Real-time
Two-way sync
Changes in Infor CRM or Smartsheet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Infor CRM to Smartsheet integration — real-time, two-way sync
Keep Infor CRM and Smartsheet 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 Smartsheet
Sync what happens in Smartsheet 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 Smartsheet 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 Users and Groups, Sheets, Rows, Columns in Smartsheet to Custom entities, Accounts, Contacts, Leads in Infor CRM with bi-directional, real-time sync. Activity and record changes in Smartsheet update the matching contact or account in Infor CRM, and CRM data flows the other way wherever Smartsheet can store and use it.
Common use cases
- 01 Two-way sync a project-tracker Sheet's Rows with a Postgres table so engineering works in SQL while project managers stay in Smartsheet.
- 02 Write records from a CRM or ERP into Smartsheet Rows so ops teams manage intake and status in a grid, then push status Cells back to the source.
- 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 Smartsheet can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Infor CRM sync into Smartsheet, so people working there have the context without switching tools.
Where Smartsheet supplies contact or company data
Enriched fields land directly on records in Infor CRM, and refreshes keep them from going stale.
What you can sync between Infor CRM and Smartsheet
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 | Smartsheet objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Pipeline records synced out for forecasting and reporting. | Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. | Opportunities is specific to Infor CRM and Rows to Smartsheet — each maps to any object or custom field on the other side. | |
| Tickets Service records synced with helpdesk and field service systems. | Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. | Tickets is specific to Infor CRM and Columns to Smartsheet — each maps to any object or custom field on the other side. | |
| Activities Calls, meetings, and tasks synced for engagement reporting. | Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. | Activities is specific to Infor CRM and Cells to Smartsheet — each maps to any object or custom field on the other side. | |
| Campaigns Marketing containers linked to leads and opportunities. | Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. | Campaigns is specific to Infor CRM and Reports to Smartsheet — each maps to any object or custom field on the other side. | |
| Custom entities Deployment-specific objects added through the customizable entity model. | Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. | Custom entities is specific to Infor CRM and Attachments to Smartsheet — each maps to any object or custom field on the other side. | |
| Accounts Company records matched against ERP customer masters in syncs. | Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. | Accounts is specific to Infor CRM and Discussions and Comments to Smartsheet — each maps to any object or custom field on the other side. |
How changes propagate between Infor CRM and Smartsheet
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 Smartsheet 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 Smartsheet through its API, with automatic retries and rate-limit backoff.
Smartsheet Infor CRM Sub-second propagation
DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.
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.
- Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Infor CRM ⇄ Smartsheet
Connect Infor CRM and Smartsheet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor CRM–Smartsheet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Infor CRM or Smartsheet 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 Smartsheet record.
Observability
Monitoring
Track your Infor CRM ⇄ Smartsheet 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 Smartsheet.
How the Infor CRM and Smartsheet 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.
Smartsheet
- Integration surface
- REST API (v2.0)
- Authentication
- OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
- Change detection
- Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works
How to connect Infor CRM to Smartsheet — 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 Smartsheet 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
Smartsheet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Infor CRM and Smartsheet 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 ⇄ SmartsheetCustomers 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 SmartsheetCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Infor CRM and Smartsheet integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Infor CRM and Smartsheet: authenticate both systems, choose the objects to sync (such as Infor CRM's Opportunities and Tickets), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Infor CRM and Smartsheet connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Infor CRM–Smartsheet integration in-house.
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Yes — Stacksync ships production-grade connectors for both Infor CRM and Smartsheet. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Infor CRM: Polling on modified timestamps; no log-based CDC on the API surface. On Smartsheet: Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Smartsheet side: Users and Groups, Sheets, Rows, Columns, plus custom fields where Smartsheet exposes them. On the Infor CRM side: Custom entities, Accounts, Contacts, Leads. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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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