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Overview
The exhibitor portal can give exhibitors the option to integrate their HubSpot, Marketo, Salesforce or Microsoft Dynamics account to sync prospects from their capture forms.
This guide walks through purchasing connectors and setting them up to sync captured prospects.
Purchasing a Connector
For the connectors to be available, they have to be made available by the event organizer.
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Add the desired connector to the card cart and proceed to checkout.
Click ‘Place Your Order’.
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Navigate to ‘My Services’ to view the newly added connector.
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Configuring the Connectors
HubSpot
Connecting your HubSpot Account
From the ‘My Services' page, click on ‘Details’ of the HubSpot connector.
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Your HubSpot account is now connected! Your form will now sync all submitted prospects to HubSpot. |
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Mapping Fields
Click ‘Field Mapping’ to map Captello fields to HubSpot fields.
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| Info |
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Note that only standard contact fields and metadata fields are available for mapping. |
Update Existing Toggle
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The 'Update Existing' toggle allows syncing prospects that already exist in your HubSpot account, updating the records. If this toggle is turned off, existing prospects will not be synced.
Logs
To view your sync logs, click on the ‘Logs’ button.
It will show display successful leads along with a their success status, and if in cases where a lead fails to sync, it will show highlight the error that caused it to failthe failure.
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Disconnecting your HubSpot Account
To disconnect your HubSpot account, click the ‘Revoke'button, then confirm the disconnection on the
pop-up prompt.
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Marketo
Connecting your Marketo Account
Enter your Client ID and Client secret (from a custom launch point), and your Identity URL & REST endpoint URL (from Integration > Web Services > REST API).
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Your account is now connected and your form will start sending captured prospects to Marketo. |
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Update Records Toggle
The 'Update Records' toggle allows you to update records if you already exists in Marketo.
Syncing to Marketo Campaigns
To sync to a Marketo campaign, enter the campaign ID in the ‘Campaign ID’ textbox
To sync to a Marketo campaign, it must:
Be a trigger campaign (which also means it cannot be executable).
Has the trigger ‘Campaign Requested’.
Be activated.
Mapping Fields
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Note that only standard contact fields and metadata fields are available for mapping. |
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To add a new field mapping, click one of the plus buttons, select Captello and HubSpot fields and click ‘Save’.
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Logs
To view your sync logs, click on the ‘Logs’ button.
It will show successful leads with a success status, and if a lead fails to sync, it will show the error that caused it to fail.
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Disconnecting your Marketo Account
To disconnect your Marketo account, click the ‘Revoke’ button, then click ‘Yes’ on the pop-up prompt.
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Salesforce
Connecting your Salesforce Account
Click ‘Add Account’.
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Sign in to your Salesforce account.
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Login with a user that has access to:
The lead object, with read and write access to all the fields that you are syncing to.
The contact object, with read and write access to all the fields that you are syncing to.
All the campaigns that you desire to add leads/contacts to
Account object with read and write access to all the fields that you are going to sync to.
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Field Mapping
The connector gives you the option to map lead fields, contact fields and account fields. To map any of the objects, click the corresponding mapping button.
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To map more fields, click the plus button, select the fields and click ‘Save’.
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Sync Settings
Sync settings allow you to choose what happens when you sync a record from Captello, for example you can sync it as a lead or as a contact, you can send them to a campaign, you also choose what to do in case of duplicates.
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Duplicate Check
Duplicate check: allows you to select to duplicate check leads, contacts, or both (if both, you must select a sequence, either 'Leads then Contacts' or 'Contacts then Leads'.
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Email only: Checks duplicates using only email.
Email or Name: Checks duplicates by emails first and then by names.
Duplicate Action
The duplicate action lets you choose what happens when you a duplicates are found. You can select one of the following options that apply when multiple duplicates are found.
Update most recently created record
Update most recently updated record
Update least recently created record
Update least recently updated record
Create Record Action
Allows you to choose between creating a lead, a contact, or not creating a record at all.
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Assign to most recently created account (if existing).
Assign to most recently updated account (if existing).
Assign to least recently updated account (if existing).
Assign to least recently created account (if existing).
Always create a new account.
Campaign Action
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The campaign action allows you to add leads/contacts to campaigns. The following options are available:
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Your Salesforce account is now configured, and submitted prospects will start getting synced to your Salesforce account. |
Logs
To view your sync logs, click on the ‘Logs’ button.
It will show successful leads with a success status, and if a lead fails to sync, it will show the error that caused it to fail.
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Disconnecting your Salesforce Account
To disconnect your account, click the ‘Revoke’ button, then click ‘Yes’ on the pop-up prompt.
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Microsoft Dynamics
Connecting your Microsoft Dynamics Account
Enter your Client ID, Client secret, Tenant ID and Server URL.
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Once your account is connected, you can go ahead and set up field mapping and sync settings.
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Field Mapping
The connector gives you the options to map both contact and account fields, to map fields, click on the corresponding field mapping button.
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To map more fields, click the plus button, select the fields and click ‘Save’.
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Sync Settings
Sync settings allow you to choose what happens when a record is submitted, such as what happens if a duplicate is found, and what to do about accounts.
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Duplicate Check
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Duplicate check allows you to select between not checking duplicates or checking contact duplicates.
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Update most recently created record
Update most recently updated record
Update least recently created record
Update least recently updated record
Create Record Action and Account Action
Create record action: allows you to choose between creating a contact and not creating a record.
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Assign to most recently created account (if existing).
Assign to most recently updated account (if existing).
Assign to least recently updated account (if existing).
Assign to least recently created account (if existing).
Always create a new account.
Logs
To view your sync logs, click on the ‘Logs’ button.
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It will show display successful leads along with a their success status, and if in cases where a lead fails to sync, it will show highlight the error that caused it to failthe failure.
Disconnecting your Microsoft Dynamics Account
To disconnect your account, click the ‘Revoke’ button, then click ‘Yes’ on the pop-up prompt.
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