Skip to content
Business productivity ⇄ CRM

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

Keep ConnectWise and Salesmate 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect ConnectWise and Salesmate

Sync what happens in ConnectWise with the customer records in Salesmate, 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 Opportunities, Agreements, Projects, Time Entries in ConnectWise to Notes, Users, Contacts, Companies in Salesmate with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Salesmate, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
  • Keep contact segments aligned bi-directionally with an email marketing platform.

Where ConnectWise can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesmate 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 Salesmate, so sales sees open issues before the next call.

Where ConnectWise supplies contact or company data

Enriched fields land directly on records in Salesmate, and refreshes keep them from going stale.

What you can sync between ConnectWise and Salesmate

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 Salesmate objects
Projects Project and phase records synced for delivery tracking outside the PSA. Companies Organization records linked to contacts and deals.
Time Entries Logged technician time, often exported for payroll and invoicing checks. Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
Invoices Billing records reconciled against accounting systems. Activities Calls, emails, and tasks logged against records and exported for analytics.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Members Internal users and technicians referenced by tickets and time entries. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Activities Sales and service activity records synced for engagement reporting. Notes Free-text records synced for context in support or success tools.
What ships with ConnectWise ⇄ Salesmate

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Salesmate 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 Salesmate record.

Observability

Monitoring

Track your ConnectWise ⇄ Salesmate 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 Salesmate.

How the ConnectWise and Salesmate 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

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

    Pick the ConnectWise and Salesmate 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 ⇄ Salesmate
    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 Salesmate
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

ConnectWise and Salesmate 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 Salesmate.

Popular · 8 of 386
All ConnectWise integrations All Salesmate integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own