Real-time
Two-way sync
Changes in Servicemax or Twenty CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Servicemax to Twenty CRM integration — real-time, two-way sync
Keep Servicemax and Twenty CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Servicemax and Twenty CRM
Sync what happens in Servicemax with the customer records in Twenty CRM, 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 Products, Work Orders, Work Details, Installed Products in Servicemax to People, Companies, Opportunities, Tasks in Twenty CRM with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Twenty CRM, and CRM data flows the other way wherever Servicemax can store and use it.
Common use cases
- 01 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
- 02 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
- 03 Run a continuous sync from a legacy CRM into Twenty during a migration so both systems stay usable through cutover.
- 04 Two-way sync of People and Companies between Twenty and a production Postgres database so engineers can query CRM data with SQL.
Common sync patterns
Where Servicemax can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Twenty CRM 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 Twenty CRM, and refreshes keep them from going stale.
Where Servicemax processes payments
Charges, refunds, and subscription changes appear on the account in Twenty CRM, so revenue context lives with the relationship.
What you can sync between Servicemax and Twenty CRM
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.
| Servicemax objects | Twenty CRM objects | How this pairing syncs | |
|---|---|---|---|
| Work Details SVMXC__Service_Order_Line__c; line items on a Work Order for labor, parts used, and expenses; read out for billing or written back with usage. | Notes Free-form notes attached to records, useful for mirroring activity from other tools. | Work Details is specific to Servicemax and Notes to Twenty CRM — each maps to any object or custom field on the other side. | |
| Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Custom Objects User-defined objects created in Twenty's data model settings, addressable through the same APIs as standard objects. | Installed Products is specific to Servicemax and Custom Objects to Twenty CRM — each maps to any object or custom field on the other side. | |
| Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | Attachments Files linked to records. | Service Contracts is specific to Servicemax and Attachments to Twenty CRM — each maps to any object or custom field on the other side. | |
| Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Workspace Members User accounts used for record ownership and assignment mapping. | Stock History is specific to Servicemax and Workspace Members to Twenty CRM — each maps to any object or custom field on the other side. | |
| Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | People Individual contact records with emails, phones, and company links; a core target for contact syncs. | Accounts is specific to Servicemax and People to Twenty CRM — each maps to any object or custom field on the other side. | |
| Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Companies Account-level records that group people and opportunities. | Contacts is specific to Servicemax and Companies to Twenty CRM — each maps to any object or custom field on the other side. |
How changes propagate between Servicemax and Twenty CRM
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.
Servicemax Twenty CRM 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 Twenty CRM through its API, with automatic retries and rate-limit backoff.
Twenty CRM Servicemax Sub-second propagation
DetectionTwenty CRM notifies Stacksync of record changes through webhook events. Webhooks on record create, update, and delete events, or polling on record update timestamps.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
- Twenty CRM: Subject to the platform's API rate limits; self-hosted deployments control their own limits.
What ships with Servicemax ⇄ Twenty CRM
Connect Servicemax and Twenty CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Servicemax–Twenty CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Servicemax or Twenty CRM 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 Servicemax or Twenty CRM record.
Observability
Monitoring
Track your Servicemax ⇄ Twenty CRM sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Servicemax and Twenty CRM.
How the Servicemax and Twenty CRM connectors work
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
Twenty CRM
- Integration surface
- GraphQL and REST APIs
- Authentication
- API key
- Change detection
- Webhooks on record create, update, and delete events, or polling on record update timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits; self-hosted deployments control their own limits.
How it works
How to connect Servicemax to Twenty CRM — 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 Servicemax and Twenty CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Servicemax
connected
Twenty CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Servicemax and Twenty CRM 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 · Servicemax ⇄ Twenty CRMCustomers 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.
Servicemax Twenty CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Servicemax and Twenty CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Servicemax and Twenty CRM: authenticate both systems, choose the objects to sync (such as Servicemax's Work Details and Installed Products), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Servicemax and Twenty CRM 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 Servicemax and Twenty CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Servicemax–Twenty CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Servicemax and Twenty CRM. 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 Servicemax: Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled. On Twenty CRM: Webhooks on record create, update, and delete events, or polling on record update timestamps. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Servicemax side: Products, Work Orders, Work Details, Installed Products, plus custom fields where Servicemax exposes them. On the Twenty CRM side: People, Companies, Opportunities, Tasks. Stacksync auto-detects both schemas and converts types between the two systems.
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
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