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Database ⇄ CRM

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

Keep PostgreSQL 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 PostgreSQL and Vitally

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

Stacksync mirrors Task, Note, Conversation, NPS Response from Vitally into JSONB Columns, Sequences, Custom Types and Enums, Tables in PostgreSQL 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 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 02 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 03 Consolidate data from several microservice databases into one operational Postgres store
  • 04 Feed reporting and BI from a continuously synced Postgres replica instead of scheduled ETL scripts

Common sync patterns

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 PostgreSQL, ready to drive jobs and notifications.

Query the CRM like a database

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

What you can sync between PostgreSQL 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.

PostgreSQL objects Vitally objects How this pairing syncs
Custom Types and Enums Constrain synced values to a fixed set, mirroring picklist fields. NPS Response NPS survey responses for account-health reporting. Custom Types and Enums is specific to PostgreSQL and NPS Response to Vitally — each maps to any object or custom field on the other side.
Tables The primary sync target; rows map one-to-one to records in connected SaaS systems. Custom Trait Custom account and user traits for segmentation. Tables is specific to PostgreSQL and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Views Read-side projections used to expose joined or filtered data to a sync. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Views is specific to PostgreSQL and Account to Vitally — each maps to any object or custom field on the other side.
Materialized Views Precomputed result sets synced outward on a refresh schedule. User End users tied to accounts, including activity and custom traits. Materialized Views is specific to PostgreSQL and User to Vitally — each maps to any object or custom field on the other side.
Schemas Namespaces that scope which tables a sync reads and writes. Organization Parent organizations for hierarchical B2B account structures. Schemas is specific to PostgreSQL and Organization to Vitally — each maps to any object or custom field on the other side.
Columns Field-level mapping targets; types are mapped to the connected system's field types. Task CS tasks and follow-ups, readable and writable for workflow sync. Columns is specific to PostgreSQL and Task to Vitally — each maps to any object or custom field on the other side.

How changes propagate between PostgreSQL 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.

PostgreSQL Vitally Sub-second propagation

DetectionChanges in PostgreSQL are captured at the source via change data capture — no polling loop against its API. Logical replication (wal_level = logical) for change data capture via the "Postgres" connector.

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

Vitally PostgreSQL Sub-second propagation

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

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

Rate-limit considerations

  • PostgreSQL: No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with PostgreSQL ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever PostgreSQL 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 PostgreSQL or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

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

How the PostgreSQL and Vitally connectors work

PostgreSQL

Integration surface
SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication
Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection
Logical replication (wal_level = logical) for change data capture via the "Postgres" connector; database triggers (TRIGGER grant + stacksync_logging schema) via the trigger-based "Postgres Heroku" connector where
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput
PostgreSQL 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 PostgreSQL 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 PostgreSQL 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
    PostgreSQL connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the PostgreSQL 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 · PostgreSQL ⇄ 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
    PostgreSQL Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

PostgreSQL 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 PostgreSQL and Vitally.

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