ml-connector
PlexHubSpot

Plex and HubSpot integration

Plex runs manufacturing and supply chain. HubSpot runs customer and supplier relationships. Connecting the two keeps your procurement and customer pipeline synchronized across both systems. Suppliers created in Plex flow into HubSpot as companies, purchase orders become deals that track your buying momentum, and customer records stay in agreement. ml-connector bridges the very different APIs and moves data on a schedule you control.

How Plex works

Plex is a cloud-native ERP and MES platform by Rockwell Automation, exposing suppliers, purchase orders, purchase order releases, invoices, customers, sales orders, parts, inventory, GL accounts, and payments through REST JSON APIs at https://cloud.plex.com/api. Authentication uses OAuth2 client credentials with a Bearer token. Plex does not offer native webhooks, so all integration is pull-based. The system enforces role-based permissions per integration user, and company code (PCN) is required to route requests to the correct data partition. Rate limits are not publicly documented, so exponential backoff on HTTP 429 is required.

How HubSpot works

HubSpot is a cloud-based CRM with REST JSON APIs at https://api.hubapi.com covering contacts, companies, deals, invoices, line items, products, payments, orders, and tickets. Authentication uses either a Private App Access Token (Bearer token, format pat-na1-) or OAuth2 (Authorization Code flow). HubSpot supports webhooks with signature verification for real-time updates, or polling via list and search endpoints. Batch operations are capped at 100 records per request, cursor-based pagination has a max limit of 200, and rate limits vary by tier (100 per 10 seconds for Free/Starter, 190 per 10 seconds for Professional/Enterprise). Invoices and commerce objects must be associated to contacts and line items to be valid.

What moves between them

The main flow is from Plex into HubSpot. Suppliers in Plex are synced as companies in HubSpot, and purchase orders are synced as deals, keeping your supplier and buying pipeline aligned. Customers in Plex can also flow into HubSpot as companies. The sync runs on a configurable schedule tied to your procurement cycle, pulling new and updated records from Plex by modified date and creating or updating matching records in HubSpot. HubSpot is written to only; Plex records are read-only.

How ml-connector handles it

ml-connector stores both credential sets encrypted. On the Plex side, it uses OAuth2 client credentials to obtain a Bearer token and polls the REST API on a configurable interval (typically every 5-15 minutes), filtering by modified_date to find new and changed records. On the HubSpot side, it uses the Private App Access Token to authenticate and creates companies from Plex suppliers and deals from Plex purchase orders. HubSpot's batch cap of 100 records per request is respected, and cursor-based pagination is used to iterate through large datasets. HubSpot rate limits (100 or 190 per 10 seconds depending on tier) are honored with exponential backoff on 429 responses. Because Plex enforces role-based permissions, the integration user must have the correct role assigned or API calls will return 403 or empty results. Every record synced carries a full audit trail, and can be replayed if a downstream call fails.

A real-world example

A mid-sized automotive supplier manufactures parts for OEMs and uses Plex ERP to manage production, inventory, and procurement. The company also uses HubSpot to track supplier relationships, manage purchase orders as deals in the pipeline, and forecast spending. Before integration, the procurement team manually created supplier records in HubSpot and re-entered purchase order data from Plex, taking hours each week and introducing data drift. With Plex and HubSpot connected, every new supplier created in Plex automatically appears in HubSpot as a company, and every purchase order syncs as a deal. The sales team now sees the full supplier landscape and buying plan in HubSpot without re-keying, and month-end reconciliation between systems is automatic.

What you can do

  • Sync Plex suppliers into HubSpot as companies to maintain a master list of your supply base.
  • Create HubSpot deals from Plex purchase orders to track your buying pipeline and spending by supplier.
  • Sync Plex customers into HubSpot as companies to align your customer and supplier relationship data.
  • Authenticate Plex with OAuth2 and HubSpot with a Private App Access Token, handling both systems' rate limits and pagination.
  • Poll on a configurable schedule with retries, a full audit trail, and the ability to replay any record if downstream sync fails.

Questions

Which direction does data move between Plex and HubSpot?
The main flow is from Plex into HubSpot. Suppliers, customers, and purchase orders from Plex are pulled and synced into HubSpot as companies and deals. HubSpot is written to only; Plex records are read-only, so ml-connector does not push data back into Plex.
Does Plex's lack of webhooks mean the integration is slower?
Plex does not offer native webhooks, so ml-connector polls the REST API on a configurable interval (typically every 5-15 minutes) to find new and updated records by modified date. This is fast enough for most procurement workflows, and the interval is tunable to match your cycle.
How does ml-connector handle HubSpot's 100-record batch cap and rate limits?
ml-connector respects HubSpot's batch limit of 100 records per request and uses cursor-based pagination with a max limit of 200 to iterate through large datasets. It honors HubSpot's rate limits (100 or 190 per 10 seconds depending on tier) and backs off exponentially on HTTP 429 responses.

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