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CRM

Copper CRM to Infor CRM integration — real-time, two-way sync

Keep Copper CRM and Infor CRM 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 Copper CRM and Infor CRM

Run Copper CRM and Infor CRM side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Companies, Leads, Opportunities, Activities in Copper CRM with Campaigns, Custom entities, Accounts, Contacts in Infor CRM in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • 01 Mirror Copper data into Postgres so internal tools can query CRM state without extra API calls.
  • 02 Sync Copper people and opportunities into a warehouse for pipeline reporting beyond Copper's native dashboards.
  • 03 Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.
  • 04 Keep Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.

Common sync patterns

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

What you can sync between Copper CRM and Infor CRM

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.

Copper CRM objects Infor CRM objects How this pairing syncs
Leads Unqualified prospects kept separate from People until converted. Leads Unqualified records synced in from marketing sources. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. Opportunities Pipeline records synced out for forecasting and reporting. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Activities Logged emails, calls, meetings, and notes attached to records. Activities Calls, meetings, and tasks synced for engagement reporting. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Companies Organization records linked to people and opportunities. Tickets Service records synced with helpdesk and field service systems. Companies is specific to Copper CRM and Tickets to Infor CRM — each maps to any object or custom field on the other side.
Tasks To-dos with due dates and assignees, usable in workload syncs. Campaigns Marketing containers linked to leads and opportunities. Tasks is specific to Copper CRM and Campaigns to Infor CRM — each maps to any object or custom field on the other side.
Projects Post-sale work records Copper offers alongside classic CRM objects. Custom entities Deployment-specific objects added through the customizable entity model. Projects is specific to Copper CRM and Custom entities to Infor CRM — each maps to any object or custom field on the other side.

How changes propagate between Copper CRM and Infor CRM

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Copper CRM Infor CRM Sub-second propagation

DetectionCopper CRM notifies Stacksync of record changes through webhook events. Webhook subscriptions for record create/update/delete events.

DeliveryEach detected change is written to Infor CRM through its API, with automatic retries and rate-limit backoff.

Infor CRM Copper CRM Interval-based propagation

DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.

DeliveryEach detected change is written to Copper CRM through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Copper CRM: Subject to the platform's API rate limits.
  • Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
What ships with Copper CRM ⇄ Infor CRM

Connect Copper CRM and Infor CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Infor CRM connection.

Real-time

Two-way sync

Changes in Copper CRM or Infor CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Copper CRM or Infor CRM 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 Copper CRM or Infor CRM record.

Observability

Monitoring

Track your Copper CRM ⇄ Infor CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Copper CRM and Infor CRM.

How the Copper CRM and Infor CRM connectors work

Copper CRM

Integration surface
REST API
Authentication
API key paired with the requesting user's email address, sent as request headers
Change detection
Webhook subscriptions for record create/update/delete events; polling as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
How it works

How to connect Copper CRM to Infor CRM — 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 Copper CRM and Infor CRM 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
    Copper CRM connected
    Infor CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Copper CRM and Infor CRM 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 · Copper CRM ⇄ Infor CRM
    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
    Copper CRM Infor CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Copper CRM and Infor CRM integration FAQ

SECURITY

Security teams trust 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
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 542 integrations available for Copper CRM and Infor CRM.

Popular · 8 of 542
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