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CRM ⇄ Data warehouse

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

Keep Gladly and Vertica 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 Vertica

Sync Gladly into Vertica continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Conversations, Conversation items, Agents, Topics from Gladly land in Vertica as live tables, updated within seconds, and columns computed in Vertica write back to fields in Gladly. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

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.
  • Consolidate data from multiple operational databases into Vertica schemas for enterprise BI.
  • Sync CRM accounts and opportunities into Vertica to join with large-scale behavioral or telemetry data.

Cleanup that sticks

Deduplication and normalization done in Vertica can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

Accounts, contacts, and activity from Gladly are queryable in Vertica moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Vertica appear as fields in Gladly, where the people working accounts actually see them.

What you can sync between Gladly and Vertica

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 Vertica objects
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Flex Tables Schema-flexible tables for semi-structured JSON data landed before modeling.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. External Tables Data queried in place on files or object storage without loading.
Agents User records used to attribute work in CX analytics. Schemas Namespaces used to organize synced datasets by domain or source.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Tables Columnar tables; the primary read and write targets for syncs.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Projections Sorted, encoded physical copies of table data that the optimizer selects at query time; they affect load and query behavior rather than being addressed directly.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Views Logical views used to shape reads for downstream consumers.
What ships with Gladly ⇄ Vertica

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Vertica 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 Vertica record.

Observability

Monitoring

Track your Gladly ⇄ Vertica 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 Vertica.

How the Gladly and Vertica 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

Vertica

Integration surface
SQL over JDBC, ODBC, and ADO.NET drivers
Authentication
Database credentials, with LDAP, Kerberos, and OAuth options in enterprise deployments
Change detection
No exposed transaction-log CDC; polling on timestamp or epoch columns
Capabilities
read · write
Rate limits
No API rate limits; throughput is bounded by cluster resources, and bulk COPY is preferred over row-by-row writes.
How it works

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

    Choose tables

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

Gladly and Vertica 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 Vertica.

Popular · 8 of 386
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