Real-time
Two-way sync
Changes in Salesmate or Workday instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Salesmate to Workday integration — real-time, two-way sync
Keep Salesmate and Workday 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Salesmate and Workday
Sync customers, invoices, and payment status between Workday and Salesmate in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Salesmate knows the relationship: who the contacts are and what is in motion with the account. Workday knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Time Off and Absence, Payroll Results, Suppliers, Customers and Invoices in Workday to Notes, Users, Contacts, Companies in Salesmate with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- Push completed payroll results into a finance system or data warehouse each pay cycle.
- Import journal entries from external billing or expense systems into Workday Financials.
- Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
- Keep contact segments aligned bi-directionally with an email marketing platform.
Collections with context
Finance sees the account owner and relationship history from Salesmate when chasing a balance, and sales sees that the chase is happening.
Where Salesmate tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Workday with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Workday appears on the account in Salesmate, so reps see overdue balances before they promise the next order.
What you can sync between Salesmate and Workday
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 | Workday objects | |
|---|---|---|
| Companies Organization records linked to contacts and deals. | Suppliers Workday Financials vendor records aligned with procurement tools. | |
| Deals Pipeline opportunities with stage and value, synced out for revenue reporting. | Customers and Invoices Financials receivables objects synced for billing visibility where Workday Financials is used. | |
| Activities Calls, emails, and tasks logged against records and exported for analytics. | Journal Entries Accounting entries imported from external subledgers into Workday Financials. | |
| Pipelines and Stages Sales process definitions read for stage mapping in syncs. | Custom Reports (RaaS) Tenant-defined reports exposed as web service endpoints, often the practical read surface for syncs. | |
| Products Catalog items attached to deals, typically sourced from an ERP or billing system. | Workers The central HCM record covering employment, job, and personal data; the anchor of most syncs. | |
| Notes Free-text records synced for context in support or success tools. | Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems. |
What ships with Salesmate ⇄ Workday
Connect Salesmate and Workday for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Salesmate–Workday connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Salesmate or Workday 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 Workday record.
Observability
Monitoring
Track your Salesmate ⇄ Workday 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 Workday.
How the Salesmate and Workday 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
Workday
- Integration surface
- SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports
- Authentication
- OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP
- Change detection
- Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
- Capabilities
- read · write
How it works
How to connect Salesmate to Workday — 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 Salesmate and Workday with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Salesmate
connected
Workday
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Salesmate and Workday 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 · Salesmate ⇄ WorkdayCustomers 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.
Salesmate WorkdayCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Salesmate and Workday integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Salesmate and Workday: authenticate both systems, choose the objects to sync (such as Salesmate's Companies and Deals), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Workday: SOAP operations such as Get_Workers accept transaction-log criteria, letting integrations request only objects changed since the last run. Salesmate: It exposes a REST API and automation-driven webhooks; exact endpoints and limits are subject to the platform's current API documentation. Stacksync's field mapping accounts for these differences between Salesmate and Workday 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 Salesmate and Workday 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 Salesmate and Workday connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Salesmate–Workday integration in-house.
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Yes — Stacksync ships production-grade connectors for both Salesmate and Workday. 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 Salesmate: Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback. On Workday: Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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.
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 386 integrations available for Salesmate and Workday.
Popular · 8 of 386
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Salesmate ⇄ Hyperline -
Salesmate ⇄ Pigment -
Salesmate ⇄ QuickBooks -
Salesmate ⇄ Stripe -
Workday ⇄ Copper CRM -
Workday ⇄ Creatio CRM -
Workday ⇄ Drift -
Workday ⇄ Folk CRM
No integrations match .
