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CRM ⇄ Communications

Xactly to Zoom integration — real-time, two-way sync

Keep Xactly and Zoom 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 Xactly and Zoom

Keep Xactly and Zoom working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.

Xactly holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. Zoom is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.

Stacksync syncs Positions & Titles, Quotas / Targets, Payment Summary (Payable), Products & Customers in Xactly with Users, Groups, Meetings, Webinars in Zoom field by field, in real time, and in both directions. Current contact details flow out to Zoom so it can reach the right person, and the calls, messages, and meetings Zoom produces flow back onto the matching record in Xactly. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.
  • 02 Mirror commission Transactions and Credits into a data warehouse to power rep-facing dashboards and comp-plan analytics without manual exports.
  • 03 Write Meetings and webinar Registrants from a CRM or event platform into Zoom, then read Participant Reports back onto the lead or contact record.
  • 04 Land Cloud Recording metadata and past-meeting Participant Reports into a warehouse for compliance archival and usage analytics.

Common sync patterns

Where Zoom sends at scale: delivery and reply status back on the contact

Sends, bounces, opens, and replies from Zoom update fields on the contact in Xactly, so lead status reflects what actually reached the person.

One contact list, opt-outs included

A number, address, or unsubscribe recorded in either system updates the other, so no one calls a disconnected line or messages someone who opted out.

New contacts reachable right away

A contact created or updated in Xactly appears in Zoom within seconds, so outreach starts without exporting a list or re-keying numbers.

What you can sync between Xactly and Zoom

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.

Xactly objects Zoom objects How this pairing syncs
Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Groups User groups that carry policy and settings; membership synced from department or team data in an operational database. Payment Summary (Payable) is specific to Xactly and Groups to Zoom — each maps to any object or custom field on the other side.
Products & Customers Product and customer/account master used in crediting rules and reporting; loaded and updated from CRM/ERP through Connect (write) and read for lookups, so read and write. Meetings Scheduled and instant meetings with join URLs and settings; created and updated from a CRM or calendar, read back for reporting. Products & Customers is specific to Xactly and Meetings to Zoom — each maps to any object or custom field on the other side.
Orders Sales order and transaction records loaded into Incent as the raw input for crediting and calculation; created and updated through Connect load and ETL steps (write) and read back for reconciliation, so read and write. Webinars Webinar events (requires the Webinar license); created and managed via API, with panelists and settings written from event tools. Orders is specific to Xactly and Webinars to Zoom — each maps to any object or custom field on the other side.
Credits Crediting records that tie an order to a participant and position; system-calculated credits are read, while manual and adjustment credits are loaded through Connect, so read and write. Registrants Meeting and webinar registrant records; added, listed, and status-updated so signups flow between event platforms and Zoom. Credits is specific to Xactly and Registrants to Zoom — each maps to any object or custom field on the other side.
Transactions (Commission & Bonus) Calculated commission and bonus line items produced by Incent's calculation engine; read as the output of comp runs for reporting and downstream payout, so effectively read-only results. Cloud Recordings Recording file metadata and time-limited download URLs; read out to a warehouse or storage for archival and compliance. Transactions (Commission & Bonus) is specific to Xactly and Cloud Recordings to Zoom — each maps to any object or custom field on the other side.
Participants (Payees) Sales reps and payees keyed to positions; loaded and updated from HRIS/HCM source data through Connect (write) and read for roster reporting, so read and write. Participant Reports Past-meeting and webinar attendance from the Reports and Dashboard APIs; read-only, used to write attendance onto CRM records. Participants (Payees) is specific to Xactly and Participant Reports to Zoom — each maps to any object or custom field on the other side.

How changes propagate between Xactly and Zoom

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.

Xactly Zoom Interval-based propagation

DetectionStacksync polls Xactly for changes on an incremental schedule, reading only records changed since the previous pass. No CDC log for external tools to consume.

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

Zoom Xactly Sub-second propagation

DetectionZoom notifies Stacksync of record changes through webhook events. Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time.

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

Rate-limit considerations

  • Xactly: Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
  • Zoom: APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
What ships with Xactly ⇄ Zoom

Connect Xactly and Zoom for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Xactly–Zoom connection.

Real-time

Two-way sync

Changes in Xactly or Zoom instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Xactly or Zoom 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 Xactly or Zoom record.

Observability

Monitoring

Track your Xactly ⇄ Zoom sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Xactly and Zoom.

How the Xactly and Zoom connectors work

Xactly

Integration surface
Xactly Connect REST API v2 (JSON), plus ODBC/JDBC drivers over the same ANSI-SQL data model. Incent data is exposed as SQL-queryable objects (for example xactly_order, xactly_credit, xactly_transaction, xactly_payment); data is loaded and extracted through Connect load/query steps and server-side ETL Pipelines. The base host is region/pod-specific (for example https://<pod>.xactlycorp.com).
Authentication
OAuth 2.0 via the Xactly Connect API Gateway (bearer tokens issued on behalf of an Xactly Incent user), with HTTP Basic authentication using a dedicated Xactly Connect service-user's credentials also supported for the Connect REST API v2. The connecting user needs Connect/API access plus the relevant object permissions in Incent.
Change detection
No CDC log for external tools to consume. Incremental sync uses SQL predicates on modified/last-updated timestamp columns (for example WHERE modified_date > watermark) against Connect's queryable objects, or scheduled Connect ETL Pipelines that pull deltas since the last run. Xactly Connect has no outbound HTTP webhooks, so change detection is pull/ETL-based.
Capabilities
read · write
Rate limits
Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
Xactly setup guide

Zoom

Integration surface
REST API (v2) with webhook Event Subscriptions
Authentication
OAuth 2.0 — user-authorized OAuth or Server-to-Server OAuth using account credentials; access tokens are valid for one hour and requests use granular per-resource scopes (e.g. meeting:read, user:write)
Change detection
Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time events, with polling on list endpoints using date-range filters for backfill and objects without an event
Capabilities
read · write · webhooks
Rate limits
APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
How it works

How to connect Xactly to Zoom — 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 Xactly and Zoom 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
    Xactly connected
    Zoom connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Xactly and Zoom 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 · Xactly ⇄ Zoom
    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
    Xactly Zoom
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Xactly and Zoom 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
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 433 integrations available for Xactly and Zoom.

Popular · 7 of 433
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