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Business productivity ⇄ CRM

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

Keep eClinicalWorks 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

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Why teams connect eClinicalWorks and Salesmate

Sync what happens in eClinicalWorks 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 eClinicalWorks 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 Practitioners, Observations, Medications, Allergies in eClinicalWorks to Companies, Deals, Activities, Pipelines and Stages in Salesmate with bi-directional, real-time sync. Activity and record changes in eClinicalWorks update the matching contact or account in Salesmate, and CRM data flows the other way wherever eClinicalWorks can store and use it.

Common use cases

  • Land encounter and billing-context data in a warehouse for utilization and revenue-cycle reporting.
  • Feed appointment events to reminder and messaging platforms to reduce no-shows.
  • Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
  • Hand off won deals to invoicing or accounting tools automatically.

Where eClinicalWorks runs outreach

Prospects, sends, and replies sync into Salesmate, keeping lead status current without manual imports.

Where eClinicalWorks supplies contact or company data

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

Where eClinicalWorks processes payments

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

What you can sync between eClinicalWorks 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.

eClinicalWorks objects Salesmate objects
Allergies Allergy and intolerance entries in the clinical record. Activities Calls, emails, and tasks logged against records and exported for analytics.
Immunizations Vaccination history exposed for registries and patient apps. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Documents Clinical notes and attachments referenced from the chart. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Diagnostic reports Structured result reports grouping observations for a study or panel. Notes Free-text records synced for context in support or success tools.
Patients Demographic records exposed via FHIR Patient resources and HL7 ADT feeds; the anchor for all clinical syncs. Users Team member records used for ownership mapping.
Appointments Scheduling records available via FHIR and HL7 SIU messages, synced for reminders and outreach. Contacts Person records synced with marketing tools and enrichment databases.
What ships with eClinicalWorks ⇄ Salesmate

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever eClinicalWorks 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 eClinicalWorks or Salesmate record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between eClinicalWorks and Salesmate.

How the eClinicalWorks and Salesmate connectors work

eClinicalWorks

Integration surface
FHIR R4 REST API plus HL7 v2 interfaces (ADT, SIU, ORU) through an interface engine
Authentication
OAuth 2.0 / SMART on FHIR for the FHIR API; site-configured credentials for HL7 interface connections
Change detection
HL7 interface feeds push event messages as they occur; the FHIR API is polled
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and interface throughput agreements

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 eClinicalWorks 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 eClinicalWorks 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
    eClinicalWorks connected
    Salesmate connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the eClinicalWorks 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 · eClinicalWorks ⇄ 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
    eClinicalWorks Salesmate
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

eClinicalWorks 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 eClinicalWorks and Salesmate.

Popular · 8 of 386
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