Stacksync Howto
Stacksync is a no-code tool that provides real-time and bidirectional data synchronization between CRMs and databases/data warehouses.
View MoreHow to Use Stacksync
Sign up for an account: Go to app.stacksync.cloud and sign up for a free account using Google, Microsoft, GitHub or email.
Connect your CRM and database: In the Stacksync dashboard, click to connect your CRM (e.g. Salesforce) and database (e.g. Postgres) using the provided OAuth or connection options.
Select tables to sync: Choose which tables/objects from your CRM you want to sync to your database. Stacksync will automatically map the schema.
Configure sync settings: Set up sync frequency, conflict resolution rules, and any data transformations needed.
Start the sync: Click to start the initial sync. Stacksync will begin replicating data in real-time between your CRM and database.
Set up triggers (optional): Use the no-code trigger editor to create custom rules for events like creating/updating records.
Monitor and manage: Use the Stacksync dashboard to monitor sync status, view logs, and manage settings as needed.
Stacksync FAQs
Stacksync is a real-time and bidirectional data synchronization tool between CRMs (e.g. Salesforce, Hubspot, SAP) and databases/data warehouses (e.g. Postgres, Google BigQuery, Snowflake). It allows users to sync data across systems in minutes without coding.
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