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Accounting and finance ⇄ CRM

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

Keep Pigment 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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Why teams connect Pigment and Streak CRM

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

Finance and sales describe the same customers in different systems. Streak CRM 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 Custom fields, Pipelines, Boxes, Stages in Streak CRM 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

  • Keep dimension lists such as departments and cost centers consistent with master data in the ERP.
  • Sync headcount and compensation data from an HRIS into workforce planning models.
  • 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

Collections with context

Finance sees the account owner and relationship history from Streak CRM when chasing a balance, and sales sees that the chase is happening.

Where Streak CRM 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 Streak CRM, so reps see overdue balances before they promise the next order.

What you can sync between Pigment 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.

Pigment objects Streak CRM objects
Scenarios Versions such as budget, forecast, and actuals that give exported figures their context Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox.
Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model Custom fields Per-pipeline field definitions that determine what data a box can hold.
Users and permissions Access controls governing which model areas a sync can touch Pipelines Define the process and the custom field schema that boxes in them carry.
Applications Planning models organized by domain such as finance, sales, or workforce Boxes The core record (a deal, hire, or project) tracked through pipeline stages.
Metrics Multidimensional values holding plans and actuals; the main target for inbound data Stages Pipeline steps whose transitions are the usual trigger for downstream syncs.
Dimension lists Master data like accounts, products, or employees that metrics are sliced by Contacts People linked to boxes, synced with marketing and support tools.
What ships with Pigment ⇄ Streak CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Pigment 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 Pigment or Streak CRM record.

Observability

Monitoring

Track your Pigment ⇄ 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 Pigment and Streak CRM.

How the Pigment and Streak CRM connectors work

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

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 Pigment 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 Pigment 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
    Pigment connected
    Streak CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Pigment 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 Pigment and Streak CRM.

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