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ERP ⇄ CRM

Rootstock ERP to ZoomInfo integration — real-time data sync

Keep Rootstock ERP and ZoomInfo 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 Rootstock ERP and ZoomInfo

Flow ZoomInfo data into Rootstock ERP in real time — no exports, no schedulers, no custom scripts.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Rootstock ERP, so Rootstock ERP always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

ZoomInfo holds the customer relationship; Rootstock 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.

Common use cases

  • Sync intent signals into the CRM or warehouse to trigger outbound plays on in-market accounts.
  • Fill gaps in new lead records (email, phone, company size) as they enter the CRM.
  • Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.
  • Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.

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

Invoice and payment state from Rootstock ERP shows on the account in ZoomInfo, 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 Rootstock ERP manages people and org data: keep ZoomInfo aligned

Owners, territories, and org structure informed by Rootstock ERP stay current in ZoomInfo.

What you can sync between Rootstock ERP and ZoomInfo

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.

Rootstock ERP objects ZoomInfo objects
Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. Technographics Technology install data per company, used for segmentation and territory planning.
Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
Purchase Orders Procurement documents synced with supplier portals and AP systems. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. Intent Signals Company-level topic scores indicating in-market buying behavior.
What ships with Rootstock ERP ⇄ ZoomInfo

Connect Rootstock ERP and ZoomInfo for flexible, real-time data sync.

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rootstock ERP or ZoomInfo 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 Rootstock ERP or ZoomInfo record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rootstock ERP and ZoomInfo.

How the Rootstock ERP and ZoomInfo connectors work

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

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

    Choose tables

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

Rootstock ERP and ZoomInfo 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Rootstock ERP and ZoomInfo.

Popular · 8 of 386
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