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Accounting and finance ⇄ CRM

Rillet to Salesloft integration — real-time, two-way sync

Keep Rillet and Salesloft 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 Rillet and Salesloft

Sync customers, invoices, and payment status between Rillet and Salesloft in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Salesloft knows the relationship: who the contacts are and what is in motion with the account. Rillet 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 Customer, Vendor, Invoice, Credit Memo in Rillet to Custom Fields, People, Accounts, Cadences in Salesloft 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

  • Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • Keep person and account custom fields populated from an enrichment pipeline for personalization tokens.
  • Reconcile ownership by syncing user assignments between the CRM and Salesloft.

Where Salesloft tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Rillet appears on the account in Salesloft, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Salesloft, Rillet gets the update before the next invoice goes out.

What you can sync between Rillet and Salesloft

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.

Rillet objects Salesloft objects
Custom Field Synced with incremental and full sync per the Stacksync docs. Accounts Company records mirrored from the CRM for account-based workflows.
Account Synced with incremental and full sync per the Stacksync docs. Cadences Multi-step outreach sequences that people are enrolled in and reported on.
Customer Synced with incremental and full sync per the Stacksync docs. Cadence Memberships Enrollment records linking a person to a cadence step and status.
Vendor Synced with incremental and full sync per the Stacksync docs. Emails Sent and received email activity with engagement metadata, synced out for analytics.
Invoice Synced with incremental and full sync per the Stacksync docs. Calls Logged call activity with dispositions and recordings metadata.
Credit Memo Synced with incremental and full sync per the Stacksync docs. Tasks Rep to-dos created and completed within cadences.
What ships with Rillet ⇄ Salesloft

Connect Rillet and Salesloft for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Rillet or Salesloft instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rillet or Salesloft 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 Rillet or Salesloft record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rillet and Salesloft.

How the Rillet and Salesloft connectors work

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide

Salesloft

Integration surface
REST API (v2)
Authentication
OAuth 2.0
Change detection
Webhook event subscriptions plus polling on updated_at timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-minute API rate limits
How it works

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

    Choose tables

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

Rillet and Salesloft 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

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