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CRM

Twenty CRM to Vitally integration — real-time, two-way sync

Keep Twenty CRM 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 Twenty CRM and Vitally

Run Twenty CRM 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 Companies, Opportunities, Tasks, Notes in Twenty CRM with NPS Response, Custom Trait, Account, User 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 Mirror support tickets or tasks between Twenty and an operations tool.
  • 02 Run a continuous sync from a legacy CRM into Twenty during a migration so both systems stay usable through cutover.
  • 03 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
  • 04 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.

Common sync patterns

Where both track pipeline: deal visibility across systems

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

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

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.

What you can sync between Twenty CRM 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.

Twenty CRM objects Vitally objects How this pairing syncs
Tasks To-dos linked to people, companies, or deals. Task CS tasks and follow-ups, readable and writable for workflow sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Notes Free-form notes attached to records, useful for mirroring activity from other 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.
Workspace Members User accounts used for record ownership and assignment mapping. Custom Trait Custom account and user traits for segmentation. Workspace Members is specific to Twenty CRM and Custom Trait to Vitally — each maps to any object or custom field on the other side.
People Individual contact records with emails, phones, and company links; a core target for contact syncs. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. People is specific to Twenty CRM and Account to Vitally — each maps to any object or custom field on the other side.
Companies Account-level records that group people and opportunities. User End users tied to accounts, including activity and custom traits. Companies is specific to Twenty CRM and User to Vitally — each maps to any object or custom field on the other side.
Opportunities Deal records tracked through pipeline stages, synced for forecasting. Organization Parent organizations for hierarchical B2B account structures. Opportunities is specific to Twenty CRM and Organization to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Twenty CRM 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.

Twenty CRM Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.

Vitally Twenty CRM Sub-second propagation

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

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

Rate-limit considerations

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

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Twenty CRM 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 Twenty CRM or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Twenty CRM and Vitally.

How the Twenty CRM and Vitally connectors work

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.

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

    Choose tables

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

Twenty CRM 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.

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 390 integrations available for Twenty CRM and Vitally.

Popular · 8 of 390
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