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CRM ⇄ ERP

Salesloft to Visibility ERP integration — real-time data sync

Keep Salesloft and Visibility ERP 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 Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Salesloft and Visibility ERP

Flow Visibility ERP data into Salesloft in real time — no exports, no schedulers, no custom scripts.

Visibility ERP is a read-only source: Stacksync reads its data in real time and delivers it into Salesloft, so Salesloft always reflects the current state of Visibility ERP — without exports, scripts, or schedulers.

Salesloft holds the customer relationship; Visibility 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.

Common use cases

  • Write email and call activity back to the CRM or a Postgres table for a complete engagement timeline.
  • Keep person and account custom fields populated from an enrichment pipeline for personalization tokens.
  • Feed inventory and work-order status into a warehouse for on-time-delivery reporting.
  • Keep supplier and purchase-order data aligned with procurement analytics tools.

Where Visibility ERP is the finance system of record: money status on the account

Invoice and payment state from Visibility ERP shows on the account in Salesloft, 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.

Where Visibility ERP manages people and org data: keep Salesloft aligned

Owners, territories, and org structure informed by Visibility ERP stay current in Salesloft.

What you can sync between Salesloft and Visibility ERP

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.

Salesloft objects Visibility ERP objects
Emails Sent and received email activity with engagement metadata, synced out for analytics. Parts and Items Engineering and inventory item master data.
Calls Logged call activity with dispositions and recordings metadata. Bills of Material Multi-level product structures central to engineer-to-order manufacturing.
Tasks Rep to-dos created and completed within cadences. Projects Contract and project records that group orders, costs, and schedules.
Meetings Booked meeting records tied to people and users. Work Orders Shop-floor production orders tracked for status and cost.
Users Seller records used for ownership mapping and activity attribution. Sales Orders Customer orders with lines and delivery schedules.
Custom Fields Per-person and per-account fields commonly populated by enrichment syncs for personalization. Purchase Orders Supply orders for materials and subcontract work.
What ships with Salesloft ⇄ Visibility ERP

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesloft or Visibility ERP 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 Salesloft or Visibility ERP record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Salesloft and Visibility ERP connectors work

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

Visibility ERP

Integration surface
Vendor-provided integration surface (.NET web services); direct database access is a common path in on-premise deployments
Authentication
Application or database credentials, depending on the integration path
Change detection
Polling against tables or modified timestamps; no public event or CDC interface is documented
Capabilities
read
How it works

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

    Choose tables

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

Salesloft and Visibility ERP 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 Salesloft and Visibility ERP.

Popular · 8 of 386
All Salesloft integrations All Visibility ERP integrations Browse all integrations
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