Skip to content
CRM ⇄ ERP

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

Keep Pipedrive 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Pipedrive and Plex ERP

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

Pipedrive 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 Activities, MailThreads, MailMessages, CallLogs in Pipedrive with Inventory, Production jobs, Sales orders, Purchase orders 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 enrichment or product usage data into Pipedrive custom fields so reps prioritize with live signals.
  • Keep Pipedrive organizations aligned with an invoicing or accounting system's customer records.
  • 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 Pipedrive aligned

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

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

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

What you can sync between Pipedrive 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.

Pipedrive objects Plex ERP objects
Files 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
Goals Synced with incremental and full sync per the Stacksync docs. Purchase orders Procurement records mirrored to accounting and planning systems
Leads Pre-pipeline inbox items; written in from forms and enrichment pipelines. Customers Account records kept consistent with the sales team's CRM
Notes Free-form context on deals, persons, and organizations; usually read-only. Suppliers Vendor records aligned with procurement and AP tools
Pipelines Synced with incremental and full sync per the Stacksync docs. Shipments Outbound logistics records synced to trading partners and tracking systems
Deals Pipeline records with stage and value; the primary object for reporting and win-triggered automation. Quality records Checksheet and inspection data pulled into plant dashboards
What ships with Pipedrive ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Pipedrive 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 Pipedrive or Plex ERP record.

Observability

Monitoring

Track your Pipedrive ⇄ 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 Pipedrive and Plex ERP.

How the Pipedrive and Plex ERP connectors work

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

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

    Choose tables

    Pick the Pipedrive 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 · Pipedrive ⇄ 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
    Pipedrive Plex ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Pipedrive 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 Pipedrive and Plex ERP.

Popular · 8 of 386
All Pipedrive integrations All Plex ERP integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own