CRM and marketing automation integrations are how we got our start, and remain our bread and butter. These integrations are incredibly useful for any business using a CRM and also investing in a marketing automation platform.
Bedrock keeps your data in sync at all times -- here's how it will work:
Creating new records: As leads convert on your website or get entered into your marketing lead/contact database, Bedrock will automatically sync that person's data over to your CRM as a lead or contact, with a company included as well if applicable. Most Bedrock Data integrations are bi-directional, which means that if you add a new lead or contact to CRM, it will sync back to your marketing system automatically as well and either add a new record or update if an existing record.
Updating of records: While your sales reps are qualifying leads and working deals in your CRM, Bedrock will automatically sync changing data back to your marketing system from your CRM, on each sync run (typically every 5-10 minutes depending on your settings). For most systems, you can sync data from CRM leads, contacts, accounts, opportunities and other objects as well.
Marketing event systems include tradeshow/ticket systems such as Eventbrite and Cvent, webinar systems such as GoToWebinar, Webex and ReadyTalk, Form systems such as Wufoo and the many Wordpress plugins out there, and many others.
Sync, de-duplicate and update your marketing data -- here's how it works:
When someone registers for your event or completes a form submission on your website, Bedrock will sync that record over to your CRM and/or marketing system as a lead or contact, depending on the marketing system in question. We will first de-duplicate the record in question though, and if that record already exists in your CRM or marketing automation system, Bedrock will not create a duplicate lead or contact and instead attempt to update the existing record with data that has changed from this new event registration or conversion event.
It should be noted that some event systems do not support creating or updating of records in the system via their API, so in these cases, an integration will be one-way (from the event system to the CRM and/or marketing system).
We separate finance systems into two categories: Bookkeeping and Billing, the later of which is responsible for payment processing (credit card transactions), which is extremelly useful data to integrate with your CRM.
Sync new customers and transactions from your Billing system to your CRM:
If you have your billing system integrated with your product, then a person converting into a customer through your product should create a new account (and possibly a subscription) in your billing system. Bedrock will then sync this new account to your CRM and create a new Account (company) and/or Contact, as long as the new customer doesn't already exist.
You may also want to create a closed/won opportunity in your CRM as well, depending on your use case. Should the new customer (contact or account) already exist in your CRM, Bedrock will de-duplicate the new customer record, meaning that we will not create a new record and instead update the existing record in your CRM, based on your field mappings.
If a deal is closed by your sales team the CRM (i.e. closed/won opportunity) before the customer has been created as a record in the billing system, then Bedrock's integration will create a new account (and possibly subscription and invoice) in the billing system. If that account already exists in the billing system, then a new line item or subscription should be created under the existing account.Speak with an Integration Specialist >>