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Database ⇄ CRM

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

Keep OpenSearch 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 OpenSearch and Salesmate

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

Stacksync mirrors Companies, Deals, Activities, Pipelines and Stages from Salesmate into Documents, Index aliases, Index templates, Ingest pipelines in OpenSearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Salesmate 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

  • 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.
  • Stream CRM records such as accounts, contacts, and tickets into OpenSearch to power internal search across customer data.
  • Sync product catalogs from an ERP or database into the indexes that back storefront search.

Trigger workflows from CRM changes

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

Query the CRM like a database

Accounts, contacts, and custom objects from Salesmate become tables in OpenSearch you can join with application data directly.

Product events onto CRM records

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

What you can sync between OpenSearch 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.

OpenSearch objects Salesmate objects
Index templates Mapping and settings presets applied to new indexes a sync creates Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Ingest pipelines Server-side processors that transform documents as they are written Notes Free-text records synced for context in support or success tools.
Data streams Append-oriented time-series storage for logs and events pushed from source systems Users Team member records used for ownership mapping.
Snapshots Backup artifacts, relevant when reseeding an index from a repository Contacts Person records synced with marketing tools and enrichment databases.
Indexes The core container; synced records land in indexes with defined mappings Companies Organization records linked to contacts and deals.
Documents JSON records written via the index and bulk APIs and read via search queries Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
What ships with OpenSearch ⇄ Salesmate

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever OpenSearch 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 OpenSearch or Salesmate record.

Observability

Monitoring

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

Trading partners

EDI

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

How the OpenSearch and Salesmate connectors work

OpenSearch

Integration surface
REST API over HTTP(S) with JSON payloads
Authentication
basic authentication with the security plugin, or AWS IAM request signing on Amazon OpenSearch Service
Change detection
no native change feed; reads rely on queries with scroll or point-in-time polling
Capabilities
read · write
Rate limits
throughput bounded by cluster sizing rather than fixed API quotas

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

    Choose tables

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

OpenSearch 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 OpenSearch and Salesmate.

Popular · 8 of 386
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