Iterable integrations and automations
Why you should automate with Iterable
Align sales and marketing
Why these integrations and automations matter:Sales data can help you build marketing campaigns that drive repeat purchases, enable upsells, and raise additional revenue from customers. Help sales and marketing share customer data by integrating Iterable with your CRM – be it Salesforce, Hubspot, Zendesk Sell, or another app.
Sync recordsSync customer records in Iterable and your CRM, so you can ensure you have all the information about a potentially marketable contact. Any changes made to the contact in your CRM can automatically sync back to Iterable, and vice versa.
Empower salesHelp your sales team identify upsell opportunities. For example, you could trigger an event in Salesforce when Iterable sees that a customer opened an important marketing email. Route leads with custom logic using attributes like territory, company size, revenue or any other custom field to accommodate complex routing rules.
Run targeted campaignsRun targeted campaigns in Iterable based on customer data from your CRM. For example, you could use a customer’s order history from Salesforce to send an email in Iterable when it’s time to repurchase an item.
Do everything in one place
Customize your Iterable integration with the following triggers and actions.
When this happens…
- New event Real-timeNew System webhook event in Iterable
- New workflow event Real-timeNew workflow event in Iterable
Any other trigger you can think up
- Add subscribers to a listAdd Subscribers to a list in Iterable
- Update records in bulkBulk update records in Iterable
- Upsert records in bulkBulk upsert records in Iterable
- Create recordCreate record in Iterable
- Custom actionCustom action in Iterable
- Delete recordDelete record in Iterable
- Export dataExport Data in Iterable
- Get record detailsGet details of specific record in Iterable
- Search recordsSearch record in Iterable
- Send notificationSend object in Iterable
- Subscribe a userSubscribe a User to a group in Iterable
- Unsubscribe a userUnsubscribe a User to a group in Iterable
- Update recordUpdate record in Iterable
- Upsert recordUpsert record in Iterable
Any other action you can think up
Let us tailor your Iterable integrations
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Related Solutions & Content
About Iterable Integrations
It isn’t always easy to present a unified marketing message to your leads and customers, especially when you’re reaching out across different platforms. Iterable is a growth marketing platform that lets you create, coordinate, and execute targeted campaigns on all channels.
Want to do more with Iterable? Workato lets you integrate Iterable with any application to automate marketing across your business. See what’s possible in a personalized demo.
How you can integrate Iterable
- Automate, personalize, and experiment with email campaigns.
- Deliver targeted content with push notifications, mobile inbox, and text messages.
- Create unique experiences with personalized content.