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Marketing ⇄ CRM

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

Keep Rollworks 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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Why teams connect Rollworks and Vtiger CRM

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

Vtiger CRM owns the customer relationship and the pipeline; Rollworks 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 Opportunities, Cases, Products, Quotes in Vtiger CRM with Accounts (TAL Items), Audience Segments, Campaigns, Ad Groups and Ads in Rollworks 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 Rollworks owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Sync Cases to an external help desk or engineering tracker so support and product teams work from the same tickets.
  • 02 Push Quotes and Invoices into accounting software to avoid re-keying billing data.
  • 03 Push a Target Account List from a CRM or warehouse into RollWorks, keeping Accounts (domains) and their Account Tiers aligned as the source data changes.
  • 04 Sync CRM Audience Segments from a database of emails through the Audience API so lists are populated for advertising without manual CSV uploads.

Common sync patterns

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 Rollworks builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Vtiger CRM, so who receives a campaign reflects current pipeline reality instead of a stale export.

Where Rollworks generates leads: hand-off without re-keying

New leads or responders captured in Rollworks flow into Vtiger CRM assigned and deduplicated, so nothing sits in a marketing list waiting for someone to export it.

What you can sync between Rollworks 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.

Rollworks objects Vtiger CRM objects How this pairing syncs
Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. 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.
Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. Quotes Pricing documents with line items. Target Account Lists is specific to Rollworks and Quotes to Vtiger CRM — each maps to any object or custom field on the other side.
Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. Sales Orders Order records between quote and invoice, synced to fulfillment systems. Account Tiers is specific to Rollworks and Sales Orders to Vtiger CRM — each maps to any object or custom field on the other side.
Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. Invoices Billing documents pushed into accounting software. Accounts (TAL Items) is specific to Rollworks and Invoices to Vtiger CRM — each maps to any object or custom field on the other side.
Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Contacts Person records linked to organizations; a core target for two-way contact syncs. Audience Segments is specific to Rollworks and Contacts to Vtiger CRM — each maps to any object or custom field on the other side.
Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. Organizations Company and account records. Ad Groups and Ads is specific to Rollworks and Organizations to Vtiger CRM — each maps to any object or custom field on the other side.

How changes propagate between Rollworks 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.

Rollworks Vtiger CRM Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

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

Vtiger CRM Rollworks Sub-second propagation

DetectionVtiger CRM notifies Stacksync of record changes through webhook events. Polling on record modified timestamps.

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

Rate-limit considerations

  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
  • Vtiger CRM: Subject to the platform's API rate limits, which vary by edition.
What ships with Rollworks ⇄ Vtiger CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rollworks 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 Rollworks or Vtiger CRM record.

Observability

Monitoring

Track your Rollworks ⇄ 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 Rollworks and Vtiger CRM.

How the Rollworks and Vtiger CRM connectors work

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.

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 Rollworks 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 Rollworks 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
    Rollworks connected
    Vtiger CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Rollworks 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.

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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 385 integrations available for Rollworks and Vtiger CRM.

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