The Bedrock Data Product Team | August 9, 2017

Bedrock Data Product Update - July 2017

This is our monthly update that highlights the recent product improvements we’ve made so you can stay up to date. Here’s what we launched in July. 🚀

Polishes & Fixes ✨

HubSpot - WebEx

WebEx registration activity on HubSpot timelines is now supported by Bedrock Data.

The deployed change creates HubSpot timeline activity for both attendance and registration activity for a WebEx event so HubSpot users can create lists, automate campaigns, and target marketing messages. View our support document to set this up in your portal.

Marketing 101.png

 

HubSpot CRM - ConnectWise

Syncing HubSpot CRM Sales Emails to ConnectWise is now supported by Bedrock Data.

We expose a plain text version of the email body so HubSpot CRM users have access to a new engagement field called “Plain Text” (read only). And ConnectWise users can view email activity. View our support documentation to set this up in your portal.

Here's a view of email sent and logged in HubSpot’s CRM:

Screen Shot 2017-08-02 at 4.38.21 PM

The email activity is automatically logged (under the related Contact in ConnectWise Manage):

Screen Shot 2017-08-02 at 4.38.38 PM

 

The list of synced emails including date and time appear under Activities:

Screen Shot 2017-08-02 at 4.38.48 PM

 

The text of the email is included under Notes (under email Summary):

Screen Shot 2017-08-02 at 4.39.00 PM

 

Here's a snapshot of the supported objects (activity) mapping setup in Bedrock Data:

Screen Shot 2017-08-08 at 4.19.04 PM

 

Infusionsoft

Syncing marketing activity info to CRM systems is now supported by Bedrock Data. The deployed change reads Infusionsoft Tags (a multi select custom field) that are added to contact records based on behaviors or data changes.

This feature enables Infusionsoft users to create lists, automate campaigns, and target marketing messages.

A snapshot of tags used in campaigns:

Demo_request

 

Tags live in a contact record:

Melanie_Aizer

 

A snapshot of the supported objects (contact) mapping setup in Bedrock Data.

Screen Shot 2017-07-31 at 4.06.21 PM
Bedrock_Data_-_Mappings 4.26.04 PM

 

Call for Customer Stories 📣

We ❤️ highlighting our customers. If you’re interested in being featured, drop us a line at marketing@bedrockdata.com

Customer Lunch at INBOUND 2017

Will you be attending INBOUND 2017 in Boston? If so, our VP of Marketing, Zak Pines, is coordinating a Bedrock Data customer lunch. Let him know you're interested via email marketing@bedrockdata.com.

Made with ⚡

-Bedrock Data Team

PS: We have some exciting new products in development that will help customers close the loop between sync and action. And we’re looking for customers to validate our product idea. Interested in sharing your thoughts? Drop us a line: gabriela@bedrockdata.com

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