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CRM

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

Keep Infor CRM and Vitally 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 Infor CRM and Vitally

Run Infor CRM and Vitally side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Tickets, Activities, Campaigns, Custom entities in Infor CRM with Account, User, Organization, Task in Vitally in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • 01 Keep Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.
  • 02 Sync opportunities and activities into a warehouse for pipeline and engagement reporting.
  • 03 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 04 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.

Common sync patterns

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

What you can sync between Infor CRM and Vitally

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 Vitally objects How this pairing syncs
Accounts Company records matched against ERP customer masters in syncs. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST 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.
Tickets Service records synced with helpdesk and field service systems. NPS Response NPS survey responses for account-health reporting. Tickets is specific to Infor CRM and NPS Response to Vitally — each maps to any object or custom field on the other side.
Activities Calls, meetings, and tasks synced for engagement reporting. Custom Trait Custom account and user traits for segmentation. Activities is specific to Infor CRM and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Campaigns Marketing containers linked to leads and opportunities. User End users tied to accounts, including activity and custom traits. Campaigns is specific to Infor CRM and User to Vitally — each maps to any object or custom field on the other side.
Custom entities Deployment-specific objects added through the customizable entity model. Organization Parent organizations for hierarchical B2B account structures. Custom entities is specific to Infor CRM and Organization to Vitally — each maps to any object or custom field on the other side.
Contacts Person records synced with marketing and support tools. Task CS tasks and follow-ups, readable and writable for workflow sync. Contacts is specific to Infor CRM and Task to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Infor CRM and Vitally

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 Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.

Vitally Infor CRM Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Infor CRM ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CRM or Vitally 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 Vitally record.

Observability

Monitoring

Track your Infor CRM ⇄ Vitally 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 Vitally.

How the Infor CRM and Vitally 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.

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

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

    Choose tables

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

Infor CRM and Vitally 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
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 390 integrations available for Infor CRM and Vitally.

Popular · 8 of 390
All Infor CRM integrations All Vitally integrations Browse all integrations
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