Skip to content
ERP ⇄ CRM

Rootstock ERP to Salesloft integration — real-time, two-way sync

Keep Rootstock ERP 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Rootstock ERP and Salesloft

Close the gap between front office and back office: Salesloft and Rootstock ERP share customers and status in real time, in both directions.

Salesloft holds the customer relationship; Rootstock ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Accounts, Cadences, Cadence Memberships, Emails in Salesloft with Salesforce Accounts and Contacts, Sales Orders, Work Orders, Purchase Orders in Rootstock ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Sync people, cadence memberships, and outcomes into a warehouse so RevOps can report on sequence performance next to pipeline data.
  • Auto-enroll leads into cadences when a row in an enrichment database meets a scoring condition.
  • Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.

Where Rootstock ERP manages people and org data: keep Salesloft aligned

Owners, territories, and org structure informed by Rootstock ERP stay current in Salesloft.

Where Rootstock ERP handles order-to-cash: closed-won flows through

A deal won in Salesloft creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.

Where Rootstock ERP is the finance system of record: money status on the account

Invoice and payment state from Rootstock ERP shows on the account in Salesloft, so reps see balances before promising the next order.

What you can sync between Rootstock ERP 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.

Rootstock ERP objects Salesloft objects
Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. Cadence Memberships Enrollment records linking a person to a cadence step and status.
Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. Emails Sent and received email activity with engagement metadata, synced out for analytics.
Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. Calls Logged call activity with dispositions and recordings metadata.
Purchase Orders Procurement documents synced with supplier portals and AP systems. Tasks Rep to-dos created and completed within cadences.
Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. Meetings Booked meeting records tied to people and users.
Bills of Material Multi-level product structures read for costing and planning integrations. Users Seller records used for ownership mapping and activity attribution.
What ships with Rootstock ERP ⇄ Salesloft

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rootstock ERP 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 Rootstock ERP or Salesloft record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Rootstock ERP and Salesloft connectors work

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations

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 Rootstock ERP 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 Rootstock ERP 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
    Rootstock ERP connected
    Salesloft connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rootstock ERP 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 · Rootstock ERP ⇄ 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
    Rootstock ERP Salesloft
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Rootstock ERP and Salesloft 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 Rootstock ERP and Salesloft.

Popular · 8 of 386
All Rootstock ERP integrations All Salesloft integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own