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Database ⇄ CRM

MongoDB to Vitally integration — real-time, two-way sync

Keep MongoDB and Vitally 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 MongoDB and Vitally

Treat Vitally like part of your database: its records live in MongoDB 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 MongoDB, where it can be queried and joined like everything else.

Stacksync mirrors Conversation, NPS Response, Custom Trait, Account from Vitally into Embedded documents and arrays, Indexes, Views, Change streams in MongoDB with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Vitally 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

  • 01 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 02 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 03 Replicate operational MongoDB data into a relational database, flattening nested documents into normalized tables for SQL reporting.
  • 04 Capture change stream events and propagate them to SaaS tools in near real time instead of running batch exports.

Common sync patterns

Product events onto CRM records

Signup, usage, or lifecycle changes written to MongoDB sync onto the matching records in Vitally, giving go-to-market teams live product context.

Internal tools without API code

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

Trigger workflows from CRM changes

Field and stage updates in Vitally arrive as row changes in MongoDB, ready to drive jobs and notifications.

What you can sync between MongoDB and Vitally

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.

MongoDB objects Vitally objects How this pairing syncs
Indexes Keep lookups by sync key fast on large collections. NPS Response NPS survey responses for account-health reporting. Indexes is specific to MongoDB and NPS Response to Vitally — each maps to any object or custom field on the other side.
Views Read-only aggregation-defined sources for filtered sync datasets. Custom Trait Custom account and user traits for segmentation. Views is specific to MongoDB and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Change streams The oplog-backed event feed that powers real-time change capture. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Change streams is specific to MongoDB and Account to Vitally — each maps to any object or custom field on the other side.
GridFS files Chunked file storage whose metadata can be referenced by synced documents. User End users tied to accounts, including activity and custom traits. GridFS files is specific to MongoDB and User to Vitally — each maps to any object or custom field on the other side.
Databases Logical groupings of collections that scope a sync connection. Organization Parent organizations for hierarchical B2B account structures. Databases is specific to MongoDB and Organization to Vitally — each maps to any object or custom field on the other side.
Collections The table-like sync unit; each collection maps to a table or object in the paired system. Task CS tasks and follow-ups, readable and writable for workflow sync. Collections is specific to MongoDB and Task to Vitally — each maps to any object or custom field on the other side.

How changes propagate between MongoDB and Vitally

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.

MongoDB Vitally Sub-second propagation

DetectionChanges in MongoDB are captured at the source via change data capture — no polling loop against its API. MongoDB oplog and change streams (requires the database to run as a replica set — even single-node).

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

Vitally MongoDB Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

DeliveryEach detected change is applied to MongoDB as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with MongoDB ⇄ Vitally

Connect MongoDB and Vitally for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in MongoDB or Vitally instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever MongoDB or Vitally 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 MongoDB or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between MongoDB and Vitally.

How the MongoDB and Vitally connectors work

MongoDB

Integration surface
MongoDB wire protocol via official drivers; Atlas additionally offers an administration REST API for cluster management
Authentication
Database credentials (username/password) or TLS/SSL X.509 certificate (.pem upload), entered individually or via a MongoDB connection string (SRV or standard); Stacksync IP allowlisting required
Change detection
MongoDB oplog and change streams (requires the database to run as a replica set — even single-node); Stacksync leverages these built-in tools to track changes in real time
Capabilities
read · write · CDC
MongoDB setup guide

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

How to connect MongoDB to Vitally — 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 MongoDB and Vitally 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
    MongoDB connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the MongoDB and Vitally 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 · MongoDB ⇄ Vitally
    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
    MongoDB Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

MongoDB and Vitally 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.

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 390 integrations available for MongoDB and Vitally.

Popular · 8 of 390
All MongoDB integrations All Vitally integrations Browse all integrations
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