Real-time
Two-way sync
Changes in Infor CRM or Quip instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Infor CRM to Quip integration — real-time, two-way sync
Keep Infor CRM and Quip 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
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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 Quip
Sync what happens in Quip with the customer records in Infor CRM, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Quip holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Folders, Messages, Users, Blobs in Quip to Opportunities, Tickets, Activities, Campaigns in Infor CRM with bi-directional, real-time sync. Activity and record changes in Quip update the matching contact or account in Infor CRM, and CRM data flows the other way wherever Quip can store and use it.
Common use cases
- 01 Mirror Documents and Spreadsheets into Postgres or a warehouse, keyed on thread ID and refreshed when updated_usec advances, for search and reporting on account plans and notes.
- 02 Write status rows from an operational database into a shared Quip Spreadsheet with update_spreadsheet_row so ops and deal-desk teams see live figures in-document.
- 03 Sync opportunities and activities into a warehouse for pipeline and engagement reporting.
- 04 Feed marketing platform leads into Infor CRM and return status updates for campaign attribution.
Common sync patterns
Where Quip handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Infor CRM, so sales sees open issues before the next call.
Where Quip supplies contact or company data
Enriched fields land directly on records in Infor CRM, and refreshes keep them from going stale.
Where Quip can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Infor CRM sync into Quip, so people working there have the context without switching tools.
What you can sync between Infor CRM and Quip
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 | Quip objects | How this pairing syncs | |
|---|---|---|---|
| Campaigns Marketing containers linked to leads and opportunities. | Blobs Images and file attachments stored per thread; downloaded with get_blob and uploaded with put_blob against a specific thread ID. | Campaigns is specific to Infor CRM and Blobs to Quip — each maps to any object or custom field on the other side. | |
| Custom entities Deployment-specific objects added through the customizable entity model. | Documents Editable rich-text threads addressed by ID; created and updated over REST via HTML or Markdown sections, with an updated_usec timestamp used to detect edits. | Custom entities is specific to Infor CRM and Documents to Quip — each maps to any object or custom field on the other side. | |
| Accounts Company records matched against ERP customer masters in syncs. | Spreadsheets Live-spreadsheet threads; rows and cells are read and written through add_to_spreadsheet and update_spreadsheet_row helpers on the same thread endpoints. | Accounts is specific to Infor CRM and Spreadsheets to Quip — each maps to any object or custom field on the other side. | |
| Contacts Person records synced with marketing and support tools. | Folders Private, Shared, and Group containers that organize threads; membership is added or removed via the folders endpoints for access control. | Contacts is specific to Infor CRM and Folders to Quip — each maps to any object or custom field on the other side. | |
| Leads Unqualified records synced in from marketing sources. | Messages Comments and chat posts on a thread; the most recent are read with get_messages and new ones written with new_message. | Leads is specific to Infor CRM and Messages to Quip — each maps to any object or custom field on the other side. | |
| Opportunities Pipeline records synced out for forecasting and reporting. | Users Member records read individually or via contacts; get_authenticated_user identifies the token owner. Used read-only for directory-style syncs. | Opportunities is specific to Infor CRM and Users to Quip — each maps to any object or custom field on the other side. |
How changes propagate between Infor CRM and Quip
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 Quip 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 Quip through its API, with automatic retries and rate-limit backoff.
Quip Infor CRM Interval-based propagation
DetectionStacksync polls Quip for changes on an incremental schedule, reading only records changed since the previous pass. Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec.
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.
- Quip: Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers.
What ships with Infor CRM ⇄ Quip
Connect Infor CRM and Quip for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor CRM–Quip connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Infor CRM or Quip 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 Quip record.
Observability
Monitoring
Track your Infor CRM ⇄ Quip 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 Quip.
How the Infor CRM and Quip 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.
Quip
- Integration surface
- REST (v1 Automation API)
- Authentication
- OAuth 2.0 bearer tokens (RFC 6749/6750) or a Personal Access Token; domain admins can pre-approve apps for domain-wide authentication
- Change detection
- Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec; there is no change-data-capture and no outbound change webhook
- Capabilities
- read · write
- Rate limits
- Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers
How it works
How to connect Infor CRM to Quip — 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.
- 01
Connect your apps
Authenticate Infor CRM and Quip with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Infor CRM
connected
Quip
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Infor CRM and Quip 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.
objects · Infor CRM ⇄ QuipCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Infor CRM QuipCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Infor CRM and Quip integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Infor CRM and Quip: authenticate both systems, choose the objects to sync (such as Infor CRM's Campaigns and Custom entities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Infor CRM and Quip: Where Quip handles support or shared inboxes; Where Quip supplies contact or company data; Where Quip can store CRM context: fields kept current. Tickets and conversations attach to the right contact and account in Infor CRM, so sales sees open issues before the next call.
-
Infor CRM: REST-style SData API over the CRM entity model. Authentication: User credentials; Infor OS-managed authentication in cloud deployments. Quip: REST (v1 Automation API). Authentication: OAuth 2.0 bearer tokens (RFC 6749/6750) or a Personal Access Token; domain admins can pre-approve apps for domain-wide authentication. Stacksync manages authentication, retries, and rate limits on both sides.
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Quip: The Automation API is rate limited to roughly 50 requests per minute per access token and returns HTTP 503 when exceeded, which constrains large backfills. Infor CRM: Its main differentiator is proximity to Infor's ERP ecosystem, so account and order context from the ERP is a common sync payload. Stacksync's field mapping accounts for these differences between Infor CRM and Quip without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Infor CRM and Quip records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Infor CRM and Quip connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Infor CRM–Quip integration in-house.
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.
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:
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