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CRM ⇄ Marketing

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

Keep Gladly 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 Gladly and Iterable

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

Gladly 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 Conversations, Conversation items, Agents, Topics in Gladly with Campaigns, Templates, Lists, Catalogs in Iterable field by field, in real time, and in both directions. You decide which system owns which fields — Gladly 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 Push conversation outcomes into a CRM so account teams see support context on their accounts.
  • 02 Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • 03 Push warehouse or CRM audience segments into Iterable as Users via bulkUpdate (up to 1000 per call) and subscribe them to static Lists to drive campaigns.
  • 04 Track product and revenue Events (custom events, trackPurchase, updateCart) into Iterable from an app or database so journeys trigger on live behavior.

Common sync patterns

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 Gladly, so who receives a campaign reflects current pipeline reality instead of a stale export.

Where Iterable generates leads: hand-off without re-keying

New leads or responders captured in Iterable flow into Gladly assigned and deduplicated, so nothing sits in a marketing list waiting for someone to export it.

What you can sync between Gladly 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.

Gladly objects Iterable objects How this pairing syncs
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. 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. Topics is specific to Gladly and Export data to Iterable — each maps to any object or custom field on the other side.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Users User profiles keyed by email or userId with custom data fields; upserted via POST /api/users/update, read via GET /api/users/{email} or getByUserId, bulk-written via /api/users/bulkUpdate (up to 1000 users per call), and deleted or GDPR-forgotten. Tasks is specific to Gladly and Users to Iterable — each maps to any object or custom field on the other side.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Events Custom and system events tracked via /api/events/track and /api/events/trackBulk (up to 1000 events per call); a single user's event history is read via GET /api/events/{email}. Customer profiles is specific to Gladly and Events to Iterable — each maps to any object or custom field on the other side.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. 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. Conversations is specific to Gladly and Campaigns to Iterable — each maps to any object or custom field on the other side.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. 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. Conversation items is specific to Gladly and Templates to Iterable — each maps to any object or custom field on the other side.
Agents User records used to attribute work in CX analytics. 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. Agents is specific to Gladly and Lists to Iterable — each maps to any object or custom field on the other side.

How changes propagate between Gladly 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.

Gladly Iterable Sub-second propagation

DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.

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

Iterable Gladly 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 Gladly through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Gladly: Subject to the platform's 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 Gladly ⇄ Iterable

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly 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 Gladly or Iterable record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Gladly and Iterable connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's 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 Gladly 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 Gladly 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
    Gladly connected
    Iterable connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Gladly 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

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 371 integrations available for Gladly and Iterable.

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