Bedrock Data Customer Blog

Luke Owen

Luke is a passionate member of the customer success community in the SaaS world and is currently the Director of Customer Success at Bedrock Data.
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Recent Posts

Important Sync Connector Updates for Dynamics, Zoho and Netsuite Customers

Posted by Luke Owen on Jun 21, 2018 4:00:20 PM


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 to ensure your integrations remain active. 

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Topics: dynamics, netsuite, Zoho

Announcing Mapping Workshops for Sync Customers

Posted by Luke Owen on Mar 20, 2018 4:01:01 PM

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 Data customer for a few years, our hope is everyone will be able to take away learning something new about mapping best practices.

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

Posted by Luke Owen on Mar 9, 2017 9:04:09 PM


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?

This is a great question.

The challenge is that HubSpot's Campaign Tool doesn't keep track of campaigns at the contact level.

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Topics: HubSpot, Workflows, crm-systems

Change Management Best Practices For your Bedrock Integration

Posted by Luke Owen on Mar 7, 2017 7:05:38 PM

Once your Bedrock integration is set up, sit back, relax, and let the automated data syncing do its job.

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Topics: Best Practices

How to Keep Record Owners in Sync Using Bedrock Data

Posted by Luke Owen on Feb 10, 2017 2:36:17 PM

Knowing who owns a lead is one of the more important bits of data that both marketing and sales teams are looking to keep in sync across sales and marketing systems.
From a marketer's perspective, this helps you build segmentation so that you can personalize your messaging and be seen as a unified group versus a siloed organization.
From a sales perspective, having your owner information shared with marketing opens up the possibility for marketing to keep you abreast of when your most valuable leads are re-engaging with your website or are converting on that new white paper download. 
In Bedrock, there are primarily two options for keeping record ownership in sync between your systems. We cover both options in this post. 
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New Connectors Launched, Updates to Marketo and adding support for Activity-Type Objects

Posted by Luke Owen on May 17, 2016 5:51:33 PM

The product team has been busy so we have a handful of updates today on some new Connectors that are now live and ready to be installed as well as updates to existing Connectors and the addition of an Activity-Type object that is now supported for some new as well as existing Connectors. 

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Topics: Product, Updates, New Features

Announcing the New Bedrock Data Dashboard - Beta Version

Posted by Luke Owen on May 9, 2016 11:54:23 AM

The long awaited Activity Dashboard has arrived and we are just getting started. The version we are launching today is our Beta Version. As with any Beta, we are looking for as much feedback as possible from you, our customers. To provide feedback, simply send our support team an email at and our product managers will be reviewing the feedback as it rolls in. 

Now that all of our V2 customers can access the Dashboard, here's a quick walkthrough of new features.

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Topics: Product, New Features

Top 3 Reasons Integrations Have Errors and How To Prevent

Posted by Luke Owen on Apr 25, 2016 8:32:35 AM

When you are integrating data across systems that have been built by completely different product teams with very different infrastructures, it’s only natural that you will run into some errors upon your first attempt to keep the data in sync. On the Bedrock Data support team we have the advantage of seeing our customer’s logs where we can assist when customers have questions about why certain records and data didn’t sync as they would expect. With this knowledge at our fingertips, we’ve compiled a list of the top reasons why data doesn’t sync and the steps to prevent these errors from creeping in to your integration. 
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Topics: Integration Errors

HubSpot Field Labels Now Recognized Instead of Values

Posted by Luke Owen on Feb 10, 2016 1:58:04 PM

We recently pushed an update to our HubSpot Connector around how we are pushing data from select-type fields. Instead of pushing the internal value, we are now pulling over the label. 

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Topics: HubSpot, product update

Sync Tutorials: What Happens When You First Turn On Your Bedrock Sync

Posted by Luke Owen on Dec 23, 2015 3:48:59 PM

Sync Tutorials are short video clips presented by our customer team where we take frequently asked questions and provide answers using our trusty whiteboard here at Bedrock Data. 

In our first Sync Tutorial we tackle one of the number one questions new customers will ask, "what is happening when I first turn on the Bedrock sync?" 

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Topics: sync tutorials

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