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CRM

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

Keep Salesforce 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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Migrated from MuleSoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Salesforce and Vitally

Run Salesforce and Vitally 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 Contacts, Leads, Opportunities, Cases in Salesforce with Custom Trait, Account, User, Organization in Vitally 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 Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
  • 02 Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
  • 03 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 04 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.

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 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.

Salesforce objects Vitally objects How this pairing syncs
Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Task CS tasks and follow-ups, readable and writable for workflow sync. Leads is specific to Salesforce and Task to Vitally — each maps to any object or custom field on the other side.
Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. Note Account and user notes captured by success teams. Opportunities is specific to Salesforce and Note to Vitally — each maps to any object or custom field on the other side.
Cases Support records; synced with help desk tools or internal databases for escalation workflows. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Cases is specific to Salesforce and Conversation to Vitally — each maps to any object or custom field on the other side.
Campaigns Marketing membership data; read out for attribution analysis in the warehouse. NPS Response NPS survey responses for account-health reporting. Campaigns is specific to Salesforce and NPS Response to Vitally — 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. Custom Trait Custom account and user traits for segmentation. Tasks and Events is specific to Salesforce and Custom Trait to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Salesforce 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.

Salesforce Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.

Vitally Salesforce Sub-second propagation

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

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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Salesforce ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesforce 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 Salesforce or Vitally record.

Observability

Monitoring

Track your Salesforce ⇄ Vitally 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 Vitally.

How the Salesforce and Vitally 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.
Salesforce 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 Salesforce 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 Salesforce 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
    Salesforce connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Salesforce 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 Salesforce and Vitally.

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