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CRM ⇄ ERP

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

Keep Copper CRM and Infor WMS 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 WMS

Close the gap between front office and back office: Copper CRM and Infor WMS share customers and status in real time, in both directions.

Copper CRM holds the customer relationship; Infor WMS 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 Activities, Tasks, Projects, Pipelines in Copper CRM with Items, Inventory, Receipts / ASNs, Shipment Orders in Infor WMS 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

  • Keep Copper contact data aligned with a marketing automation tool so Gmail-sourced contacts enter nurture flows.
  • Enrich Copper records with product usage or firmographic data from an internal database to guide follow-up.
  • Push sales orders from an ERP into the WMS for wave planning and picking, then return status updates
  • Send shipment confirmations and tracking numbers back to the order system when the WMS ships

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Infor WMS manages people and org data: keep Copper CRM aligned

Owners, territories, and org structure informed by Infor WMS stay current in Copper CRM.

Where Infor WMS handles order-to-cash: closed-won flows through

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

What you can sync between Copper CRM and Infor WMS

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 WMS objects
Leads Unqualified prospects kept separate from People until converted. Tasks Warehouse task data supports labor and productivity reporting in BI tools.
Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. Locations Bin and zone definitions scope inventory records during mapping.
Activities Logged emails, calls, meetings, and notes attached to records. Shipments Ship confirmations and tracking references flow back to the order source system.
Tasks To-dos with due dates and assignees, usable in workload syncs. Appointments Dock appointment data coordinates carriers and yard operations with external schedules.
Projects Post-sale work records Copper offers alongside classic CRM objects. Items Item definitions keep the WMS aligned with the ERP or OMS item master.
Pipelines Stage definitions that give opportunity records their stage context. Inventory On-hand quantities by location feed available-to-promise in order-taking systems.
What ships with Copper CRM ⇄ Infor WMS

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

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

Real-time

Two-way sync

Changes in Copper CRM or Infor WMS 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 WMS 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 WMS record.

Observability

Monitoring

Track your Copper CRM ⇄ Infor WMS 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 WMS.

How the Copper CRM and Infor WMS 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 WMS

Integration surface
REST API via the Infor OS / ION API gateway (cloud deployments run inside Infor CloudSuite)
Authentication
OAuth 2.0 via Infor OS
Change detection
ION event publishing or scheduled polling of API endpoints
Capabilities
read · write · webhooks
Rate limits
Subject to Infor ION API gateway throttling policies
How it works

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

    Choose tables

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

Copper CRM and Infor WMS 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 Copper CRM and Infor WMS.

Popular · 8 of 386
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