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CRM ⇄ Database

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

Keep Salesmate and YugabyteDB 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 Salesmate and YugabyteDB

Treat Salesmate like part of your database: its records live in YugabyteDB 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 YugabyteDB, where it can be queried and joined like everything else.

Stacksync mirrors Companies, Deals, Activities, Pipelines and Stages from Salesmate into Sequences, CDC Streams, Databases and Keyspaces, Tables in YugabyteDB 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

  • Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
  • Keep contact segments aligned bi-directionally with an email marketing platform.
  • Run log-based CDC from YugabyteDB tables into a warehouse for analytics without batch dumps.
  • Two-way sync between YugabyteDB application tables and a CRM so product data and account records stay consistent.

Internal tools without API code

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

Trigger workflows from CRM changes

Field and stage updates in Salesmate arrive as row changes in YugabyteDB, ready to drive jobs and notifications.

Query the CRM like a database

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

What you can sync between Salesmate and YugabyteDB

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.

Salesmate objects YugabyteDB objects
Users Team member records used for ownership mapping. Tables Distributed SQL tables split into tablets; the primary read and write targets.
Contacts Person records synced with marketing tools and enrichment databases. Indexes Global secondary indexes maintained transactionally alongside table writes.
Companies Organization records linked to contacts and deals. Materialized Views Precomputed query results available in YSQL for read-side shaping.
Deals Pipeline opportunities with stage and value, synced out for revenue reporting. Schemas Postgres-style namespaces in YSQL used to organize synced data.
Activities Calls, emails, and tasks logged against records and exported for analytics. Sequences ID generation objects relevant when syncing writes into YSQL tables.
Pipelines and Stages Sales process definitions read for stage mapping in syncs. CDC Streams Change streams over the storage-layer WAL consumed through logical replication or Debezium-compatible connectors.
What ships with Salesmate ⇄ YugabyteDB

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Salesmate and YugabyteDB connectors work

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

YugabyteDB

Integration surface
SQL wire protocol (PostgreSQL-compatible YSQL) plus a Cassandra-compatible YCQL API
Authentication
Database credentials
Change detection
Native CDC from the write-ahead log via PostgreSQL logical replication or Debezium-compatible connectors
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput scales with cluster nodes and tablet distribution.
How it works

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

    Choose tables

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

Salesmate and YugabyteDB 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 Salesmate and YugabyteDB.

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