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CRM ⇄ Database

Gladly to MongoDB integration — real-time, two-way sync

Keep Gladly and MongoDB 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 Gladly and MongoDB

Treat Gladly like part of your database: its records live in MongoDB as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in MongoDB, where it can be queried and joined like everything else.

Stacksync mirrors Tasks, Customer profiles, Conversations, Conversation items from Gladly into Change streams, GridFS files, Databases, Collections in MongoDB with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Gladly with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
  • Push conversation outcomes into a CRM so account teams see support context on their accounts.
  • Keep a MongoDB-backed product catalog aligned with an ERP's item master in both directions.
  • Consolidate documents from multiple clusters or tenants into a single warehouse-facing store.

Trigger workflows from CRM changes

Field and stage updates in Gladly arrive as row changes in MongoDB, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Gladly become tables in MongoDB you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to MongoDB sync onto the matching records in Gladly, giving go-to-market teams live product context.

What you can sync between Gladly and MongoDB

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.

Gladly objects MongoDB objects
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Indexes Keep lookups by sync key fast on large collections.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Views Read-only aggregation-defined sources for filtered sync datasets.
Agents User records used to attribute work in CX analytics. Change streams The oplog-backed event feed that powers real-time change capture.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. GridFS files Chunked file storage whose metadata can be referenced by synced documents.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Databases Logical groupings of collections that scope a sync connection.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Collections The table-like sync unit; each collection maps to a table or object in the paired system.
What ships with Gladly ⇄ MongoDB

Connect Gladly and MongoDB for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Gladly or MongoDB instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or MongoDB 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 Gladly or MongoDB record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Gladly and MongoDB.

How the Gladly and MongoDB connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

MongoDB

Integration surface
MongoDB wire protocol via official drivers; Atlas additionally offers an administration REST API for cluster management
Authentication
Database credentials (username/password) or TLS/SSL X.509 certificate (.pem upload), entered individually or via a MongoDB connection string (SRV or standard); Stacksync IP allowlisting required
Change detection
MongoDB oplog and change streams (requires the database to run as a replica set — even single-node); Stacksync leverages these built-in tools to track changes in real time
Capabilities
read · write · CDC
MongoDB setup guide
How it works

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

    Choose tables

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

Gladly and MongoDB 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.

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 386 integrations available for Gladly and MongoDB.

Popular · 8 of 386
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