Your integration process starts by first selecting from our library of connectors including HubSpot, Marketo, Pardot, ConnectWise, Salesforce, Microsoft Dynamics, NetSuite, SugarCRM, Zoho CRM, Pipedrive, Infusionsoft, Cvent and more.
When connecting your systems, you will connect objects between 2+ systems, and map specific fields, including custom fields. You also have the option to leverage object relationships e.g. to pull data from an account to a contact record, which opens up data flexibility for you.
Data records are paired across systems using unique identifiers for each object type. Using system of record controls on a per field basis, you ensure that you have a common view of records across all of your connected systems – no longer do you need to wonder which system has the most up-to-date data.
As new data comes into any connected system, it gets paired using the unique identifier. Unlike native connectors that tend to sync in only one direction, this de-duplication and pairing process works in all directions, keeping your data de-duplicated & clean.