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CRM ⇄ ERP

Streak CRM to Visibility ERP integration — real-time data sync

Keep Streak CRM 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Streak CRM and Visibility ERP

Flow Visibility ERP data into Streak CRM 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 Streak CRM, so Streak CRM always reflects the current state of Visibility ERP — without exports, scripts, or schedulers.

Streak CRM 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

  • 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
  • Sync customer records into a CRM so sales teams see order and project history alongside the account.
  • Feed inventory and work-order status into a warehouse for on-time-delivery reporting.

Where Visibility ERP handles order-to-cash: closed-won flows through

A deal won in Streak CRM creates or updates the customer in Visibility ERP with clean data, so fulfillment and invoicing start without re-entry.

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 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 Streak CRM 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.

Streak CRM objects Visibility ERP objects
Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. Inventory On-hand balances by location, read for availability and reporting.
Custom fields Per-pipeline field definitions that determine what data a box can hold. Customers Buyer master records referenced by orders and projects.
Pipelines Define the process and the custom field schema that boxes in them carry. Vendors Supplier records used in procurement.
Boxes The core record (a deal, hire, or project) tracked through pipeline stages. Parts and Items Engineering and inventory item master data.
Stages Pipeline steps whose transitions are the usual trigger for downstream syncs. Bills of Material Multi-level product structures central to engineer-to-order manufacturing.
Contacts People linked to boxes, synced with marketing and support tools. Projects Contract and project records that group orders, costs, and schedules.
What ships with Streak CRM ⇄ Visibility ERP

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Streak CRM 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 Streak CRM or Visibility ERP record.

Observability

Monitoring

Track your Streak CRM ⇄ 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 Streak CRM and Visibility ERP.

How the Streak CRM and Visibility ERP connectors work

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

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 Streak CRM 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 Streak CRM 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
    Streak CRM connected
    Visibility ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Streak CRM 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 Streak CRM and Visibility ERP.

Popular · 8 of 386
All Streak CRM integrations All Visibility ERP integrations Browse all integrations
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