Relevant to: Demand Acceleration Platform
Use post outs to send lead data from the Demand Acceleration Platform to your Marketing Automation or CRM system.
Data is collected in a Source and then posted out to your system via methods including direct APIs and form posts.
To set up an integration, you need to first connect your Marketing Automation or CRM system to the Demand Acceleration Platform, before adding the integration to your Campaign/Source where you map the fields to enable data transfer.
To learn more about integrating the Demand Acceleration Platform with your Marketing Automation or CRM system, contact your Integrate Customer Success Manager.
Integrating with:
If you don't see your system here, contact your Customer Success Manager to find out about additional options.
Posting leads from the Demand Acceleration Platform into your Marketing Automation or CRM system
Below is an overview of the steps involved with setting up an integration, in order to post lead data from the Demand Acceleration Platform into your Marketing Automation or CRM system.
| Access to your Marketing Automation or CRM system or collaboration with the system admin. There is some initial set-up required and you'll need to collect credentials that are specific to your Marketing Automation or CRM system. If you do not have access to the system, you'll need to collaborate with your admin team. |
1. Connect your Marketing Automation or CRM system to the Demand Acceleration Platform
This can be done in the Demand Acceleration Platform > Integration Hub.
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API integrations |
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Other integrations |
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If you need help with this step, speak with your Customer Success Manager.
2. Build your Campaign and Source(s) in the Demand Acceleration Platform *
Build a Campaign in the Demand Acceleration Platform to house your Sources. Then create Source(s) to collect and validate incoming lead data according to user-set criteria.
| The process of building Campaigns/Sources will differ according to which channel you are using. For more detailed information, reference the specific channel section. |
The final step of building your Campaign/Source is setting up the Integrations tab and testing the integration prior to launch.
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API integrations |
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Other integrations |
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3. Manage your lead flow *
Once live, you can monitor the lead flow from your Sources through the Demand Acceleration Platform and into your Marketing Automation or CRM system. It is advisable to work with your system admin to ensure numbers are aligning and that leads are flowing successfully.
- There are several available reporting tools within the Demand Acceleration Platform to help ensure all clean and accurate data is flowing successfully.
- See your specific channel section Lead Management section for instructions and recommendations.
| * If you have a Managed Service package with Integrate, we’ll build and manage your Campaigns and Sources for you within the Demand Acceleration Platform. This includes regular reporting to keep you informed. Contact your Customer Success Manager for more details. |