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CRM ⇄ ERP

Drift to Epicor ERP integration — real-time, two-way sync

Keep Drift and Epicor ERP 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 Drift and Epicor ERP

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

Drift holds the customer relationship; Epicor ERP 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 Contacts, Conversations, Messages, Accounts in Drift with Shipments, Bills of materials, Customers, Suppliers in Epicor ERP 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

  • Enrich Drift contact and account records with firmographic or product data from an internal database to sharpen playbook targeting.
  • Sync meetings booked in Drift to CRM activities so pipeline attribution stays accurate.
  • Push won opportunities from the CRM into Epicor as sales orders and sync order status back.
  • Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.

One customer master

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

Where Epicor ERP manages people and org data: keep Drift aligned

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

Where Epicor ERP handles order-to-cash: closed-won flows through

A deal won in Drift creates or updates the customer in Epicor ERP with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Drift and Epicor ERP

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.

Drift objects Epicor ERP objects
Playbooks Bot flows that generate conversations and qualify visitors. Sales orders Created from won CRM opportunities; status and line changes sync back out.
Meetings Meetings booked through Drift, synced to CRM as sales activities. Purchase orders Synced with procurement systems and matched against receipts.
Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates.
Conversations Chat threads with status and participants; the center of Drift's data model. Quotes Estimates that pair with CRM opportunities during the sales cycle.
Messages Individual messages within a conversation, used for transcript and intent analysis. AR invoices Billing records surfaced in CRM or finance tools for collections visibility.
Accounts Company records used for account-based routing and targeting. Shipments Fulfillment confirmations synced to customer portals and commerce systems.
What ships with Drift ⇄ Epicor ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Drift or Epicor ERP 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 Drift or Epicor ERP record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Drift and Epicor ERP connectors work

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

Epicor ERP

Integration surface
REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication
API key combined with basic or token authentication, depending on version and deployment
Change detection
Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments
How it works

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

    Choose tables

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

Drift and Epicor ERP 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 Drift and Epicor ERP.

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