Real-time
Two-way sync
Changes in Rootstock ERP or Streak CRM instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Rootstock ERP to Streak CRM integration — real-time, two-way sync
Keep Rootstock ERP 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 Celigo
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Rootstock ERP and Streak CRM
Close the gap between front office and back office: Streak CRM and Rootstock ERP share customers and status in real time, in both directions.
Streak CRM holds the customer relationship; Rootstock ERP 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 Sales Orders, Work Orders, Purchase Orders, Items / Products in Rootstock ERP 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
- Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
- Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
Where Rootstock ERP handles order-to-cash: closed-won flows through
A deal won in Streak CRM creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.
Where Rootstock ERP is the finance system of record: money status on the account
Invoice and payment state from Rootstock ERP 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 Rootstock ERP 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.
| Rootstock ERP objects | Streak CRM objects | |
|---|---|---|
| Purchase Orders Procurement documents synced with supplier portals and AP systems. | Boxes The core record (a deal, hire, or project) tracked through pipeline stages. | |
| Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. | Stages Pipeline steps whose transitions are the usual trigger for downstream syncs. | |
| Bills of Material Multi-level product structures read for costing and planning integrations. | Contacts People linked to boxes, synced with marketing and support tools. | |
| Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. | Organizations Company records associated with contacts and boxes. | |
| Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. | Tasks To-dos attached to boxes for follow-up tracking. | |
| Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. | Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. |
What ships with Rootstock ERP ⇄ Streak CRM
Connect Rootstock ERP and Streak CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rootstock ERP–Streak CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Rootstock ERP 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 Rootstock ERP or Streak CRM record.
Observability
Monitoring
Track your Rootstock ERP ⇄ 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 Rootstock ERP and Streak CRM.
How the Rootstock ERP and Streak CRM connectors work
Rootstock ERP
- Integration surface
- Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
- Authentication
- OAuth 2.0 (standard Salesforce connected app flows)
- Change detection
- Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
- Capabilities
- read · write · CDC
- Rate limits
- Consumes the Salesforce org's daily API request allocation, shared with other integrations
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 Rootstock ERP 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.
- 01
Connect your apps
Authenticate Rootstock ERP 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.
Rootstock ERP
connected
Streak CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Rootstock ERP 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.
objects · Rootstock ERP ⇄ Streak CRMCustomers 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.
Rootstock ERP Streak CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Rootstock ERP and Streak CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Rootstock ERP and Streak CRM: authenticate both systems, choose the objects to sync (such as Rootstock ERP's Purchase Orders and Items / Products), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Streak CRM side: Custom fields, Pipelines, Boxes, Stages, plus custom fields where Streak CRM exposes them. On the Rootstock ERP side: Sales Orders, Work Orders, Purchase Orders, Items / Products. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Rootstock ERP and Streak CRM: Where Rootstock ERP handles order-to-cash: closed-won flows through; Where Rootstock ERP is the finance system of record: money status on the account; One customer master. A deal won in Streak CRM creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.
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Rootstock ERP: Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects. Authentication: OAuth 2.0 (standard Salesforce connected app flows). Streak CRM: REST API. Authentication: API key issued per user. Stacksync manages authentication, retries, and rate limits on both sides.
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Streak CRM: Streak runs inside Gmail as an extension, so its boxes link directly to email threads rather than to a standalone activity log. Rootstock ERP: Rootstock is built natively on the Salesforce Platform, so ERP records are managed-package custom objects queryable with SOQL alongside CRM data. Stacksync's field mapping accounts for these differences between Rootstock ERP and Streak CRM without custom code.
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 Rootstock ERP and Streak CRM.
Popular · 8 of 386
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Rootstock ERP ⇄ Twenty CRM -
Rootstock ERP ⇄ Veeva CRM -
Rootstock ERP ⇄ Vtiger CRM -
Rootstock ERP ⇄ Zoho SalesIQ -
Streak CRM ⇄ Körber WMS -
Streak CRM ⇄ Linnworks -
Streak CRM ⇄ Logiwa WMS -
Streak CRM ⇄ Macola ERP
No integrations match .
