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ERP ⇄ CRM

Epicor ERP to Pipedrive integration — real-time, two-way sync

Keep Epicor ERP and Pipedrive 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 Epicor ERP and Pipedrive

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

Pipedrive 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, Persons, Organizations, Activities in Pipedrive 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

  • Keep Pipedrive organizations aligned with an invoicing or accounting system's customer records.
  • Trigger onboarding or provisioning workflows from the synced database when a deal reaches won.
  • Push won opportunities from the CRM into Epicor as sales orders and sync order status back.
  • Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.

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 Pipedrive, 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 Epicor ERP manages people and org data: keep Pipedrive aligned

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

What you can sync between Epicor ERP and Pipedrive

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.

Epicor ERP objects Pipedrive objects
Purchase orders Synced with procurement systems and matched against receipts. Organizations Company records linked to persons and deals; matched to billing customers.
Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Activities Calls, meetings, and tasks; read out for rep activity reporting.
Quotes Estimates that pair with CRM opportunities during the sales cycle. MailThreads Synced with incremental and full sync per the Stacksync docs.
AR invoices Billing records surfaced in CRM or finance tools for collections visibility. MailMessages Synced with incremental and full sync per the Stacksync docs.
Shipments Fulfillment confirmations synced to customer portals and commerce systems. CallLogs Synced with incremental and full sync per the Stacksync docs.
Bills of materials Methods of manufacturing read for costing and planning integrations. Files Synced with incremental and full sync per the Stacksync docs.
What ships with Epicor ERP ⇄ Pipedrive

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Pipedrive 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 Epicor ERP or Pipedrive record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Epicor ERP and Pipedrive connectors work

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

Pipedrive

Integration surface
REST API
Authentication
No-code guided connection: create a connection, select Pipedrive, then click "Allow and Install" (OAuth-style app install; docs do not name the protocol)
Change detection
Webhooks on per-object create, update, and delete events, with polling on update timestamps
Capabilities
read · write · webhooks
Rate limits
Request budgets vary by plan and authentication method.
Pipedrive setup guide
How it works

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

    Choose tables

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

Epicor ERP and Pipedrive 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 Epicor ERP and Pipedrive.

Popular · 8 of 386
All Epicor ERP integrations All Pipedrive integrations Browse all integrations
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