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Accounting and finance ⇄ CRM

Anaplan to Drift integration — real-time, two-way sync

Keep Anaplan and Drift 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 Anaplan and Drift

Sync customers, invoices, and payment status between Anaplan and Drift in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Drift knows the relationship: who the contacts are and what is in motion with the account. Anaplan knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Import and Export Actions, Processes, Cell Data, Models in Anaplan to Users, Playbooks, Meetings, Contacts in Drift with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Export forecast versions to a warehouse for variance reporting against actuals.
  • Load actuals from an ERP or warehouse into Anaplan modules so forecasts start from current financials.
  • Archive historical Drift conversation and contact data into a warehouse ahead of a platform migration.
  • Sync Drift-captured contacts into the CRM so chat-sourced leads enter standard sales workflows immediately.

Where Drift tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Anaplan with the right billing details, so invoicing starts without re-keying.

Collections with context

Finance sees the account owner and relationship history from Drift when chasing a balance, and sales sees that the chase is happening.

What you can sync between Anaplan and Drift

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.

Anaplan objects Drift objects
Models The planning workspaces that contain all data; syncs target a specific model. Users Agents and sales reps who own conversations and meetings.
Modules Multidimensional grids of line items where plan data lives; the main read/write surface. Playbooks Bot flows that generate conversations and qualify visitors.
Line Items The measures within a module, mapped to columns or metrics in syncs. Meetings Meetings booked through Drift, synced to CRM as sales activities.
Lists Dimension members (accounts, products, cost centers) synced from master data systems. Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object.
List Items Individual dimension members created or updated from external systems of record. Conversations Chat threads with status and participants; the center of Drift's data model.
Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. Messages Individual messages within a conversation, used for transcript and intent analysis.
What ships with Anaplan ⇄ Drift

Connect Anaplan and Drift for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Drift connection.

Real-time

Two-way sync

Changes in Anaplan or Drift instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or Drift 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 Anaplan or Drift record.

Observability

Monitoring

Track your Anaplan ⇄ Drift sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Anaplan and Drift.

How the Anaplan and Drift connectors work

Anaplan

Integration surface
REST APIs: a Bulk API that runs predefined import/export actions and a transactional API for model metadata and cell data
Authentication
Token-based sessions obtained via basic authentication, CA certificates, or OAuth 2.0 through Anaplan's authentication service
Change detection
Polling and scheduled export actions; the platform does not expose change events
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; large data movements are designed to run through bulk actions

Drift

Integration surface
REST API
Authentication
OAuth 2.0 via apps registered on the Drift developer platform
Change detection
Webhook events for new conversations, messages, and contact changes; polling for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Anaplan to Drift — 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 Anaplan and Drift 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
    Anaplan connected
    Drift connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Anaplan and Drift 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 · Anaplan ⇄ Drift
    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
    Anaplan Drift
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Anaplan and Drift 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 Anaplan and Drift.

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