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CRM

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

Keep Salesmate 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 Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Salesmate and Vitally

Run Salesmate 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 Notes, Users, Contacts, Companies in Salesmate with Organization, Task, Note, Conversation 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 Hand off won deals to invoicing or accounting tools automatically.
  • 02 Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
  • 03 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 04 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.

Common sync patterns

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.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

What you can sync between Salesmate 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.

Salesmate objects Vitally objects How this pairing syncs
Notes Free-text records synced for context in support or success tools. Note Account and user notes captured by success teams. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Users Team member records used for ownership mapping. User End users tied to accounts, including activity and custom traits. 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.
Deals Pipeline opportunities with stage and value, synced out for revenue reporting. Organization Parent organizations for hierarchical B2B account structures. Deals is specific to Salesmate and Organization to Vitally — each maps to any object or custom field on the other side.
Activities Calls, emails, and tasks logged against records and exported for analytics. Task CS tasks and follow-ups, readable and writable for workflow sync. Activities is specific to Salesmate and Task to Vitally — each maps to any object or custom field on the other side.
Pipelines and Stages Sales process definitions read for stage mapping in syncs. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Pipelines and Stages is specific to Salesmate and Conversation to Vitally — each maps to any object or custom field on the other side.
Products Catalog items attached to deals, typically sourced from an ERP or billing system. NPS Response NPS survey responses for account-health reporting. Products is specific to Salesmate and NPS Response to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Salesmate 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.

Salesmate Vitally Sub-second propagation

DetectionSalesmate notifies Stacksync of record changes through webhook events. Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback.

DeliveryEach detected change is written to Vitally through its API, with automatic retries and rate-limit backoff.

Vitally Salesmate Sub-second propagation

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

DeliveryEach detected change is written to Salesmate through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Salesmate: Subject to the platform's API rate limits.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Salesmate ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesmate 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 Salesmate or Vitally record.

Observability

Monitoring

Track your Salesmate ⇄ Vitally 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 Vitally.

How the Salesmate and Vitally 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

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 Salesmate 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 Salesmate 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
    Salesmate connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Salesmate 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 Salesmate and Vitally.

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