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Database ⇄ CRM

PostgreSQL to Salesmate integration — real-time, two-way sync

Keep PostgreSQL and Salesmate 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 PostgreSQL and Salesmate

Treat Salesmate like part of your database: its records live in PostgreSQL as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in PostgreSQL, where it can be queried and joined like everything else.

Stacksync mirrors Products, Notes, Users, Contacts from Salesmate into Materialized Views, Schemas, Columns, Primary and Unique Keys in PostgreSQL with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Salesmate with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
  • Hand off won deals to invoicing or accounting tools automatically.
  • Let an application write to its own database and have those rows appear as records in business systems in near real time
  • Consolidate data from several microservice databases into one operational Postgres store

Query the CRM like a database

Accounts, contacts, and custom objects from Salesmate become tables in PostgreSQL you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to PostgreSQL sync onto the matching records in Salesmate, giving go-to-market teams live product context.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Salesmate API, limits, and retries.

What you can sync between PostgreSQL and Salesmate

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.

PostgreSQL objects Salesmate objects
Primary and Unique Keys Used as match keys for idempotent upserts and conflict resolution. Contacts Person records synced with marketing tools and enrichment databases.
JSONB Columns Hold semi-structured payloads such as nested SaaS objects or metadata. Companies Organization records linked to contacts and deals.
Sequences Generate surrogate keys for rows created by inbound syncs. Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
Custom Types and Enums Constrain synced values to a fixed set, mirroring picklist fields. Activities Calls, emails, and tasks logged against records and exported for analytics.
Tables The primary sync target; rows map one-to-one to records in connected SaaS systems. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Views Read-side projections used to expose joined or filtered data to a sync. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
What ships with PostgreSQL ⇄ Salesmate

Connect PostgreSQL and Salesmate for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in PostgreSQL or Salesmate instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever PostgreSQL or Salesmate 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 PostgreSQL or Salesmate record.

Observability

Monitoring

Track your PostgreSQL ⇄ Salesmate sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between PostgreSQL and Salesmate.

How the PostgreSQL and Salesmate connectors work

PostgreSQL

Integration surface
SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication
Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection
Logical replication (wal_level = logical) for change data capture via the "Postgres" connector; database triggers (TRIGGER grant + stacksync_logging schema) via the trigger-based "Postgres Heroku" connector where
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput
PostgreSQL setup guide

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect PostgreSQL to Salesmate — 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 PostgreSQL and Salesmate 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
    PostgreSQL connected
    Salesmate connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the PostgreSQL and Salesmate 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 · PostgreSQL ⇄ Salesmate
    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
    PostgreSQL Salesmate
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

PostgreSQL and Salesmate 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 PostgreSQL and Salesmate.

Popular · 8 of 386
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