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Security and identity ⇄ CRM

Okta to Salesloft integration — real-time, two-way sync

Keep Okta and Salesloft 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 Okta and Salesloft

Keep the people Salesloft and Okta both track in agreement in real time: the internal users who own records in Salesloft, and the customer login accounts in Okta.

A CRM and an identity system usually describe different populations. Salesloft tracks customers, contacts, and the deals in motion; Okta governs who is allowed to sign in and what they can reach. Where the two meet is people. The reps who own records in Salesloft are the same employees Okta provisions and disables, and when Okta also runs the login accounts for your product, the customers in Salesloft are the same users Okta authenticates. Left unconnected, a departure in Okta leaves stale ownership sitting in Salesloft, and a signup in Okta never reaches the account it belongs to.

Stacksync syncs Tasks, Meetings, Users, Custom Fields in Salesloft with Policies, System Log, Devices, Users in Okta in real time and in both directions, matching on email or an external ID and mapping field by field. You decide which system owns which fields, and new users, role and group changes, deactivations, and account status move within seconds instead of waiting on a quarterly access review or a manual export.

Common use cases

  • 01 Keep person and account custom fields populated from an enrichment pipeline for personalization tokens.
  • 02 Reconcile ownership by syncing user assignments between the CRM and Salesloft.
  • 03 Drive Group Rules and policy assignments from HR attributes so access changes the moment a title, department, or location changes.
  • 04 Sync Groups and their memberships two-way between Okta and a database or IdP so downstream app access stays aligned with source-of-truth org data.

Common sync patterns

Where Okta runs customer login accounts: identity on the customer record

Signup, account status, multi-factor enrollment, and last-login from Okta land on the matching contact or account in Salesloft, so go-to-market teams see who has actually activated and who has gone dormant.

Group and entitlement membership as CRM fields

Membership of a directory group or an entitlement in Okta maps to fields in Salesloft, such as product tier, plan, or internal team, so segmentation reflects real access rather than a manual guess.

Where a closed deal should provision access: Salesloft drives Okta

A won or activated customer in Salesloft can create or update the corresponding user or account in Okta, so provisioning starts from the CRM record instead of a separate ticket.

What you can sync between Okta and Salesloft

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.

Okta objects Salesloft objects How this pairing syncs
Users Universal Directory user records with profile attributes, credentials, and lifecycle status (staged, active, suspended, deprovisioned); full CRUD, so users are created, updated, activated, and deactivated to match an HR or identity source. Users Seller records used for ownership mapping and activity attribution. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Group Rules Dynamic rules that add users to groups from profile attributes; read and written to automate access based on department, title, or location. Accounts Company records mirrored from the CRM for account-based workflows. Group Rules is specific to Okta and Accounts to Salesloft — each maps to any object or custom field on the other side.
Factors (Authenticators) MFA enrollments per user (Okta Verify, WebAuthn, SMS, email); read for security-posture reporting and reset when a device is lost or rotated. Cadences Multi-step outreach sequences that people are enrolled in and reported on. Factors (Authenticators) is specific to Okta and Cadences to Salesloft — each maps to any object or custom field on the other side.
Policies Sign-on, password, and authenticator-enrollment policies with their rules; read to audit access controls or updated to manage them centrally. Cadence Memberships Enrollment records linking a person to a cadence step and status. Policies is specific to Okta and Cadence Memberships to Salesloft — each maps to any object or custom field on the other side.
System Log Immutable audit event stream of logins, admin changes, and lifecycle events; read-only, polled by timestamp and used as the change feed and SIEM source. Emails Sent and received email activity with engagement metadata, synced out for analytics. System Log is specific to Okta and Emails to Salesloft — each maps to any object or custom field on the other side.
Devices Registered and managed device records tied to users; read to correlate access with device posture and to feed inventory or conditional-access reporting. Calls Logged call activity with dispositions and recordings metadata. Devices is specific to Okta and Calls to Salesloft — each maps to any object or custom field on the other side.

How changes propagate between Okta and Salesloft

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.

Okta Salesloft Sub-second propagation

DetectionOkta notifies Stacksync of record changes through webhook events. Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time.

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

Salesloft Okta Sub-second propagation

DetectionSalesloft notifies Stacksync of record changes through webhook events. Webhook event subscriptions plus polling on updated_at timestamps.

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

Rate-limit considerations

  • Okta: Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.
  • Salesloft: Subject to the platform's per-minute API rate limits.
What ships with Okta ⇄ Salesloft

Connect Okta and Salesloft for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Okta or Salesloft instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Okta or Salesloft 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 Okta or Salesloft record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Okta and Salesloft.

How the Okta and Salesloft connectors work

Okta

Integration surface
REST API (Okta Management API, /api/v1) with Event Hooks for outbound events and the System Log API as the change feed
Authentication
SSWS API tokens (Authorization: SSWS {token}) scoped to the creating admin's permissions, or OAuth 2.0 for Okta service apps using a private-key-JWT client-credentials grant with granular scopes (DPoP supported)
Change detection
Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time verification handshake); the System Log API (/api/v1/logs) is polled by the since parameter and the next Link header for a near-real-time change feed
Capabilities
read · write · webhooks
Rate limits
Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.

Salesloft

Integration surface
REST API (v2)
Authentication
OAuth 2.0
Change detection
Webhook event subscriptions plus polling on updated_at timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-minute API rate limits
How it works

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

    Choose tables

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

Okta and Salesloft 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
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 502 integrations available for Okta and Salesloft.

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