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ERP ⇄ CRM

Infor M3 to Outreach integration — real-time, two-way sync

Keep Infor M3 and Outreach 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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Migrated from Mulesoft
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Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Infor M3 and Outreach

Close the gap between front office and back office: Outreach and Infor M3 share customers and status in real time, in both directions.

Outreach holds the customer relationship; Infor M3 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 Sequences, Sequence states, Mailings, Calls in Outreach with Price Lists, Items, Customers, Suppliers in Infor M3 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

  • Enroll leads in sequences automatically by writing sequence-state records when a lead crosses a scoring threshold in the warehouse.
  • Pull mailing, call, and task activity into a database for engagement analytics beyond native reports.
  • Mirror M3 customers and invoices into a CRM or warehouse so sales and finance share one AR view
  • Feed manufacturing order status to a customer portal for order tracking in fashion, food, or equipment supply chains

Where Infor M3 is the finance system of record: money status on the account

Invoice and payment state from Infor M3 shows on the account in Outreach, so reps see balances before promising the next order.

One customer master

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

Where Infor M3 manages people and org data: keep Outreach aligned

Owners, territories, and org structure informed by Infor M3 stay current in Outreach.

What you can sync between Infor M3 and Outreach

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 M3 objects Outreach objects
Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand. Opportunities Deal records used to tie engagement to pipeline outcomes
Manufacturing Orders Production order status feeds portals and CRMs so promised dates reflect the shop floor. Users Seat holders used to resolve ownership on synced records
Inventory Balances On-hand quantities by warehouse drive available-to-promise in downstream channels. Mailboxes Connected sending accounts referenced when attributing outbound activity
Invoices Billing documents flow to finance and CRM tools for AR visibility. Prospects The people being engaged; the main record kept in sync with the CRM
Warehouses Warehouse and facility records scope inventory and order data during mapping. Accounts Companies grouping prospects, aligned with CRM account ownership
Price Lists Pricing data keeps quoting tools consistent with the prices M3 will actually invoice. Sequences Multi-step cadences; synced as reference data for enrollment automation
What ships with Infor M3 ⇄ Outreach

Connect Infor M3 and Outreach for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor M3–Outreach connection.

Real-time

Two-way sync

Changes in Infor M3 or Outreach instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor M3 or Outreach 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 M3 or Outreach record.

Observability

Monitoring

Track your Infor M3 ⇄ Outreach sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Infor M3 and Outreach.

How the Infor M3 and Outreach connectors work

Infor M3

Integration surface
REST API (M3 API programs exposed through the Infor ION API gateway)
Authentication
OAuth 2.0 via Infor OS / ION API authorization
Change detection
Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints
Capabilities
read · write · webhooks
Rate limits
Subject to Infor ION API gateway throttling policies

Outreach

Integration surface
REST API conforming to the JSON:API specification
Authentication
OAuth 2.0
Change detection
webhook subscriptions on resource create, update, and destroy events, plus polling
Capabilities
read · write · webhooks
Rate limits
subject to per-user hourly rate limits
How it works

How to connect Infor M3 to Outreach — 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 M3 and Outreach 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 M3 connected
    Outreach connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Infor M3 and Outreach 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 M3 ⇄ Outreach
    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 M3 Outreach
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Infor M3 and Outreach 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 Infor M3 and Outreach.

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