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CRM ⇄ ERP

Drift to Sage 300 integration — real-time, two-way sync

Keep Drift and Sage 300 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 Sage 300

Close the gap between front office and back office: Drift and Sage 300 share customers and status in real time, in both directions.

Drift holds the customer relationship; Sage 300 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 Meetings, Contacts, Conversations, Messages in Drift with Purchase Orders, Inventory Items, AR Invoices and Receipts, AR Customers in Sage 300 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.
  • Replicate GL, AR, and AP detail to a warehouse for consolidated multi-company reporting.
  • Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.

One customer master

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

Where Sage 300 manages people and org data: keep Drift aligned

Owners, territories, and org structure informed by Sage 300 stay current in Drift.

Where Sage 300 handles order-to-cash: closed-won flows through

A deal won in Drift creates or updates the customer in Sage 300 with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Drift and Sage 300

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 Sage 300 objects
Users Agents and sales reps who own conversations and meetings. AP Vendors Payables vendor master synced with procurement and payment systems.
Playbooks Bot flows that generate conversations and qualify visitors. GL Accounts Chart of accounts read for transaction mapping across integrations.
Meetings Meetings booked through Drift, synced to CRM as sales activities. Journal Batches GL entries staged in batches that must be posted; a common write target for external systems.
Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. Order Entry Orders Sales orders written from e-commerce or EDI feeds.
Conversations Chat threads with status and participants; the center of Drift's data model. Purchase Orders Procurement documents read for spend visibility and receiving.
Messages Individual messages within a conversation, used for transcript and intent analysis. Inventory Items Item master with costing and quantities, synced to storefronts and WMS.
What ships with Drift ⇄ Sage 300

Connect Drift and Sage 300 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Drift–Sage 300 connection.

Real-time

Two-way sync

Changes in Drift or Sage 300 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Drift or Sage 300 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 Sage 300 record.

Observability

Monitoring

Track your Drift ⇄ Sage 300 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 Sage 300.

How the Drift and Sage 300 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

Sage 300

Integration surface
Sage 300 Web API (REST) on newer releases; .NET/COM SDK and direct SQL Server access on-prem
Authentication
Sage 300 user credentials (Basic auth on the Web API); database credentials for direct SQL reads
Change detection
Scheduled polling; batch-oriented modules with no webhook surface
Capabilities
read · write
How it works

How to connect Drift to Sage 300 — 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 Sage 300 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
    Sage 300 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Drift and Sage 300 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 ⇄ Sage 300
    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 Sage 300
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Drift and Sage 300 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 Sage 300.

Popular · 8 of 386
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