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CRM ⇄ Marketing

Infor CRM to Iterable integration — real-time, two-way sync

Keep Infor CRM 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 Infor CRM and Iterable

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

Infor CRM 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 Custom entities, Accounts, Contacts, Leads in Infor CRM with Users, Events, Campaigns, Templates in Iterable field by field, in real time, and in both directions. You decide which system owns which fields — Infor CRM 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 Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.
  • 02 Sync opportunities and activities into a warehouse for pipeline and engagement reporting.
  • 03 Write list subscribe/unsubscribe changes from a CRM back into Iterable Lists so suppression and opt-in state stay current before the next send.
  • 04 Two-way sync User profiles and their custom data fields between Iterable and a Postgres database or CRM so attributes and subscription state stay aligned in both systems.

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

What you can sync between Infor CRM 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.

Infor CRM objects Iterable objects How this pairing syncs
Campaigns Marketing containers linked to leads and opportunities. 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. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Accounts Company records matched against ERP customer masters in syncs. 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. Accounts is specific to Infor CRM and Users to Iterable — each maps to any object or custom field on the other side.
Contacts Person records synced with marketing and support tools. 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}. Contacts is specific to Infor CRM and Events to Iterable — each maps to any object or custom field on the other side.
Leads Unqualified records synced in from marketing sources. 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. Leads is specific to Infor CRM and Templates to Iterable — each maps to any object or custom field on the other side.
Opportunities Pipeline records synced out for forecasting and reporting. 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. Opportunities is specific to Infor CRM and Lists to Iterable — each maps to any object or custom field on the other side.
Tickets Service records synced with helpdesk and field service systems. Catalogs Named catalogs of items (products, content) used for personalization and recommendations; items upserted and read via /api/catalogs/{catalogName}/items. Tickets is specific to Infor CRM and Catalogs to Iterable — each maps to any object or custom field on the other side.

How changes propagate between Infor CRM 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.

Infor CRM Iterable Interval-based propagation

DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.

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

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

Rate-limit considerations

  • Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
  • 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 Infor CRM ⇄ Iterable

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CRM 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 Infor CRM or Iterable record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Infor CRM and Iterable connectors work

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.

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 Infor CRM 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 Infor CRM 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
    Infor CRM connected
    Iterable connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Infor CRM 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 482 integrations available for Infor CRM and Iterable.

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