How does the Plex HubSpot integration work?

Plex is a cloud manufacturing platform from Rockwell Automation that combines ERP and production management. We connect it to HubSpot through Karana, our integration platform. Plex exports files to a secure location on a schedule, Karana transforms the data and updates HubSpot, and won deals from HubSpot are returned to Plex the same way.

What data can I sync between Plex and HubSpot?

A typical setup brings customer status, purchase history, quantities and customer pricing from Plex into HubSpot, mostly on the company record, and sends won deals from HubSpot back to Plex. The exact fields, file layout and matching rules are confirmed in a mapping document before the build.

Why use a file transfer instead of the Plex API?

A scheduled file exchange is usually the fastest and most cost-effective way to give sales daily visibility of ERP data, and it keeps control of the exports with the team that owns Plex. When updates must be near real time, the same Karana platform can be used for an API-based integration without rebuilding the HubSpot side.

How often is the data updated?

In the file-based setup the exchange usually runs nightly, so each morning HubSpot reflects the previous day's activity in Plex. The schedule can be adjusted to run more often if the business needs fresher data.

Can the integration be customized to our Plex setup?

Yes. Which data is exported, how customers are matched to HubSpot companies, where purchase history and pricing are stored in HubSpot, and which deal stage sends an order back to Plex are all scoped to your process. We document the design, test it before go-live, and monitor and maintain the integration on Karana after launch.

Plex ERP + HubSpot Integration

Plex, part of Rockwell Automation, is a cloud manufacturing platform that combines ERP and production management. Our integration brings customer status, purchase history, quantities and pricing from Plex into HubSpot, and sends won deals back to Plex, so sales and operations work from the same data.

Method: scheduled secure file transfer (SFTP) through Karana Data Courier, running nightly; Plex exports files to a secure location and Karana processes them in both directions.

Scope: Plex to HubSpot for customer status, purchase history, quantities and pricing; HubSpot to Plex for won deals; field mapping and file layout agreed before the build.

In plain terms: Plex runs manufacturing and orders. We connect it to HubSpot with a nightly file exchange, so reps open an account and see what the customer buys, in what volumes and at what price, and won deals reach operations without being retyped.

ERP
Orders

Planning a Plex + HubSpot integration?

Tell us which customer, order and pricing data your sales team needs from Plex. We'll recommend file feed or API, sync direction and the right data model.

Book a Call

Data Sync Objects

HubSpot Object	Plex ERP Object	Direction
Companies	Customer / customer status	External → HubSpot
Company properties or custom object	Purchase history and quantities	External → HubSpot
Company or product properties	Customer pricing	External → HubSpot
Deals (won)	Sales order / customer order	HubSpot → External

Use Cases

Account Context Before Every Call

Customer status, purchase history and volumes from Plex appear on the HubSpot company, so reps prepare with real buying data.

Plex → Karana → HubSpot Company

Won Deals Reach Operations

Deals marked as won in HubSpot are sent to Plex, so operations receives the order without re-entry.

HubSpot Won Deal → Plex

Pricing Visibility for Sales

Current customer pricing from Plex is available in HubSpot, so quotes and conversations start from the right numbers.

Plex Pricing → HubSpot

Features

Customer status from Plex
Purchase history and quantities
Customer pricing in HubSpot
Won deals sent to Plex
Nightly secure file transfer
Karana Data Courier

Frequently Asked Questions

How does the Plex HubSpot integration work?

Plex is a cloud manufacturing platform from Rockwell Automation that combines ERP and production management. We connect it to HubSpot through Karana, our integration platform. Plex exports files to a secure location on a schedule, Karana transforms the data and updates HubSpot, and won deals from HubSpot are returned to Plex the same way.
What data can I sync between Plex and HubSpot?

A typical setup brings customer status, purchase history, quantities and customer pricing from Plex into HubSpot, mostly on the company record, and sends won deals from HubSpot back to Plex. The exact fields, file layout and matching rules are confirmed in a mapping document before the build.
Why use a file transfer instead of the Plex API?

A scheduled file exchange is usually the fastest and most cost-effective way to give sales daily visibility of ERP data, and it keeps control of the exports with the team that owns Plex. When updates must be near real time, the same Karana platform can be used for an API-based integration without rebuilding the HubSpot side.
How often is the data updated?

In the file-based setup the exchange usually runs nightly, so each morning HubSpot reflects the previous day's activity in Plex. The schedule can be adjusted to run more often if the business needs fresher data.
Can the integration be customized to our Plex setup?

Yes. Which data is exported, how customers are matched to HubSpot companies, where purchase history and pricing are stored in HubSpot, and which deal stage sends an order back to Plex are all scoped to your process. We document the design, test it before go-live, and monitor and maintain the integration on Karana after launch.