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CRM ⇄ ERP

HubSpot to Plex ERP integration — real-time, two-way sync

Keep HubSpot 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 HubSpot and Plex ERP

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

HubSpot 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 Owner, Pipeline, Stages, Audit in HubSpot with Customers, Suppliers, Shipments, Quality records 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

  • Write warehouse-computed lead and account scores back to HubSpot properties on a schedule or in near real time.
  • Sync HubSpot Tickets with an internal support database to unify service reporting across channels.
  • Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.
  • Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.

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 HubSpot aligned

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

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

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

What you can sync between HubSpot 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.

HubSpot objects Plex ERP objects
Audit Synced with incremental and full sync per the Stacksync docs. Quality records Checksheet and inspection data pulled into plant dashboards
Contact Synced with incremental and full sync per the Stacksync docs. Parts Item master records shared with CRM, e-commerce, and planning tools
Company Synced with incremental and full sync per the Stacksync docs. Inventory On-hand balances and locations replicated for visibility outside the plant system
Deal Synced with incremental and full sync per the Stacksync docs. Production jobs Shop-floor work records combining ERP and MES data for output reporting
Line Item Synced with incremental and full sync per the Stacksync docs. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status
Product Synced with incremental and full sync per the Stacksync docs. Purchase orders Procurement records mirrored to accounting and planning systems
What ships with HubSpot ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever HubSpot 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 HubSpot or Plex ERP record.

Observability

Monitoring

Track your HubSpot ⇄ 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 HubSpot and Plex ERP.

How the HubSpot and Plex ERP connectors work

HubSpot

Integration surface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Records: incremental near-real-time change tracking. Associations: HubSpot has no native association CDC
Capabilities
read · write · CDC · webhooks
Rate limits
Request limits vary by subscription tier and API type.
HubSpot setup guide

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 HubSpot 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 HubSpot 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
    HubSpot connected
    Plex ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

HubSpot 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 HubSpot and Plex ERP.

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