Connecting Integrate Events with Integrate Orchestrate

Avatar Emily Higgins, 

Send lead data from Events directly to Orchestrate. To setup your integration, you'll first need to configure API access within your Integrate account and add some key information into Events. Follow our step-by-step guide here to get Events fully integrated with Orchestrate.

What this integration feature can do

  • Create new leads in Integrate
  • Add data to an existing lead if one already exists with the same email address
  • Passes the data in real-time

What this integration feature can't do (yet!)

  • Create or update other Custom Objects

How to setup your integration

  • In Orchestrate - generate a new API key
  • In Events (at account level) - connect Orchestrate with Events by entering the API key
  • In Events (at event level) - add integration to specific event/s and map form fields to those in Integrate

To switch on this integration feature, speak with your Customer Success Manager or Account Manager for help.

🖥Show me how! Setup your Integrate Orchestrate integration

Create an API Key in your Integrate Orchestrate account

  • Login to Integrate

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  • Go to Settings

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  • Click on 'Organisation Settings'

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  • Click on 'Generate Key'

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  • Add a name for the key

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  • Click on 'Copy Markup' - this will save a copy of the API key to your clipboard

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Setup the integration in Integrate Events (formerly Akkroo)

  • Login to Integrate Events

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  • Go to Settings > Integrations
  • Click on 'Add new'

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  • Select 'Integrate' and click 'Add'

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  • Paste your API key into the 'Integrate API key' box
  • Click on 'Save changes'
  • Your Integrate account is now linked to Integrate Events

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  • Go to your event
  • Click on 'Setup integrations'

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  • Click on 'Add new'

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  • Select Integrate and click on 'Add'

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  • Click on the 'Integrate Source' dropdown menu and select the required item
  • Proceed to map your fields as required
    • Note, fields designated as mandatory in Integrate should be mirrored in your form
  • Click on 'Save changes' once finished

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  • You are now setup and ready for your collected leads to be pushed to Integrate.

 


 

For more information or help getting your Integrate integration set up, contact your Customer Success Manager or Account Manager.

 


 

FAQs

How fast will my contacts appear in Integrate Orchestrate?
Usually a few seconds after they appear in the Events dashboard.
 
How does this feature work when my devices are offline?
Contacts are queued to be added to Integrate as soon as the data synchronises to the dashboard.
 
Can I use the same integration over multiple Events accounts?
You must set up an independent integration link for each separate Events account. A cost will apply for each additional account which needs an integration.
  
Can I import the data that I collected before I set up the integration on an event?
You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.
 
How do I disable or remove an integration from an event?
From the Integrations screen for the event, under the Integrate row, select Remove Integration.
If a lead is affected by an error, can I resend the lead to Integrate Orchestrate after I've corrected the issue?
Yes with our 'resend outbound integration' functionality, you can resend affected leads to Integrate Orchestrate from within the dashboard. See Help Centre article, ➡️ Resend leads to integrated platforms.

 

 


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