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CRM ⇄ Marketing

Gladly to Salesforce Marketing Cloud integration — real-time, two-way sync

Keep Gladly and Salesforce Marketing Cloud 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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Why teams connect Gladly and Salesforce Marketing Cloud

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

Gladly owns the customer relationship and the pipeline; Salesforce Marketing Cloud 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 Agents, Topics, Tasks, Customer profiles in Gladly with Data Extensions, Contacts / Subscribers, Journeys (Journey Builder), Content Assets (Content Builder) in Salesforce Marketing Cloud 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 Salesforce Marketing Cloud owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • 02 Mirror conversations and topics into a warehouse for CX analytics and staffing models.
  • 03 Fire Journey Builder entry events (/interaction/v1/events) from an app or database when a contact acts, so behavioral journeys trigger on live events instead of scheduled batch loads.
  • 04 Land tracking events - Sent, Open, Click, Bounce, Unsubscribe - from the SOAP tracking objects or Automation Studio Data Views into a warehouse table for per-send deliverability reporting.

Common sync patterns

Where Salesforce Marketing Cloud generates leads: hand-off without re-keying

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

New and updated people stay in step

When a contact or lead is created or edited in either system, the matching record appears or updates in the other, so campaigns reach real people and reps see who is already being marketed to.

Where Salesforce Marketing Cloud captures engagement: activity lands on the record

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

What you can sync between Gladly and Salesforce Marketing Cloud

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 Salesforce Marketing Cloud objects How this pairing syncs
Agents User records used to attribute work in CX analytics. Journeys (Journey Builder) Multi-step automated flows read and managed via /interaction/v1/interactions; contacts are injected by firing an entry event to /interaction/v1/events with an EventDefinitionKey and contact data. Agents is specific to Gladly and Journeys (Journey Builder) to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Content Assets (Content Builder) Emails, templates, images, and reusable content blocks stored in Content Builder and read or written via /asset/v1/content/assets, used to compose the messages a journey or send delivers. Topics is specific to Gladly and Content Assets (Content Builder) to Salesforce Marketing Cloud — 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. Automations (Automation Studio) Scheduled or triggered workflows of import, query, extract, and send activities managed via /automation/v1/automations; SQL Query Activities read Data Views and write results into Data Extensions. Tasks is specific to Gladly and Automations (Automation Studio) to Salesforce Marketing Cloud — 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. Tracking Events Sent, Open, Click, Bounce, Unsubscribe, and NotSent events retrieved through the SOAP tracking objects (SentEvent, OpenEvent, ClickEvent, BounceEvent) or the Automation Studio Data Views (_Sent, _Open, _Click, _Bounce) - the queryable record of engagement per send. Customer profiles is specific to Gladly and Tracking Events to Salesforce Marketing Cloud — 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. Transactional Sends Triggered and transactional Email/SMS delivered through the Messaging API (/messaging/v1/email/messages/{key}); the Event Notification Service reports each message's disposition (delivered, bounced, opened, clicked). Conversations is specific to Gladly and Transactional Sends to Salesforce Marketing Cloud — 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. Data Extensions Custom relational tables that store subscriber, audience, and arbitrary business data; rows are read via GET /data/v1/customobjectdata or SOAP Retrieve and upserted via the synchronous rowset PUT or the async /data/v1/async/dataextensions rows endpoint. This is the primary two-way surface. Conversation items is specific to Gladly and Data Extensions to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.

How changes propagate between Gladly and Salesforce Marketing Cloud

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 Salesforce Marketing Cloud 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 Salesforce Marketing Cloud through its API, with automatic retries and rate-limit backoff.

Salesforce Marketing Cloud Gladly Sub-second propagation

DetectionSalesforce Marketing Cloud notifies Stacksync of record changes through webhook events. The Event Notification Service (ENS) issues HTTPS POST callbacks for transactional Email and SMS events (sent, bounce, open, click) once a callback.

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.
  • Salesforce Marketing Cloud: Salesforce does not publish fixed numeric REST rate limits; requests are throttled per account and can return HTTP 429, so backoff is advised. SOAP Retrieve returns at most 2,500 records per call and pages via ContinueRequest with the prior RequestID. Bulk Data Extension writes use the async rows API to queue inserts in the background.
What ships with Gladly ⇄ Salesforce Marketing Cloud

Connect Gladly and Salesforce Marketing Cloud for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Salesforce Marketing Cloud 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 Salesforce Marketing Cloud record.

Observability

Monitoring

Track your Gladly ⇄ Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

How the Gladly and Salesforce Marketing Cloud 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

Salesforce Marketing Cloud

Integration surface
Two APIs on tenant-specific endpoints: a REST API (JSON over HTTPS) for Data Extensions, Journeys, Contacts, Content Builder, and Automations, plus a legacy SOAP API (ExactTarget WSDL) for tracking events and bulk Retrieve.
Authentication
OAuth 2.0 via an Installed Package (Client ID + Client Secret). Server-to-server uses the client_credentials grant and web apps use authorization_code, both against {subdomain}.auth.marketingcloudapis.com/v2/token. The 20-minute access token response also returns the account's rest_instance_url and soap_instance_url.
Change detection
The Event Notification Service (ENS) issues HTTPS POST callbacks for transactional Email and SMS events (sent, bounce, open, click) once a callback URL and subscription are registered and verified. There is no general data-change feed, so Data Extension and Data View syncs poll by date fields.
Capabilities
read · write · webhooks
Rate limits
Salesforce does not publish fixed numeric REST rate limits; requests are throttled per account and can return HTTP 429, so backoff is advised. SOAP Retrieve returns at most 2,500 records per call and pages via ContinueRequest with the prior RequestID. Bulk Data Extension writes use the async rows API to queue inserts in the background.
How it works

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

    Choose tables

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

Gladly and Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

Popular · 8 of 371
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