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Accounting and finance ⇄ CRM

Ramp to Streak CRM integration — real-time, two-way sync

Keep Ramp and Streak CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Ramp and Streak CRM

Sync customers, invoices, and payment status between Ramp and Streak CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Streak CRM knows the relationship: who the contacts are and what is in motion with the account. Ramp knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Transactions, Cards, Users, Departments in Ramp to Custom fields, Pipelines, Boxes, Stages in Streak CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Mirror Bills and their approval and payment state into an AP or ERP system, marking each one ready-to-sync then synced to keep both ledgers reconciled.
  • 02 Read Reimbursements into a finance database for cross-entity expense reporting and reconciliation without manual CSV exports.
  • 03 Hand off closed-won boxes to billing or fulfillment systems and sync status back into the pipeline
  • 04 Keep contacts aligned between Streak and email marketing or enrichment tools

Common sync patterns

Collections with context

Finance sees the account owner and relationship history from Streak CRM when chasing a balance, and sales sees that the chase is happening.

Where Streak CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Ramp with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Ramp appears on the account in Streak CRM, so reps see overdue balances before they promise the next order.

What you can sync between Ramp and Streak CRM

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.

Ramp objects Streak CRM objects How this pairing syncs
Transactions Card purchase records with merchant, amount, and state; read for spend/GL sync and written back via accounting codings and sync status. Stages Pipeline steps whose transitions are the usual trigger for downstream syncs. Transactions is specific to Ramp and Stages to Streak CRM — each maps to any object or custom field on the other side.
Cards Physical and virtual card records; created and managed through the API to provision or suspend cardholder spend. Contacts People linked to boxes, synced with marketing and support tools. Cards is specific to Ramp and Contacts to Streak CRM — each maps to any object or custom field on the other side.
Users Employee and cardholder records; invited, updated, and deactivated, commonly synced from an HRIS or identity provider. Organizations Company records associated with contacts and boxes. Users is specific to Ramp and Organizations to Streak CRM — each maps to any object or custom field on the other side.
Departments Org groupings for cost-center and GL allocation; pushed from an ERP/HRIS and referenced by cards and transactions. Tasks To-dos attached to boxes for follow-up tracking. Departments is specific to Ramp and Tasks to Streak CRM — each maps to any object or custom field on the other side.
Reimbursements Out-of-pocket expense claims; read for reporting and marked ready-to-sync then synced to the ERP. Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. Reimbursements is specific to Ramp and Email threads to Streak CRM — each maps to any object or custom field on the other side.
Bills Accounts-payable bills; created, updated, approved, and paid, then posted ready-to-sync and synced to accounting. Custom fields Per-pipeline field definitions that determine what data a box can hold. Bills is specific to Ramp and Custom fields to Streak CRM — each maps to any object or custom field on the other side.

How changes propagate between Ramp and Streak CRM

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.

Ramp Streak CRM Sub-second propagation

DetectionRamp notifies Stacksync of record changes through webhook events. Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events.

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

Streak CRM Ramp Interval-based propagation

DetectionStacksync polls Streak CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling against pipeline, box, and contact endpoints.

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

Rate-limit considerations

  • Ramp: 200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
  • Streak CRM: Subject to the platform's API rate limits; quotas are not prominently published.
What ships with Ramp ⇄ Streak CRM

Connect Ramp and Streak CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Ramp–Streak CRM connection.

Real-time

Two-way sync

Changes in Ramp or Streak CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Ramp or Streak CRM 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 Ramp or Streak CRM record.

Observability

Monitoring

Track your Ramp ⇄ Streak CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Ramp and Streak CRM.

How the Ramp and Streak CRM connectors work

Ramp

Integration surface
REST API (Developer API v1)
Authentication
OAuth 2.0: exchange client_id/client_secret (HTTP Basic) at api.ramp.com/developer/v1/token for scoped bearer tokens; client_credentials grant for server-to-server and authorization_code for user-delegated access; scopes follow resource:permission (e.g. transactions:read, bills:write, accounting:write).
Change detection
Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events; otherwise poll incrementally (synced_after on transactions, from_created_at on bills) with keyset pagination, or read the audit-logs/events feed.
Capabilities
read · write · webhooks
Rate limits
200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
Ramp setup guide

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published
How it works

How to connect Ramp to Streak CRM — 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 Ramp and Streak CRM 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
    Ramp connected
    Streak CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Ramp and Streak CRM 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 · Ramp ⇄ Streak CRM
    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
    Ramp Streak CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Ramp and Streak CRM 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 416 integrations available for Ramp and Streak CRM.

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