Real-time
Two-way sync
Changes in Salesforce or Streak CRM instantly reflect in both systems. No stale data, no manual imports.
CRM
Salesforce to Streak CRM integration — real-time, two-way sync
Keep Salesforce 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.
- 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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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Salesforce and Streak CRM
Run Salesforce and Streak CRM side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Opportunities, Cases, Campaigns, Tasks and Events in Salesforce with Email threads, Custom fields, Pipelines, Boxes in Streak CRM in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- 01 Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
- 02 Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
- 03 Sync Streak boxes into Postgres so operations can query pipeline data with SQL and back internal tools
- 04 Push deals and contacts into a warehouse to report on pipeline alongside product and billing data
Common sync patterns
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
What you can sync between Salesforce 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.
| Salesforce objects | Streak CRM objects | How this pairing syncs | |
|---|---|---|---|
| Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. | Contacts People linked to boxes, synced with marketing and support tools. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Cases Support records; synced with help desk tools or internal databases for escalation workflows. | Stages Pipeline steps whose transitions are the usual trigger for downstream syncs. | Cases is specific to Salesforce and Stages to Streak CRM — each maps to any object or custom field on the other side. | |
| Campaigns Marketing membership data; read out for attribution analysis in the warehouse. | Organizations Company records associated with contacts and boxes. | Campaigns is specific to Salesforce and Organizations to Streak CRM — each maps to any object or custom field on the other side. | |
| Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. | Tasks To-dos attached to boxes for follow-up tracking. | Tasks and Events is specific to Salesforce and Tasks to Streak CRM — each maps to any object or custom field on the other side. | |
| Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. | Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. | Products and Price Books is specific to Salesforce and Email threads to Streak CRM — each maps to any object or custom field on the other side. | |
| Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. | Custom fields Per-pipeline field definitions that determine what data a box can hold. | Custom Objects is specific to Salesforce and Custom fields to Streak CRM — each maps to any object or custom field on the other side. |
How changes propagate between Salesforce 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.
Salesforce Streak CRM Sub-second propagation
DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).
DeliveryEach detected change is written to Streak CRM through its API, with automatic retries and rate-limit backoff.
Streak CRM Salesforce 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 Salesforce through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Salesforce: Daily API request allocations vary by edition and license count.
- Streak CRM: Subject to the platform's API rate limits; quotas are not prominently published.
What ships with Salesforce ⇄ Streak CRM
Connect Salesforce and Streak CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Salesforce–Streak CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Salesforce 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 Salesforce or Streak CRM record.
Observability
Monitoring
Track your Salesforce ⇄ 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 Salesforce and Streak CRM.
How the Salesforce and Streak CRM connectors work
Salesforce
- Integration surface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
- Capabilities
- read · write · CDC
- Rate limits
- Daily API request allocations vary by edition and license count.
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 Salesforce 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.
- 01
Connect your apps
Authenticate Salesforce 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.
Salesforce
connected
Streak CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Salesforce 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.
objects · Salesforce ⇄ Streak CRMCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Salesforce Streak CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Salesforce and Streak CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Salesforce and Streak CRM: authenticate both systems, choose the objects to sync (such as Salesforce's Contacts and Cases), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Salesforce: Records are queried with SOQL, and every standard and custom object carries a SystemModstamp field that sync engines use to order incremental changes. Streak CRM: Custom fields are defined per pipeline, so two pipelines can have entirely different schemas and sync mappings must be pipeline-aware. Stacksync's field mapping accounts for these differences between Salesforce and Streak CRM without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Salesforce and Streak CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Salesforce and Streak CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Salesforce–Streak CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Salesforce and Streak CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Salesforce: Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting). On Streak CRM: Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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
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:
Related integrations
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No integrations match .
