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CRM ⇄ Marketing

Affinity to Iterable integration — real-time, two-way sync

Keep Affinity and Iterable in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Affinity and Iterable

Keep the people you sell to and the people you market to in one shared view: Affinity and Iterable sync contacts, accounts, and engagement in real time, in both directions.

Affinity owns the customer relationship and the pipeline; Iterable runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Notes, Interactions, Reminders, Lists in Affinity with Commerce / Purchases, Export data, Users, Events in Iterable field by field, in real time, and in both directions. You decide which system owns which fields — Affinity can own account and opportunity status while Iterable owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
  • 02 Sync notes and reminders into project or task systems used outside the deal team.
  • 03 Export Iterable engagement data (emailSend, emailOpen, emailClick, emailBounce, purchase) into a warehouse for deliverability and campaign reporting.
  • 04 Stream Iterable System Webhook events into a database in near real time so opens, clicks, bounces, and unsubscribes land alongside CRM contact records.

Common sync patterns

Where Iterable captures engagement: activity lands on the record

Opens, clicks, form fills, event attendance, or ad responses recorded in Iterable post back to the contact or account in Affinity, so reps see interest before they reach out.

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

Segments and audiences follow the CRM

Where Iterable builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Affinity, so who receives a campaign reflects current pipeline reality instead of a stale export.

What you can sync between Affinity and Iterable

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.

Affinity objects Iterable objects How this pairing syncs
Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. Lists Static subscriber lists; read via GET /api/lists and /api/lists/getUsers, with users added or removed via /api/lists/subscribe and /api/lists/unsubscribe to control who receives a send. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunities Deal records tracked on lists and synced with pipeline reporting. Campaigns Email, SMS, push, and in-app sends; metadata and metrics read via GET /api/campaigns and /api/campaigns/metrics, created and sent via /api/campaigns/create and /api/campaigns/trigger. Opportunities is specific to Affinity and Campaigns to Iterable — each maps to any object or custom field on the other side.
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. Templates Reusable email/SMS/push/in-app message templates with handlebars fields; read via /api/templates and per-channel get endpoints, written via /api/templates/email/upsert and the other channel upserts. Field Values is specific to Affinity and Templates to Iterable — each maps to any object or custom field on the other side.
Notes Meeting and call notes synced for record-keeping in other systems. Catalogs Named catalogs of items (products, content) used for personalization and recommendations; items upserted and read via /api/catalogs/{catalogName}/items. Notes is specific to Affinity and Catalogs to Iterable — each maps to any object or custom field on the other side.
Interactions Automatically captured emails and meetings, read for activity reporting. Commerce / Purchases Purchase and cart activity tracked via /api/commerce/trackPurchase and /api/commerce/updateCart, feeding revenue attribution and abandoned-cart journeys. Interactions is specific to Affinity and Commerce / Purchases to Iterable — each maps to any object or custom field on the other side.
Reminders Follow-up tasks associated with people and organizations. Export data Historical user and event records pulled through the Export API (/api/export/data.json, data.csv, and userEvents) across data types like emailSend, emailOpen, emailClick, emailBounce, purchase, and customEvent. Reminders is specific to Affinity and Export data to Iterable — each maps to any object or custom field on the other side.

How changes propagate between Affinity and Iterable

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Affinity Iterable Sub-second propagation

DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.

DeliveryEach detected change is written to Iterable through its API, with automatic retries and rate-limit backoff.

Iterable Affinity Sub-second propagation

DetectionIterable notifies Stacksync of record changes through webhook events. System Webhooks push email/SMS/push/in-app and custom events (send, open, click, bounce, complaint, unsubscribe) as JSON POSTs in near real time.

DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Affinity: Subject to the platform's published API rate limits.
  • Iterable: Limits are per endpoint and per project/key; exceeding one returns HTTP 429, so exponential backoff is advised. Event tracking allows far higher volume than metadata endpoints like campaigns/templates, and the Export API is throttled more tightly. Since Nov 10, 2025, passing the key in the query string or body is rate-limited more strictly than the Api-Key header.
What ships with Affinity ⇄ Iterable

Connect Affinity and Iterable for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Iterable connection.

Real-time

Two-way sync

Changes in Affinity or Iterable instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Iterable 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 Affinity or Iterable record.

Observability

Monitoring

Track your Affinity ⇄ Iterable sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Affinity and Iterable.

How the Affinity and Iterable connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits

Iterable

Integration surface
Iterable REST API (JSON over HTTPS): Users, Events, Campaigns, Templates, Lists, Catalogs, and Commerce endpoints, plus a bulk Export API for historical data
Authentication
API key sent in the Api-Key HTTP header (also accepted as Api_Key; the name is case-insensitive). Keys are scoped by type - Server-side, JavaScript (Web SDK), or Mobile - with optional JWT-enabled keys. US projects use api.iterable.com; EU projects use api.eu.iterable.com.
Change detection
System Webhooks push email/SMS/push/in-app and custom events (send, open, click, bounce, complaint, unsubscribe) as JSON POSTs in near real time; historical backfill and incremental catch-up run through the Export API over a date range.
Capabilities
read · write · webhooks
Rate limits
Limits are per endpoint and per project/key; exceeding one returns HTTP 429, so exponential backoff is advised. Event tracking allows far higher volume than metadata endpoints like campaigns/templates, and the Export API is throttled more tightly. Since Nov 10, 2025, passing the key in the query string or body is rate-limited more strictly than the Api-Key header.
How it works

How to connect Affinity to Iterable — 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 Affinity and Iterable 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
    Affinity connected
    Iterable connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and Iterable 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 · Affinity ⇄ Iterable
    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
    Affinity Iterable
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Affinity and Iterable integration FAQ

SECURITY

Security teams trust 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.

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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 472 integrations available for Affinity and Iterable.

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