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CRM ⇄ Analytics

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

Keep Infor CRM and Pendo in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Infor CRM and Pendo

Put live Infor CRM data behind every dashboard and cohort in Pendo, and write the segments and scores Pendo computes back onto the Infor CRM record — one connection, not a nightly export.

Pendo turns data into dashboards, cohorts, and metrics; Infor CRM is where customers, contacts, deals, and activity actually live and change. The two meet wherever a number is really about a specific account, segment, or stage — yet most teams feed the CRM into analytics as a nightly extract or a hand-maintained connector, so the reporting lags the business and can't be sliced by the customers and segments that matter.

Stacksync syncs Campaigns, Custom entities, Accounts, Contacts from Infor CRM into Pendo field by field and within seconds, so every dashboard and cohort runs on current records instead of a stale copy. Because the connection runs both ways, the cohorts, scores, and metrics computed in Pendo write back to fields in Infor CRM, landing where the people working accounts can see them. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Export feature, page, and guide Events out of Pendo over event-time windows into Postgres or a warehouse so product usage joins with CRM, billing, and support data in SQL.
  • 02 Pull NPS scores and poll responses into a database so voice-of-customer sits next to revenue, renewal, and churn signals for analysis.
  • 03 Support a migration to another CRM by running both systems in sync during the transition.
  • 04 Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.

Common sync patterns

Where Infor CRM accepts updates: segments and scores back on the record

Cohorts, scores, and computed metrics from Pendo sync onto fields in Infor CRM, putting the analysis where reps and owners actually work the accounts.

One customer across analytics and CRM

The same account or person is keyed consistently in both systems, so a profile or row in Pendo lines up with the contact or account in Infor CRM.

A record that outlives edits in the CRM

A continuously synced copy of Infor CRM's records and activity in Pendo keeps a queryable history even as records change or age out of the CRM.

What you can sync between Infor CRM and Pendo

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.

Infor CRM objects Pendo objects How this pairing syncs
Accounts Company records matched against ERP customer masters in syncs. Accounts Company/workspace records that roll visitors up to an account dimension; readable via Aggregation and a write target for custom fields (plan, ARR, health) via the Metadata API. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Contacts Person records synced with marketing and support tools. Page Events Page-view events for tagged pages; read-only via the Aggregation API, used for adoption and path analysis in a warehouse. Contacts is specific to Infor CRM and Page Events to Pendo — each maps to any object or custom field on the other side.
Leads Unqualified records synced in from marketing sources. Guide Events Guide seen/advanced/dismissed and step events for in-app walkthroughs; read-only through the Aggregation API to measure onboarding flow adoption. Leads is specific to Infor CRM and Guide Events to Pendo — each maps to any object or custom field on the other side.
Opportunities Pipeline records synced out for forecasting and reporting. Poll / NPS Responses Survey answers and NPS scores captured in-app (pollEvents / npsEvents); read-only via the Aggregation API as voice-of-customer data. Opportunities is specific to Infor CRM and Poll / NPS Responses to Pendo — each maps to any object or custom field on the other side.
Tickets Service records synced with helpdesk and field service systems. Features / Pages / Guides (metadata) Definitions of tagged UI elements listed through the entity endpoints; read-only reference used to label and join the event streams. Tickets is specific to Infor CRM and Features / Pages / Guides (metadata) to Pendo — each maps to any object or custom field on the other side.
Activities Calls, meetings, and tasks synced for engagement reporting. Visitors End-user records with agent-collected and custom fields; queried through the Aggregation API and enriched with custom fields written back via the Metadata API. Activities is specific to Infor CRM and Visitors to Pendo — each maps to any object or custom field on the other side.

How changes propagate between Infor CRM and Pendo

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Infor CRM Pendo Interval-based propagation

DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.

DeliveryEach detected change is written to Pendo through its API, with automatic retries and rate-limit backoff.

Pendo Infor CRM Interval-based propagation

DetectionStacksync polls Pendo for changes on an incremental schedule, reading only records changed since the previous pass. Polling - reads query the Aggregation API over event-time windows.

DeliveryEach detected change is written to Infor CRM through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
  • Pendo: Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
What ships with Infor CRM ⇄ Pendo

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CRM or Pendo 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 Infor CRM or Pendo record.

Observability

Monitoring

Track your Infor CRM ⇄ Pendo sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Infor CRM and Pendo.

How the Infor CRM and Pendo connectors work

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.

Pendo

Integration surface
Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
Authentication
Integration key sent in the x-pendo-integration-key header, generated in Subscription Settings; keys are scoped read-only or read/write, so writes require a read/write key
Change detection
Polling - reads query the Aggregation API over event-time windows; no change-data-capture feed and no data-change webhooks. Writes go through the Metadata API on demand.
Capabilities
read · write
Rate limits
Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
How it works

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

    Choose tables

    Pick the Infor CRM and Pendo 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 · Infor CRM ⇄ Pendo
    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
    Infor CRM Pendo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Infor CRM and Pendo integration FAQ

SECURITY

Security teams trust 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
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→ 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 494 integrations available for Infor CRM and Pendo.

Popular · 8 of 494
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