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ERP ⇄ CRM

Plex ERP to ZoomInfo integration — real-time data sync

Keep Plex ERP and ZoomInfo 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 Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Plex ERP and ZoomInfo

Flow ZoomInfo data into Plex ERP in real time — no exports, no schedulers, no custom scripts.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Plex ERP, so Plex ERP always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

ZoomInfo 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.

Common use cases

  • Sync intent signals into the CRM or warehouse to trigger outbound plays on in-market accounts.
  • Fill gaps in new lead records (email, phone, company size) as they enter the CRM.
  • Mirror purchase orders and receipts to accounting or planning tools.
  • Feed quality and scrap data to dashboards supervisors check without logging into Plex.

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 ZoomInfo, 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 Plex ERP manages people and org data: keep ZoomInfo aligned

Owners, territories, and org structure informed by Plex ERP stay current in ZoomInfo.

What you can sync between Plex ERP and ZoomInfo

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 ZoomInfo objects
Inventory On-hand balances and locations replicated for visibility outside the plant system Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
Production jobs Shop-floor work records combining ERP and MES data for output reporting Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
Purchase orders Procurement records mirrored to accounting and planning systems Intent Signals Company-level topic scores indicating in-market buying behavior.
Customers Account records kept consistent with the sales team's CRM Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
Suppliers Vendor records aligned with procurement and AP tools Technographics Technology install data per company, used for segmentation and territory planning.
What ships with Plex ERP ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Plex ERP or ZoomInfo 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 ZoomInfo record.

Observability

Monitoring

Track your Plex ERP ⇄ ZoomInfo 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 ZoomInfo.

How the Plex ERP and ZoomInfo 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

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

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

    Choose tables

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

Plex ERP and ZoomInfo 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 ZoomInfo.

Popular · 8 of 386
All Plex ERP integrations All ZoomInfo integrations Browse all integrations
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