Real-time
Two-way sync
Changes in Smartsheet or Vitally instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Smartsheet to Vitally integration — real-time, two-way sync
Keep Smartsheet 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 Fivetran
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Migrated from Celigo
Why teams connect Smartsheet and Vitally
Sync what happens in Smartsheet with the customer records in Vitally, 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 Smartsheet 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 Users and Groups, Sheets, Rows, Columns in Smartsheet to NPS Response, Custom Trait, Account, User in Vitally with bi-directional, real-time sync. Activity and record changes in Smartsheet update the matching contact or account in Vitally, and CRM data flows the other way wherever Smartsheet can store and use it.
Common use cases
- 01 Two-way sync a project-tracker Sheet's Rows with a Postgres table so engineering works in SQL while project managers stay in Smartsheet.
- 02 Write records from a CRM or ERP into Smartsheet Rows so ops teams manage intake and status in a grid, then push status Cells back to the source.
- 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
Where Smartsheet can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Vitally sync into Smartsheet, so people working there have the context without switching tools.
Where Smartsheet supplies contact or company data
Enriched fields land directly on records in Vitally, and refreshes keep them from going stale.
What you can sync between Smartsheet 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.
| Smartsheet objects | Vitally objects | How this pairing syncs | |
|---|---|---|---|
| Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. | User End users tied to accounts, including activity and custom traits. | Cells is specific to Smartsheet and User to Vitally — each maps to any object or custom field on the other side. | |
| Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. | Organization Parent organizations for hierarchical B2B account structures. | Reports is specific to Smartsheet and Organization to Vitally — each maps to any object or custom field on the other side. | |
| Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. | Task CS tasks and follow-ups, readable and writable for workflow sync. | Attachments is specific to Smartsheet and Task to Vitally — each maps to any object or custom field on the other side. | |
| Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. | Note Account and user notes captured by success teams. | Discussions and Comments is specific to Smartsheet and Note to Vitally — each maps to any object or custom field on the other side. | |
| Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. | Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. | Users and Groups is specific to Smartsheet and Conversation to Vitally — each maps to any object or custom field on the other side. | |
| Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. | NPS Response NPS survey responses for account-health reporting. | Sheets is specific to Smartsheet and NPS Response to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between Smartsheet 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.
Smartsheet Vitally Sub-second propagation
DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.
DeliveryEach detected change is written to Vitally through its API, with automatic retries and rate-limit backoff.
Vitally Smartsheet Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
DeliveryEach detected change is written to Smartsheet through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
- Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Smartsheet ⇄ Vitally
Connect Smartsheet and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Smartsheet–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Smartsheet 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 Smartsheet or Vitally record.
Observability
Monitoring
Track your Smartsheet ⇄ Vitally sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Smartsheet and Vitally.
How the Smartsheet and Vitally connectors work
Smartsheet
- Integration surface
- REST API (v2.0)
- Authentication
- OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
- Change detection
- Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
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 Smartsheet 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.
- 01
Connect your apps
Authenticate Smartsheet 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.
Smartsheet
connected
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Smartsheet 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.
objects · Smartsheet ⇄ VitallyCustomers 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.
Smartsheet VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Smartsheet and Vitally integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Smartsheet and Vitally: authenticate both systems, choose the objects to sync (such as Smartsheet's Cells and Reports), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Smartsheet: Cell writes must match the column type (CONTACT_LIST, PICKLIST, DATE, CHECKBOX), so mappings have to respect each column's definition. Vitally: Default rate limiting is 1,000 requests/min using a token bucket; write requests consume more budget. Stacksync's field mapping accounts for these differences between Smartsheet and Vitally 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 Smartsheet and Vitally 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 Smartsheet and Vitally connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Smartsheet–Vitally integration in-house.
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Yes — Stacksync ships production-grade connectors for both Smartsheet and Vitally. 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 Smartsheet: Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps. On Vitally: Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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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