Skip to content
CRM ⇄ ERP

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

Keep Drift and Plex 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Drift and Plex ERP

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

Drift holds the customer relationship; Plex 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 Users, Playbooks, Meetings, Contacts in Drift with Parts, Inventory, Production jobs, Sales orders in Plex 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.
  • Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.
  • Push sales orders captured in e-commerce or EDI systems into Plex for scheduling and fulfillment.

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

Invoice and payment state from Plex ERP 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 Plex ERP manages people and org data: keep Drift aligned

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

What you can sync between Drift and Plex 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 Plex ERP objects
Messages Individual messages within a conversation, used for transcript and intent analysis. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status
Accounts Company records used for account-based routing and targeting. Purchase orders Procurement records mirrored to accounting and planning systems
Users Agents and sales reps who own conversations and meetings. Customers Account records kept consistent with the sales team's CRM
Playbooks Bot flows that generate conversations and qualify visitors. Suppliers Vendor records aligned with procurement and AP tools
Meetings Meetings booked through Drift, synced to CRM as sales activities. Shipments Outbound logistics records synced to trading partners and tracking systems
Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. Quality records Checksheet and inspection data pulled into plant dashboards
What ships with Drift ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Drift or Plex 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 Plex ERP record.

Observability

Monitoring

Track your Drift ⇄ Plex 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 Plex ERP.

How the Drift and Plex 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

Plex ERP

Integration surface
REST APIs plus legacy SOAP web services
Authentication
API keys issued through the Plex Developer Portal
Change detection
polling; no general-purpose change webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

    Pick the Drift and Plex 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 ⇄ Plex 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 Plex ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Drift and Plex 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 Plex ERP.

Popular · 8 of 386
All Drift integrations All Plex ERP integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own