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CRM ⇄ Database

Salesmate to SQL Server integration — real-time, two-way sync

Keep Salesmate and SQL Server 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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Why teams connect Salesmate and SQL Server

Treat Salesmate like part of your database: its records live in SQL Server as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in SQL Server, where it can be queried and joined like everything else.

Stacksync mirrors Products, Notes, Users, Contacts from Salesmate into Columns, Primary and Unique Keys, CDC Change Tables, Stored Procedures in SQL Server with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Salesmate with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
  • Hand off won deals to invoicing or accounting tools automatically.
  • Mirror on-premises ERP data held in SQL Server into cloud CRM and support systems
  • Feed a cloud warehouse from SQL Server continuously using native CDC instead of SSIS batch jobs

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Salesmate API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Salesmate arrive as row changes in SQL Server, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Salesmate become tables in SQL Server you can join with application data directly.

What you can sync between Salesmate and SQL Server

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.

Salesmate objects SQL Server objects
Products Catalog items attached to deals, typically sourced from an ERP or billing system. CDC Change Tables System-populated tables holding captured inserts, updates, and deletes for consumers.
Notes Free-text records synced for context in support or success tools. Stored Procedures T-SQL logic that can validate or post-process synced rows.
Users Team member records used for ownership mapping. Databases Instance-level databases that scope a sync's reads and writes.
Contacts Person records synced with marketing tools and enrichment databases. Schemas Namespaces (dbo and custom) used to organize synced tables.
Companies Organization records linked to contacts and deals. Tables The primary sync target; rows map to records in connected systems.
Deals Pipeline opportunities with stage and value, synced out for revenue reporting. Views Read-side projections used as outbound sync sources.
What ships with Salesmate ⇄ SQL Server

Connect Salesmate and SQL Server for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Salesmate–SQL Server connection.

Real-time

Two-way sync

Changes in Salesmate or SQL Server instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesmate or SQL Server 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 Salesmate or SQL Server record.

Observability

Monitoring

Track your Salesmate ⇄ SQL Server sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Salesmate and SQL Server.

How the Salesmate and SQL Server connectors work

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

SQL Server

Integration surface
SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication
Database credentials entered as a connection string or as parameters (host/user/password) in the Create New Sync page
Change detection
SQL Server Native Change Data Capture (CDC); a DBA runs a one-time setup script with sysadmin privileges to enable CDC and create Stacksync wrapper procedures
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput depends on instance resources, licensing tier, and connection limits
SQL Server setup guide
How it works

How to connect Salesmate to SQL Server — 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 Salesmate and SQL Server 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
    Salesmate connected
    SQL Server connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Salesmate and SQL Server 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 · Salesmate ⇄ SQL Server
    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
    Salesmate SQL Server
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Salesmate and SQL Server 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 Salesmate and SQL Server.

Popular · 8 of 386
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