The product runs itself. We help you start well.
StackSync is built so a RevOps or data lead can set up a sync alone. These engagements exist for teams who would rather get the first one right with us in the room.
Real-time sync implementation
Who it is for
For RevOps and data teams who want a working two-way sync without learning an integration platform from scratch.
We configure your first real-time, bidirectional syncs with you: connecting both systems, confirming the field mapping, and setting conflict and direction rules per pipeline.
- Connector authentication and mapping review
- Direction and conflict-rule configuration
- A validated first sync in your environment
Scope note: this covers configuration on the StackSync platform. It does not include changes to your source systems' own data models.
Workflow automation design
Who it is for
For operations teams that want to act on data events, not just move them.
We help you design no-code workflows on top of your syncs: notifications, record updates, and downstream actions triggered by record events, with pro-code steps where logic is specific.
- Event-to-action mapping
- Alerting to Slack, email, or PagerDuty
- Handover so your team can extend it
Scope note: complex custom logic may need engineering time on your side; we will flag that early rather than over-promise.
Security-review support
Who it is for
For teams in regulated industries that need a sync to clear procurement.
We walk through your security questionnaire, configure residency regions and access controls, and provide the documentation a reviewer asks for, including our DPA and sub-processor list.
- Questionnaire and DPA review
- Residency and access configuration
- Documentation for your reviewer
Scope note: we provide product capabilities and documentation. We are not your legal or compliance advisor and do not certify your overall compliance.
Want help with your first sync?
Tell us what you are connecting and we will suggest the right level of help, or none if you do not need it.