---
title: 'Plex + Apptivo'
url: 'https://www.staging38.commercient.com/product/plex-apptivo/'
date: '2026-06-19T10:46:36-04:00'
modified: '2026-06-19T10:46:36-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Plex to Apptivo, giving your team access to Plex data directly within Apptivo. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Plex and Apptivo, giving sales teams access to ERP customer, order, invoice and inventory data from inside Apptivo. Sales teams can check stock availability, pricing and open orders in Apptivo before and after every customer call.

## What syncs

- Sync Plex Customer Orders and Status Updates to Apptivo
- Update Apptivo Contacts from Plex Customer Contacts
- View Plex Container Quantities in Apptivo
- Sync Plex Cash Receipts to Apptivo Account Records
- Access Plex Price Lists from Apptivo
- Sync Plex Credit Memos to Apptivo

## Why Commercient

### New customer onboarding

Connect Apptivo new Customers to Plex Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Plex Price Lists to Apptivo so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Apptivo deal values and expected close dates with Plex order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Plex customer credit status and order limits to Apptivo so sales reps know a customer's account standing before quoting or accepting new orders.

## About Plex

Plex is a cloud manufacturing ERP for automotive and industrial manufacturers, managing production, quality, supply chain, inventory and financial operations.

## About Apptivo

Apptivo is a cloud CRM and business management platform for small businesses, managing contacts, leads, opportunities, projects, invoices and customer communication.

## Frequently asked questions

### Can sales reps see Plex AR Invoices and Cash Receipts inside Apptivo?

Yes, Commercient can surface Plex AR Invoices and Cash Receipts data inside Apptivo so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Plex Parts and Container Quantities be accessed from Apptivo?

Yes, Commercient can sync Plex Parts and Container Quantities to Apptivo so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Plex and Apptivo?

Commercient can support bidirectional sync between Plex and Apptivo, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Plex Price Lists sync to Apptivo for sales quoting?

Yes, Commercient can sync Plex Price Lists to Apptivo so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Plex data in Apptivo?

Commercient can support surfacing Plex data inside Apptivo views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.