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CRM ⇄ ERP

Apollo.io to Epicor ERP integration — real-time, two-way sync

Keep Apollo.io and Epicor ERP 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 Apollo.io and Epicor ERP

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

Apollo.io holds the customer relationship; Epicor 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 Deals (Opportunities), Tasks and calls, Custom fields, Contacts in Apollo.io with Shipments, Bills of materials, Customers, Suppliers in Epicor 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

  • Deduplicate contacts across Apollo and the CRM by syncing on email as the match key.
  • Push CRM opportunity stages back into Apollo so reps see pipeline context while sequencing.
  • Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.
  • Keep supplier and purchase order data synced with procurement or AP automation tools.

Where Epicor ERP manages people and org data: keep Apollo.io aligned

Owners, territories, and org structure informed by Epicor ERP stay current in Apollo.io.

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

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

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

Invoice and payment state from Epicor ERP shows on the account in Apollo.io, so reps see balances before promising the next order.

What you can sync between Apollo.io and Epicor ERP

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.

Apollo.io objects Epicor ERP objects
Sequences Outreach cadences (emailer campaigns in the API); enrollment status is read to track which contacts are being worked. Bills of materials Methods of manufacturing read for costing and planning integrations.
Deals (Opportunities) Pipeline records that can be read and written to keep Apollo aligned with the CRM of record. Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status.
Tasks and calls Rep activity records synced for activity reporting and coaching workflows. Suppliers Vendor masters kept aligned with procurement and AP automation tools.
Custom fields Account- and contact-level custom attributes mapped field-by-field in a sync. Parts Item masters that anchor inventory, BOM, and order line syncs.
Contacts People saved to your Apollo account, synced with emails, phone numbers, and enrichment fields. Sales orders Created from won CRM opportunities; status and line changes sync back out.
Accounts Company records with firmographic attributes, matched to CRM accounts during sync. Purchase orders Synced with procurement systems and matched against receipts.
What ships with Apollo.io ⇄ Epicor ERP

Connect Apollo.io and Epicor ERP for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Apollo.io–Epicor ERP connection.

Real-time

Two-way sync

Changes in Apollo.io or Epicor ERP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Apollo.io or Epicor ERP 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 Apollo.io or Epicor ERP record.

Observability

Monitoring

Track your Apollo.io ⇄ Epicor ERP sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Apollo.io and Epicor ERP.

How the Apollo.io and Epicor ERP connectors work

Apollo.io

Integration surface
REST API
Authentication
API key (passed in request headers); master keys unlock account-wide endpoints
Change detection
Polling on updated-at timestamps; webhook callbacks exist only for delivering asynchronous enrichment results, not as a general change-event stream
Capabilities
read · write
Rate limits
Rate limits and enrichment credits vary by plan; bulk endpoints are throttled separately from single-record calls

Epicor ERP

Integration surface
REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication
API key combined with basic or token authentication, depending on version and deployment
Change detection
Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments
How it works

How to connect Apollo.io to Epicor ERP — 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 Apollo.io and Epicor ERP 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
    Apollo.io connected
    Epicor ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Apollo.io and Epicor ERP 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 · Apollo.io ⇄ Epicor ERP
    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
    Apollo.io Epicor ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Apollo.io and Epicor ERP 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 Apollo.io and Epicor ERP.

Popular · 8 of 386
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