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CRM ⇄ Accounting and finance

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

Keep Gladly and Pigment 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 Pigment

Sync customers, invoices, and payment status between Pigment and Gladly in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Gladly knows the relationship: who the contacts are and what is in motion with the account. Pigment knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Data imports, Users and permissions, Applications, Metrics in Pigment to Conversation items, Agents, Topics, Tasks in Gladly with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Push CRM pipeline data (deals, stages, amounts) into Pigment for revenue and capacity planning.
  • Export approved budgets and forecasts back to a warehouse or Postgres for downstream reporting.
  • Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • Mirror conversations and topics into a warehouse for CX analytics and staffing models.

Where Gladly tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Pigment with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Pigment appears on the account in Gladly, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Gladly, Pigment gets the update before the next invoice goes out.

What you can sync between Gladly and Pigment

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 Pigment objects
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Dimension lists Master data like accounts, products, or employees that metrics are sliced by
Agents User records used to attribute work in CX analytics. Tables Row-based transactional data loaded into models from source systems
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Scenarios Versions such as budget, forecast, and actuals that give exported figures their context
Tasks Follow-up work items created from external triggers or synced for workload reporting. Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Users and permissions Access controls governing which model areas a sync can touch
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Applications Planning models organized by domain such as finance, sales, or workforce
What ships with Gladly ⇄ Pigment

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Pigment 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 Pigment record.

Observability

Monitoring

Track your Gladly ⇄ Pigment 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 Pigment.

How the Gladly and Pigment 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

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

Gladly and Pigment 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 Gladly and Pigment.

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