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.
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:
The email activity is automatically logged (under the related Contact in ConnectWise Manage):
The list of synced emails including date and time appear under Activities:
The text of the email is included under Notes (under email Summary):
Here's a snapshot of the supported objects (activity) mapping setup in Bedrock Data:
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:
Tags live in a contact record:
A snapshot of the supported objects (contact) mapping setup in Bedrock Data.
Call for Customer Stories 📣
We ❤️ highlighting our customers. If you’re interested in being featured, drop us a line at email@example.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 firstname.lastname@example.org.
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: email@example.com