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CRM

Gladly to Veeva CRM integration — real-time, two-way sync

Keep Gladly and Veeva CRM 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 Veeva CRM

Run Gladly and Veeva CRM side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Conversations, Conversation items, Agents, Topics in Gladly with Calls, Medical Inquiries, Sample Transactions, Consent Records in Veeva CRM in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

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.
  • Mirror medical inquiries into a medical information system for fulfillment and audit.
  • Sync HCP and HCO accounts between Veeva CRM and a customer master or MDM system to keep the customer master aligned.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

What you can sync between Gladly and Veeva CRM

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 Veeva CRM objects
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown.
Agents User records used to attribute work in CX analytics. Medical Inquiries Information requests captured in the field and routed to medical affairs.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Sample Transactions Sample disbursement records tracked for regulatory compliance.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Key Messages and CLM Content Approved content presented during calls, referenced in activity data.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system.
What ships with Gladly ⇄ Veeva CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Veeva CRM 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 Veeva CRM record.

Observability

Monitoring

Track your Gladly ⇄ Veeva CRM 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 Veeva CRM.

How the Gladly and Veeva CRM 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

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works

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

    Choose tables

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

Gladly and Veeva CRM 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 Veeva CRM.

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