Skip to content
Marketing ⇄ CRM

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

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

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Iterable and Veeva CRM

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

Veeva 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 Sample Transactions, Consent Records, Key Messages and CLM Content, Territories and Alignments in Veeva 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 — Veeva 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 Mirror medical inquiries into a medical information system for fulfillment and audit.
  • 02 Sync HCP and HCO accounts between Veeva CRM and a customer master or MDM system to keep the customer master aligned.
  • 03 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.
  • 04 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.

Common sync patterns

Segments and audiences follow the CRM

Where Iterable builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Veeva CRM, 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 Veeva CRM 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.

What you can sync between Iterable and Veeva CRM

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.

Iterable objects Veeva CRM objects How this pairing syncs
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}. Events Medical events and speaker programs managed through Veeva's events capabilities. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
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. Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown. Export data is specific to Iterable and Calls to Veeva CRM — each maps to any object or custom field on the other side.
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. Medical Inquiries Information requests captured in the field and routed to medical affairs. Users is specific to Iterable and Medical Inquiries to Veeva CRM — each maps to any object or custom field on the other side.
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. Sample Transactions Sample disbursement records tracked for regulatory compliance. Campaigns is specific to Iterable and Sample Transactions to Veeva CRM — each maps to any object or custom field on the other side.
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. Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems. Templates is specific to Iterable and Consent Records to Veeva CRM — each maps to any object or custom field on the other side.
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. Key Messages and CLM Content Approved content presented during calls, referenced in activity data. Lists is specific to Iterable and Key Messages and CLM Content to Veeva CRM — each maps to any object or custom field on the other side.

How changes propagate between Iterable and Veeva CRM

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.

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

Veeva CRM Iterable Interval-based propagation

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

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

Rate-limit considerations

  • 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.
  • Veeva CRM: Subject to the underlying platform's API request allocations, which are contract-dependent.
What ships with Iterable ⇄ Veeva CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Iterable and Veeva CRM connectors work

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.

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works

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

    Choose tables

    Pick the Iterable and Veeva CRM 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 · Iterable ⇄ Veeva CRM
    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
    Iterable Veeva CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Iterable and Veeva CRM 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 465 integrations available for Iterable and Veeva CRM.

Popular · 8 of 465
All Iterable integrations All Veeva CRM integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own