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CRM ⇄ ERP

Drift to Infor M3 integration — real-time, two-way sync

Keep Drift and Infor M3 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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Why teams connect Drift and Infor M3

Close the gap between front office and back office: Drift and Infor M3 share customers and status in real time, in both directions.

Drift holds the customer relationship; Infor M3 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 Inventory Balances, Invoices, Warehouses, Price Lists in Infor M3 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.
  • Feed manufacturing order status to a customer portal for order tracking in fashion, food, or equipment supply chains
  • Keep supplier and purchase order data aligned between M3 and procurement tools

Where Infor M3 is the finance system of record: money status on the account

Invoice and payment state from Infor M3 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 Infor M3 manages people and org data: keep Drift aligned

Owners, territories, and org structure informed by Infor M3 stay current in Drift.

What you can sync between Drift and Infor M3

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 Infor M3 objects
Playbooks Bot flows that generate conversations and qualify visitors. Customer Orders Orders created in commerce or CRM systems land in M3 for fulfillment and invoicing.
Meetings Meetings booked through Drift, synced to CRM as sales activities. Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand.
Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. Manufacturing Orders Production order status feeds portals and CRMs so promised dates reflect the shop floor.
Conversations Chat threads with status and participants; the center of Drift's data model. Inventory Balances On-hand quantities by warehouse drive available-to-promise in downstream channels.
Messages Individual messages within a conversation, used for transcript and intent analysis. Invoices Billing documents flow to finance and CRM tools for AR visibility.
Accounts Company records used for account-based routing and targeting. Warehouses Warehouse and facility records scope inventory and order data during mapping.
What ships with Drift ⇄ Infor M3

Connect Drift and Infor M3 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Drift–Infor M3 connection.

Real-time

Two-way sync

Changes in Drift or Infor M3 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Drift or Infor M3 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 Infor M3 record.

Observability

Monitoring

Track your Drift ⇄ Infor M3 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 Infor M3.

How the Drift and Infor M3 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

Infor M3

Integration surface
REST API (M3 API programs exposed through the Infor ION API gateway)
Authentication
OAuth 2.0 via Infor OS / ION API authorization
Change detection
Event publishing through Infor ION (Business Object Documents), configured in ION, 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 Drift to Infor M3 — 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 Infor M3 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
    Infor M3 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Drift and Infor M3 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 ⇄ Infor M3
    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 Infor M3
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Drift and Infor M3 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 Infor M3.

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