeline: conversations, messages, and custom object records all appear chronologically against one customer record rather than as separate tickets. Salesmate: Salesmate organizes CRM data into Contacts, Companies, Deals, and Activities modules, each supporting custom fields that syncs can read and write. Stacksync's field mapping accounts for these differences between Kustomer and Salesmate 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 Kustomer and Salesmate 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 Kustomer and Salesmate connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Kustomer–Salesmate integration in-house.
-
Yes — Stacksync ships production-grade connectors for both Kustomer and Salesmate. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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
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:
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