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Database ⇄ CRM

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

Keep SQL Server 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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Why teams connect SQL Server and Vitally

Treat Vitally 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 Task, Note, Conversation, NPS Response from Vitally into Schemas, Tables, Views, Columns in SQL Server with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Vitally 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

  • 01 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 02 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 03 Bi-directional sync between SQL Server rows and CRM objects so .NET line-of-business apps and sales tools share one dataset
  • 04 Expose SaaS records as SQL Server tables that existing SSRS reports and internal apps can query

Common sync patterns

Query the CRM like a database

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

Product events onto CRM records

Signup, usage, or lifecycle changes written to SQL Server sync onto the matching records in Vitally, giving go-to-market teams live product context.

Internal tools without API code

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

What you can sync between SQL Server 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.

SQL Server objects Vitally objects How this pairing syncs
Columns Field-level mapping targets with T-SQL types. Organization Parent organizations for hierarchical B2B account structures. Columns is specific to SQL Server and Organization to Vitally — each maps to any object or custom field on the other side.
Primary and Unique Keys Match keys for idempotent upserts and conflict handling. Task CS tasks and follow-ups, readable and writable for workflow sync. Primary and Unique Keys is specific to SQL Server and Task to Vitally — each maps to any object or custom field on the other side.
CDC Change Tables System-populated tables holding captured inserts, updates, and deletes for consumers. Note Account and user notes captured by success teams. CDC Change Tables is specific to SQL Server and Note to Vitally — each maps to any object or custom field on the other side.
Stored Procedures T-SQL logic that can validate or post-process synced rows. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Stored Procedures is specific to SQL Server and Conversation to Vitally — each maps to any object or custom field on the other side.
Databases Instance-level databases that scope a sync's reads and writes. NPS Response NPS survey responses for account-health reporting. Databases is specific to SQL Server and NPS Response to Vitally — each maps to any object or custom field on the other side.
Schemas Namespaces (dbo and custom) used to organize synced tables. Custom Trait Custom account and user traits for segmentation. Schemas is specific to SQL Server and Custom Trait to Vitally — each maps to any object or custom field on the other side.

How changes propagate between SQL Server 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.

SQL Server Vitally Sub-second propagation

DetectionChanges in SQL Server are captured at the source via change data capture — no polling loop against its API. SQL Server Native Change Data Capture (CDC).

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

Vitally SQL Server Sub-second propagation

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

DeliveryEach detected change is applied to SQL Server as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • SQL Server: No API rate limits; throughput depends on instance resources, licensing tier, and connection limits.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with SQL Server ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the SQL Server and Vitally connectors work

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

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

    Choose tables

    Pick the SQL Server 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 · SQL Server ⇄ 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
    SQL Server Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

SQL Server 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 SQL Server and Vitally.

Popular · 8 of 390
All SQL Server integrations All Vitally integrations Browse all integrations
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