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Data warehouse ⇄ CRM

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

Keep Materialize 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 Materialize and Salesmate

Sync Salesmate into Materialize 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. Contacts, Companies, Deals, Activities from Salesmate land in Materialize as live tables, updated within seconds, and columns computed in Materialize write back to fields in Salesmate. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
  • Keep contact segments aligned bi-directionally with an email marketing platform.
  • Drive alerting and operational tooling from SUBSCRIBE change streams instead of scheduled queries.
  • Maintain real-time inventory, usage, or account-health counters consumed by customer-facing applications.

CRM analytics on live data

Accounts, contacts, and activity from Salesmate are queryable in Materialize moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Materialize appear as fields in Salesmate, where the people working accounts actually see them.

A single customer view

Join Salesmate's relationship data with billing, product, and support data in Materialize to build the customer picture the CRM alone cannot hold.

What you can sync between Materialize 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.

Materialize objects Salesmate objects
Connections & Secrets Stored credentials and endpoints used by sources and sinks. Activities Calls, emails, and tasks logged against records and exported for analytics.
Schemas & Databases Namespaces that organize objects a sync targets. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Tables User-managed tables that accept INSERT/UPDATE/DELETE from sync pipelines. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Sources Ingestion points (Kafka, Postgres CDC, MySQL CDC, webhook) that feed external data into Materialize. Notes Free-text records synced for context in support or success tools.
Materialized Views Incrementally maintained query results that syncs read as continuously up-to-date datasets. Users Team member records used for ownership mapping.
Sinks Outbound connections that emit view changes to Kafka topics. Contacts Person records synced with marketing tools and enrichment databases.
What ships with Materialize ⇄ Salesmate

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Materialize 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 Materialize or Salesmate record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Materialize and Salesmate connectors work

Materialize

Integration surface
PostgreSQL wire protocol (SQL)
Authentication
Database credentials (username/password; app passwords in the managed cloud service)
Change detection
SUBSCRIBE queries stream row-level changes of any view or table to the client
Capabilities
read · write · CDC

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 Materialize 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 Materialize 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
    Materialize connected
    Salesmate connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Materialize 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 Materialize and Salesmate.

Popular · 8 of 386
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