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ERP ⇄ CRM

JobBOSS² to Streak CRM integration — real-time, two-way sync

Keep JobBOSS² and Streak 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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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
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Why teams connect JobBOSS² and Streak CRM

Close the gap between front office and back office: Streak CRM and JobBOSS² share customers and status in real time, in both directions.

Streak CRM holds the customer relationship; JobBOSS² runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Custom fields, Pipelines, Boxes, Stages in Streak CRM with Time Entries, Invoices, Shipments, Customers in JobBOSS² field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Keep contacts aligned between Streak and email marketing or enrichment tools
  • Sync Streak boxes into Postgres so operations can query pipeline data with SQL and back internal tools
  • Keep customer and vendor records consistent between JobBOSS² and the rest of the stack
  • Sync quotes and jobs from JobBOSS² to a CRM so estimators and sales share live status on make-to-order work

Where JobBOSS² handles order-to-cash: closed-won flows through

A deal won in Streak CRM creates or updates the customer in JobBOSS² with clean data, so fulfillment and invoicing start without re-entry.

Where JobBOSS² is the finance system of record: money status on the account

Invoice and payment state from JobBOSS² shows on the account in Streak CRM, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between JobBOSS² and Streak 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.

JobBOSS² objects Streak CRM objects
Materials & Inventory Material and stock data feed purchasing and availability checks. Stages Pipeline steps whose transitions are the usual trigger for downstream syncs.
Purchase Orders PO data syncs outward for spend and receiving visibility. Contacts People linked to boxes, synced with marketing and support tools.
Vendors Vendor records keep procurement and accounting tools consistent. Organizations Company records associated with contacts and boxes.
Time Entries Shop-floor time data consolidates into costing and payroll reporting. Tasks To-dos attached to boxes for follow-up tracking.
Invoices Billing documents flow to accounting and BI systems. Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox.
Shipments Shipment records close the loop to customers and CRM records. Custom fields Per-pipeline field definitions that determine what data a box can hold.
What ships with JobBOSS² ⇄ Streak CRM

Connect JobBOSS² and Streak CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every JobBOSS²–Streak CRM connection.

Real-time

Two-way sync

Changes in JobBOSS² or Streak CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever JobBOSS² or Streak 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 JobBOSS² or Streak CRM record.

Observability

Monitoring

Track your JobBOSS² ⇄ Streak CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between JobBOSS² and Streak CRM.

How the JobBOSS² and Streak CRM connectors work

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published
How it works

How to connect JobBOSS² to Streak 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 JobBOSS² and Streak 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
    JobBOSS² connected
    Streak CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the JobBOSS² and Streak 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 · JobBOSS² ⇄ Streak 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
    JobBOSS² Streak CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

JobBOSS² and Streak 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 JobBOSS² and Streak CRM.

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