customer blog

Bedrock Data’s Guided On-Boarding Engagement for Bi-Directional Sync

April 19, 2019

Goals We’ve designed our on-boarding engagement for our bi-directional sync with these goals for our customers:

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Quick Tip: Prevent HubSpot Deals Syncing Too Early

December 22, 2018

If you’re syncing deals from HubSpot to a CRM system like ConnectWise or NetSuite, you could get errors for creating an opportunity record in your operational CRM.

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Duplicates in CRM? Not Ideal, But We Have Some Options

November 15, 2018

Regardless of your marketing automation system (HubSpot, Marketo, Pardot, Infusionsoft, etc.) or CRM (NetSuite, Microsoft Dynamics, Salesforce, SugarCRM, ConnectWise,...

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Integrating ConnectWise & Salesforce, what do I need to know?

September 21, 2018

Bedrock Data has recently launched an updated ConnectWise connector built on ConnectWise's REST API and featured as a certified Connector Partner in the ConnectWise...

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Important Sync Connector Updates for Dynamics, Zoho and Netsuite Customers

June 21, 2018

For our Sync Customers, there are important updates to be aware of for Dynamics, Zoho and Netsuite. This post covers all of these changes and the steps Bedrock is taking...

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Announcing Mapping Workshops for Sync Customers

March 20, 2018

For customers of Sync, you can now sign up for weekly Mapping Workshops. Whether you are a brand new customer just going through the initial setup or you've been a Bedrock...

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Fusion: Early Access Program

January 16, 2018

  We here at Bedrock are thrilled to invite all customers to join the Early Access Program for our new Fusion product.

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Bedrock Data Updates Pardot Connector with Opportunities and Custom Fields

May 2, 2017

With continued increase in customer demand for Pardot-CRM integrations, we released several enhancements to our Pardot connector.

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How Do I Do Closed-Loop Reporting in HubSpot, Really?

April 11, 2017

Closed loop reporting is a key value proposition of HubSpot. HubSpot users, like all modern marketers, are looking to connect marketing activities to the follow-on sales...

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Updated Bedrock Data Privacy Policy

April 10, 2017

Bedrock Data is committed to protecting the privacy of our users. As of today -- April 10, 2017 -- we have updated our privacy policy and you can always view the most...

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Making HubSpot Marketing Data Visible in Your CRM

March 22, 2017

A question we often get from HubSpot customers is: “What are my options for making HubSpot marketing data visible in my existing CRM?”

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How to Setup a Process to Track Campaigns in HubSpot with your CRM System

March 10, 2017

  Campaigns are a key element to a marketer's tool belt. It's not surprising that we're often asked: Can Bedrock Data sync campaign information from HubSpot to a CRM? ...

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