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Marketing ⇄ CRM

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

Keep Iterable and Vtiger 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.

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

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Why teams connect Iterable and Vtiger CRM

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

Vtiger 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 Contacts, Organizations, Leads, Opportunities in Vtiger CRM with Templates, Lists, Catalogs, Commerce / Purchases in Iterable field by field, in real time, and in both directions. You decide which system owns which fields — Vtiger 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 Two-way contact and organization sync between Vtiger and a billing or ERP system.
  • 02 Sync Cases to an external help desk or engineering tracker so support and product teams work from the same tickets.
  • 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

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 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 Vtiger 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.

What you can sync between Iterable and Vtiger 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 Vtiger CRM objects How this pairing syncs
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. Campaigns Marketing campaign records tied to leads and contacts. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
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. Contacts Person records linked to organizations; a core target for two-way contact syncs. Export data is specific to Iterable and Contacts to Vtiger 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. Organizations Company and account records. Users is specific to Iterable and Organizations to Vtiger CRM — each maps to any object or custom field on the other side.
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}. Leads Unqualified prospects that convert into contacts, organizations, and opportunities. Events is specific to Iterable and Leads to Vtiger 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. Opportunities Deal records, historically the Potentials module, synced for pipeline reporting. Templates is specific to Iterable and Opportunities to Vtiger 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. Cases Support tickets from the help-desk module, mirrored to external trackers. Lists is specific to Iterable and Cases to Vtiger CRM — each maps to any object or custom field on the other side.

How changes propagate between Iterable and Vtiger 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 Vtiger 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 Vtiger CRM through its API, with automatic retries and rate-limit backoff.

Vtiger CRM Iterable Sub-second propagation

DetectionVtiger CRM notifies Stacksync of record changes through webhook events. Polling on record modified 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.
  • Vtiger CRM: Subject to the platform's API rate limits, which vary by edition.
What ships with Iterable ⇄ Vtiger CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Iterable or Vtiger 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 Vtiger CRM record.

Observability

Monitoring

Track your Iterable ⇄ Vtiger 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 Vtiger CRM.

How the Iterable and Vtiger 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.

Vtiger CRM

Integration surface
REST API
Authentication
HTTP Basic with username and access key
Change detection
Polling on record modified timestamps; workflows can fire outbound HTTP calls on record events
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by edition.
How it works

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

    Choose tables

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

Iterable and Vtiger 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
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ISO 27001
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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 481 integrations available for Iterable and Vtiger CRM.

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