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ERP ⇄ CRM

Brightpearl to Drift integration — real-time, two-way sync

Keep Brightpearl and Drift 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 Fivetran
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Migrated from Celigo
Why teams connect Brightpearl and Drift

Close the gap between front office and back office: Drift and Brightpearl share customers and status in real time, in both directions.

Drift holds the customer relationship; Brightpearl 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.

Stacksync syncs Playbooks, Meetings, Contacts, Conversations in Drift with Contacts, Inventory and warehouses, Goods-out notes, Invoices and payments in Brightpearl field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Sync Drift-captured contacts into the CRM so chat-sourced leads enter standard sales workflows immediately.
  • Land conversation transcripts and outcomes in a warehouse for funnel and chat-to-pipeline analysis.
  • Push invoices and payments into an accounting platform for reconciliation.
  • Keep the product catalog aligned between Brightpearl and e-commerce channels, including price list changes.

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

Invoice and payment state from Brightpearl shows on the account in Drift, 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 Brightpearl manages people and org data: keep Drift aligned

Owners, territories, and org structure informed by Brightpearl stay current in Drift.

What you can sync between Brightpearl and Drift

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.

Brightpearl objects Drift objects
Invoices and payments Financial documents synced to accounting platforms for reconciliation. Messages Individual messages within a conversation, used for transcript and intent analysis.
Custom fields Per-object custom attributes included in field mappings. Accounts Company records used for account-based routing and targeting.
Products SKU records with variants and price lists, synced with e-commerce and ERP catalogs. Users Agents and sales reps who own conversations and meetings.
Sales orders Orders from all channels; the central object for fulfillment and revenue syncs. Playbooks Bot flows that generate conversations and qualify visitors.
Purchase orders Supplier orders synced with procurement or accounting systems. Meetings Meetings booked through Drift, synced to CRM as sales activities.
Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object.
What ships with Brightpearl ⇄ Drift

Connect Brightpearl and Drift for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Brightpearl or Drift instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Brightpearl or Drift 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 Brightpearl or Drift record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Brightpearl and Drift.

How the Brightpearl and Drift connectors work

Brightpearl

Integration surface
REST API, organized into services (order, product, contact, warehouse, accounting)
Authentication
OAuth 2.0 (authorization code grant) for current apps; legacy private and public apps authenticate with app reference and account token headers
Change detection
Webhooks for object created/updated events, with resource search polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints

Drift

Integration surface
REST API
Authentication
OAuth 2.0 via apps registered on the Drift developer platform
Change detection
Webhook events for new conversations, messages, and contact changes; polling for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

Brightpearl and Drift 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Brightpearl and Drift.

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