Real-time
Two-way sync
Changes in Nutshell or Salesforce instantly reflect in both systems. No stale data, no manual imports.
CRM
Nutshell to Salesforce integration — real-time, two-way sync
Keep Nutshell and Salesforce 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Nutshell and Salesforce
Run Nutshell and Salesforce 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 Tags, Users, Leads, People in Nutshell with Leads, Opportunities, Cases, Campaigns in Salesforce 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
- Write subscription or product data from internal systems into Nutshell so reps see account context.
- Mirror tasks and activities into ops tools for cross-team visibility.
- Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
- Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
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.
What you can sync between Nutshell and Salesforce
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.
| Nutshell objects | Salesforce objects | |
|---|---|---|
| Tags Segmentation labels mapped to lists or filters in downstream tools | Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. | |
| Users Rep records used to resolve ownership when syncing assignments | Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. | |
| Leads Nutshell's deal object; synced as the pipeline record linked to people and companies | Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. | |
| People Individual contacts, kept consistent with marketing and outreach tools | Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. | |
| Companies Account records that group people and leads for account-level syncs | Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. | |
| Activities Logged calls, meetings, and emails used for engagement reporting | Cases Support records; synced with help desk tools or internal databases for escalation workflows. |
What ships with Nutshell ⇄ Salesforce
Connect Nutshell and Salesforce for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Nutshell–Salesforce connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Nutshell or Salesforce 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 Nutshell or Salesforce record.
Observability
Monitoring
Track your Nutshell ⇄ Salesforce sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Nutshell and Salesforce.
How the Nutshell and Salesforce connectors work
Nutshell
- Integration surface
- JSON-RPC API over HTTPS; a newer REST API is also offered
- Authentication
- HTTP Basic with account email and API key
- Change detection
- webhook subscriptions for record events, with polling as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- subject to the platform's API rate limits
Salesforce
- Integration surface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
- Capabilities
- read · write · CDC
- Rate limits
- Daily API request allocations vary by edition and license count.
How it works
How to connect Nutshell to Salesforce — 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.
- 01
Connect your apps
Authenticate Nutshell and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Nutshell
connected
Salesforce
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Nutshell and Salesforce 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.
objects · Nutshell ⇄ SalesforceCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Nutshell SalesforceCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Nutshell and Salesforce integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Nutshell and Salesforce: authenticate both systems, choose the objects to sync (such as Nutshell's Tags and Users), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Nutshell: The deal object is called a Lead in Nutshell, and it links to separate People and Company records rather than replacing them. Salesforce: Salesforce org must have API access enabled — Group and Essentials editions cannot use Stacksync; Professional requires the API add-on. Stacksync's field mapping accounts for these differences between Nutshell and Salesforce without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Nutshell and Salesforce records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Nutshell and Salesforce connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Nutshell–Salesforce integration in-house.
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Yes — Stacksync ships production-grade connectors for both Nutshell and Salesforce. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Nutshell: Webhook subscriptions for record events, with polling as fallback. On Salesforce: Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting). Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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 Nutshell and Salesforce.
Popular · 8 of 386
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Nutshell ⇄ Clearbit -
Nutshell ⇄ Close -
Nutshell ⇄ Copper CRM -
Nutshell ⇄ Creatio CRM -
Salesforce ⇄ Streak CRM -
Salesforce ⇄ SugarCRM -
Salesforce ⇄ Twenty CRM -
Salesforce ⇄ Veeva CRM
No integrations match .
