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Business productivity ⇄ CRM

ConnectWise to Salesloft integration — real-time, two-way sync

Keep ConnectWise and Salesloft 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 ConnectWise and Salesloft

Sync what happens in ConnectWise with the customer records in Salesloft, 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 ConnectWise 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 Invoices, Configurations, Members, Activities in ConnectWise to Users, Custom Fields, People, Accounts in Salesloft with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Salesloft, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • Sync time entries to payroll or BI tools for utilization analysis across technicians.
  • Auto-enroll leads into cadences when a row in an enrichment database meets a scoring condition.
  • Write email and call activity back to the CRM or a Postgres table for a complete engagement timeline.

Where ConnectWise processes payments

Charges, refunds, and subscription changes appear on the account in Salesloft, so revenue context lives with the relationship.

Where ConnectWise can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesloft sync into ConnectWise, so people working there have the context without switching tools.

Where ConnectWise handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Salesloft, so sales sees open issues before the next call.

What you can sync between ConnectWise and Salesloft

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.

ConnectWise objects Salesloft objects
Projects Project and phase records synced for delivery tracking outside the PSA. Cadence Memberships Enrollment records linking a person to a cadence step and status.
Time Entries Logged technician time, often exported for payroll and invoicing checks. Emails Sent and received email activity with engagement metadata, synced out for analytics.
Invoices Billing records reconciled against accounting systems. Calls Logged call activity with dispositions and recordings metadata.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Tasks Rep to-dos created and completed within cadences.
Members Internal users and technicians referenced by tickets and time entries. Meetings Booked meeting records tied to people and users.
Activities Sales and service activity records synced for engagement reporting. Users Seller records used for ownership mapping and activity attribution.
What ships with ConnectWise ⇄ Salesloft

Connect ConnectWise and Salesloft for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in ConnectWise or Salesloft instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Salesloft 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 ConnectWise or Salesloft record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between ConnectWise and Salesloft.

How the ConnectWise and Salesloft connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

Salesloft

Integration surface
REST API (v2)
Authentication
OAuth 2.0
Change detection
Webhook event subscriptions plus polling on updated_at timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-minute API rate limits
How it works

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

    Choose tables

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

ConnectWise and Salesloft integration FAQ

SECURITY

Security teams love 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 386 integrations available for ConnectWise and Salesloft.

Popular · 8 of 386
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