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CRM ⇄ Analytics

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

Keep Gladly and Pendo 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 Pendo

Put live Gladly data behind every dashboard and cohort in Pendo, and write the segments and scores Pendo computes back onto the Gladly record — one connection, not a nightly export.

Pendo turns data into dashboards, cohorts, and metrics; Gladly is where customers, contacts, deals, and activity actually live and change. The two meet wherever a number is really about a specific account, segment, or stage — yet most teams feed the CRM into analytics as a nightly extract or a hand-maintained connector, so the reporting lags the business and can't be sliced by the customers and segments that matter.

Stacksync syncs Conversation items, Agents, Topics, Tasks from Gladly into Pendo field by field and within seconds, so every dashboard and cohort runs on current records instead of a stale copy. Because the connection runs both ways, the cohorts, scores, and metrics computed in Pendo write back to fields in Gladly, landing where the people working accounts can see them. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Sync Pendo Visitors and Accounts into a data model to score product-qualified accounts alongside behavioral event data.
  • 02 Load guide-engagement events into a reporting database to measure onboarding-flow adoption against retention and expansion.
  • 03 Mirror conversations and topics into a warehouse for CX analytics and staffing models.
  • 04 Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.

Common sync patterns

A record that outlives edits in the CRM

A continuously synced copy of Gladly's records and activity in Pendo keeps a queryable history even as records change or age out of the CRM.

Customer context in Pendo

Accounts, contacts, deals, and activity from Gladly sync into Pendo, so metrics and dashboards group by real customers, segments, and stage instead of anonymous IDs.

Report on live CRM data

New records and status changes in Gladly appear in Pendo within seconds, so dashboards and cohorts track the current pipeline rather than last night's export.

What you can sync between Gladly and Pendo

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 Pendo objects How this pairing syncs
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Features / Pages / Guides (metadata) Definitions of tagged UI elements listed through the entity endpoints; read-only reference used to label and join the event streams. Conversation items is specific to Gladly and Features / Pages / Guides (metadata) to Pendo — each maps to any object or custom field on the other side.
Agents User records used to attribute work in CX analytics. Visitors End-user records with agent-collected and custom fields; queried through the Aggregation API and enriched with custom fields written back via the Metadata API. Agents is specific to Gladly and Visitors to Pendo — each maps to any object or custom field on the other side.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Accounts Company/workspace records that roll visitors up to an account dimension; readable via Aggregation and a write target for custom fields (plan, ARR, health) via the Metadata API. Topics is specific to Gladly and Accounts to Pendo — 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. Feature Events Click/interaction events on tagged features, read-only through the Aggregation API over an event-time window and joined to the Feature definitions. Tasks is specific to Gladly and Feature Events to Pendo — 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. Page Events Page-view events for tagged pages; read-only via the Aggregation API, used for adoption and path analysis in a warehouse. Customer profiles is specific to Gladly and Page Events to Pendo — 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. Guide Events Guide seen/advanced/dismissed and step events for in-app walkthroughs; read-only through the Aggregation API to measure onboarding flow adoption. Conversations is specific to Gladly and Guide Events to Pendo — each maps to any object or custom field on the other side.

How changes propagate between Gladly and Pendo

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

Pendo Gladly Interval-based propagation

DetectionStacksync polls Pendo for changes on an incremental schedule, reading only records changed since the previous pass. Polling - reads query the Aggregation API over event-time windows.

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.
  • Pendo: Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
What ships with Gladly ⇄ Pendo

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Pendo 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 Pendo record.

Observability

Monitoring

Track your Gladly ⇄ Pendo 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 Pendo.

How the Gladly and Pendo 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

Pendo

Integration surface
Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
Authentication
Integration key sent in the x-pendo-integration-key header, generated in Subscription Settings; keys are scoped read-only or read/write, so writes require a read/write key
Change detection
Polling - reads query the Aggregation API over event-time windows; no change-data-capture feed and no data-change webhooks. Writes go through the Metadata API on demand.
Capabilities
read · write
Rate limits
Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
How it works

How to connect Gladly to Pendo — 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 Pendo 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
    Pendo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Gladly and Pendo 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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→ 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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 383 integrations available for Gladly and Pendo.

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