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ERP ⇄ CRM

Plex ERP to Salesloft integration — real-time, two-way sync

Keep Plex ERP and Salesloft 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 Plex ERP and Salesloft

Close the gap between front office and back office: Salesloft and Plex ERP share customers and status in real time, in both directions.

Salesloft holds the customer relationship; Plex ERP 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 Users, Custom Fields, People, Accounts in Salesloft with Sales orders, Purchase orders, Customers, Suppliers in Plex ERP 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

  • Reconcile ownership by syncing user assignments between the CRM and Salesloft.
  • Sync people, cadence memberships, and outcomes into a warehouse so RevOps can report on sequence performance next to pipeline data.
  • Push sales orders captured in e-commerce or EDI systems into Plex for scheduling and fulfillment.
  • Mirror purchase orders and receipts to accounting or planning tools.

Where Plex ERP handles order-to-cash: closed-won flows through

A deal won in Salesloft creates or updates the customer in Plex ERP with clean data, so fulfillment and invoicing start without re-entry.

Where Plex ERP is the finance system of record: money status on the account

Invoice and payment state from Plex ERP shows on the account in Salesloft, 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.

What you can sync between Plex ERP and Salesloft

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.

Plex ERP objects Salesloft objects
Customers Account records kept consistent with the sales team's CRM Emails Sent and received email activity with engagement metadata, synced out for analytics.
Suppliers Vendor records aligned with procurement and AP tools Calls Logged call activity with dispositions and recordings metadata.
Shipments Outbound logistics records synced to trading partners and tracking systems Tasks Rep to-dos created and completed within cadences.
Quality records Checksheet and inspection data pulled into plant dashboards Meetings Booked meeting records tied to people and users.
Parts Item master records shared with CRM, e-commerce, and planning tools Users Seller records used for ownership mapping and activity attribution.
Inventory On-hand balances and locations replicated for visibility outside the plant system Custom Fields Per-person and per-account fields commonly populated by enrichment syncs for personalization.
What ships with Plex ERP ⇄ Salesloft

Connect Plex ERP and Salesloft for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Plex ERP–Salesloft connection.

Real-time

Two-way sync

Changes in Plex ERP or Salesloft instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Plex ERP or Salesloft 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 Plex ERP or Salesloft record.

Observability

Monitoring

Track your Plex ERP ⇄ Salesloft sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Plex ERP and Salesloft.

How the Plex ERP and Salesloft connectors work

Plex ERP

Integration surface
REST APIs plus legacy SOAP web services
Authentication
API keys issued through the Plex Developer Portal
Change detection
polling; no general-purpose change webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits

Salesloft

Integration surface
REST API (v2)
Authentication
OAuth 2.0
Change detection
Webhook event subscriptions plus polling on updated_at timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-minute API rate limits
How it works

How to connect Plex ERP to Salesloft — 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 Plex ERP and Salesloft 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
    Plex ERP connected
    Salesloft connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Plex ERP and Salesloft 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 · Plex ERP ⇄ Salesloft
    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
    Plex ERP Salesloft
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Plex ERP and Salesloft 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 Plex ERP and Salesloft.

Popular · 8 of 386
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