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Configuring the Connectors
Shortcuts:
HubSpot
Connecting your HubSpot Account
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Click ‘Field Mapping’ to map Captello fields to HubSpot fields.
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To map fields, click on the drop-down on the Captello side to select the Captello field, and on the drop-down on the HubSpot side to select the equivalent HubSpot field.
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Note: Capture Form fields show with the tag [Event Element]. Event and submission metadata can be found with the tags [Event] and [Submission]. |
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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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Note that only standard contact fields and metadata fields are available for mapping. |
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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.
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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. |
By default, all contact fields are mapped. You can further map submission metadata, such as ‘Captured by’ to sync the name of the user who captured the lead.
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To map Captello fields to Marketo fields, click on ‘Field Mapping’.
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Click on the drop-down on both sides to select Captello fields and equivalent Marketo fields.
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Note: Capture Form fields show with the tag [Event Element]. Event and submission metadata can be found with the tags [Event] and [Submission]. |
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To add a new field mapping, click one of the plus buttons, select Captello and HubSpot Marketo fields and click ‘Save’.
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Logs
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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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Connecting your Marketo Account
To disconnect your Marketo account, click the ‘Revoke’ button, then click ‘Yes’ on the pop-up prompt.
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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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Mapping Fields
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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To map fields, click on the drop-down on the Captello side to select the Captello field, and on the drop-down on the Salesforce side to select the equivalent Salesforce field.
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Note: Capture Form fields show with the tag [Event Element]. Event and submission metadata can be found with the tags [Event] and [Submission]. |
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To add a new field mapping, click one of the plus buttons, select Captello and Salesforce 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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Once your account is connected, you can go ahead and set up field mapping and sync settings.
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Mapping Fields
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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To map fields, use the drop-downs to select fields form Captello and Microsoft Dynamics.
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Note: Capture Form fields show with the tag [Event Element]. Event and submission metadata can be found with the tags [Event] and [Submission]. |
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To add a new field mapping, click one of the plus buttons, select Captello and Microsoft Dynamics 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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