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CRM ⇄ ERP

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

Keep Apollo.io and Plex 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 Plex ERP

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

Apollo.io 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 Contacts, Accounts, People (database records), Sequences in Apollo.io with Suppliers, Shipments, Quality records, Parts 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

  • Land sequence enrollment status and outcomes in a warehouse for outbound performance reporting.
  • Deduplicate contacts across Apollo and the CRM by syncing on email as the match key.
  • Mirror purchase orders and receipts to accounting or planning tools.
  • Feed quality and scrap data to dashboards supervisors check without logging into Plex.

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 Apollo.io aligned

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

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

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

What you can sync between Apollo.io and Plex 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 Plex ERP objects
Custom fields Account- and contact-level custom attributes mapped field-by-field in a sync. Quality records Checksheet and inspection data pulled into plant dashboards
Contacts People saved to your Apollo account, synced with emails, phone numbers, and enrichment fields. Parts Item master records shared with CRM, e-commerce, and planning tools
Accounts Company records with firmographic attributes, matched to CRM accounts during sync. Inventory On-hand balances and locations replicated for visibility outside the plant system
People (database records) Prospects from Apollo's global database, pulled into downstream systems once enriched or saved. Production jobs Shop-floor work records combining ERP and MES data for output reporting
Sequences Outreach cadences (emailer campaigns in the API); enrollment status is read to track which contacts are being worked. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status
Deals (Opportunities) Pipeline records that can be read and written to keep Apollo aligned with the CRM of record. Purchase orders Procurement records mirrored to accounting and planning systems
What ships with Apollo.io ⇄ Plex ERP

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

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

Real-time

Two-way sync

Changes in Apollo.io or Plex 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 Plex 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 Plex ERP record.

Observability

Monitoring

Track your Apollo.io ⇄ Plex 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 Plex ERP.

How the Apollo.io and Plex 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

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
How it works

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

    Choose tables

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

Apollo.io and Plex 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 Plex ERP.

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