Real-time
Two-way sync
Changes in Salesloft or Servicemax instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Salesloft to Servicemax integration — real-time, two-way sync
Keep Salesloft and Servicemax 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Salesloft and Servicemax
Sync what happens in Servicemax with the customer records in Salesloft, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Servicemax holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Work Details, Installed Products, Service Contracts, Stock History in Servicemax to People, Accounts, Cadences, Cadence Memberships in Salesloft with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Salesloft, and CRM data flows the other way wherever Servicemax can store and use it.
Common use cases
- 01 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 02 Sync Work Orders (SVMXC__Service_Order__c) and Work Details bi-directionally with Postgres so ops and analytics teams read and write field-service data in plain SQL.
- 03 Auto-enroll leads into cadences when a row in an enrichment database meets a scoring condition.
- 04 Write email and call activity back to the CRM or a Postgres table for a complete engagement timeline.
Common sync patterns
Where Servicemax processes payments
Charges, refunds, and subscription changes appear on the account in Salesloft, so revenue context lives with the relationship.
Where Servicemax can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Salesloft sync into Servicemax, so people working there have the context without switching tools.
Where Servicemax supplies contact or company data
Enriched fields land directly on records in Salesloft, and refreshes keep them from going stale.
What you can sync between Salesloft and Servicemax
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.
| Salesloft objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Company records mirrored from the CRM for account-based workflows. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | 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. | |
| Emails Sent and received email activity with engagement metadata, synced out for analytics. | Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Emails is specific to Salesloft and Installed Products to Servicemax — each maps to any object or custom field on the other side. | |
| Calls Logged call activity with dispositions and recordings metadata. | Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | Calls is specific to Salesloft and Service Contracts to Servicemax — each maps to any object or custom field on the other side. | |
| Tasks Rep to-dos created and completed within cadences. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Tasks is specific to Salesloft and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Meetings Booked meeting records tied to people and users. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Meetings is specific to Salesloft and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Users Seller records used for ownership mapping and activity attribution. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Users is specific to Salesloft and Cases to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Salesloft and Servicemax
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.
Salesloft Servicemax Sub-second propagation
DetectionSalesloft notifies Stacksync of record changes through webhook events. Webhook event subscriptions plus polling on updated_at timestamps.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Salesloft Sub-second propagation
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
DeliveryEach detected change is written to Salesloft through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Salesloft: Subject to the platform's per-minute API rate limits.
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Salesloft ⇄ Servicemax
Connect Salesloft and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Salesloft–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Salesloft or Servicemax 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 Salesloft or Servicemax record.
Observability
Monitoring
Track your Salesloft ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Salesloft and Servicemax.
How the Salesloft and Servicemax connectors work
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
Servicemax
- Integration surface
- Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
- Authentication
- Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
- Change detection
- Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
- Capabilities
- read · write · CDC
- Rate limits
- Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works
How to connect Salesloft to Servicemax — 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 Salesloft and Servicemax with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Salesloft
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Salesloft and Servicemax 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 · Salesloft ⇄ ServicemaxCustomers 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.
Salesloft ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Salesloft and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Salesloft and Servicemax: authenticate both systems, choose the objects to sync (such as Salesloft's Accounts and Emails), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Salesloft and Servicemax: Where Servicemax processes payments; Where Servicemax can store CRM context: fields kept current; Where Servicemax supplies contact or company data. Charges, refunds, and subscription changes appear on the account in Salesloft, so revenue context lives with the relationship.
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Salesloft: REST API (v2). Authentication: OAuth 2.0. Servicemax: Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform). Authentication: Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects. Stacksync manages authentication, retries, and rate limits on both sides.
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Servicemax: Polling orders incremental changes by each object's SystemModstamp or LastModifiedDate; objects without a modified timestamp or API write access cannot sync incrementally. Salesloft: Email and call activities are first-class API objects with engagement timestamps, which makes activity export the highest-volume sync on this platform. Stacksync's field mapping accounts for these differences between Salesloft and Servicemax 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 Salesloft and Servicemax 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 Salesloft and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Salesloft–Servicemax integration in-house.
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
Every pair below is a real-time, two-way sync. Search all 509 integrations available for Salesloft and Servicemax.
Popular · 6 of 509
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Salesloft ⇄ Braze -
Salesloft ⇄ ConnectWise -
Servicemax ⇄ Attio -
Servicemax ⇄ Pipedrive -
Servicemax ⇄ Zoho CRM -
Servicemax ⇄ Shopify
No integrations match .
