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

To purchase a connector from the exhibitor portal, follow the steps below:

• Navigate to ‘Orders > New Order’ and scroll down to ‘Connectors’.

Open

• Add the desired connector to the cart and proceed to checkout.

• Click ‘Place Your Order’.

Open

• Your order is now complete!

• Navigate to ‘My Services’ to view the newly added connector.

Configuring the Connectors

Shortcuts:

HubSpot

Marketo

Salesforce

Microsoft Dynamics

HubSpot

Connecting your HubSpot Account

• From the ‘My Services' page, click on ‘Details’ of the HubSpot connector.

• Click ‘Add Account’.

• Sign in to your HubSpot account.

• Choose your account and click ‘Choose Account'.

• Agree to the terms and click the check mark button.

Mapping Fields

• Click ‘Field Mapping’ to map Captello fields to HubSpot fields.

• 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.

• To add a new field mapping, click one of the plus buttons, select Captello and HubSpot fields and click ‘Save’.

Update Existing Toggle

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 display successful leads along with their success status, and in cases where a lead fails to sync, it will highlight the error that caused the failure.

Disconnecting your HubSpot Account

To disconnect your HubSpot account, click the ‘Revoke' button, then confirm the disconnection on the
pop-up prompt.

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).

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

Mapping Fields

To map Captello fields to Marketo fields, click on ‘Field Mapping’.

• Click on the drop-down on both sides to select Captello fields and equivalent Marketo fields.

• To add a new field mapping, click one of the plus buttons, select Captello and Marketo fields and click ‘Save’.

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.

Connecting your Marketo Account

To disconnect your Marketo account, click the ‘Revoke’ button, then click ‘Yes’ on the pop-up prompt.

Salesforce

Connecting your Salesforce Account

• Click ‘Add Account’.

• Sign in to your Salesforce account.

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.

• 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.

• To add a new field mapping, click one of the plus buttons, select Captello and Salesforce fields and click ‘Save’.

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.

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'.

If duplicate check is ‘No duplicate check’, it will not check for duplicates at all, and will create records regardless (given you have set up the next action to create the record).

When a duplicate action is chosen, another setting appears, ‘Check duplicates by’.

This allows you to choose between the following:

• 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.

• When creating a lead/contact is selected, the following settings will appear:

Use SFDC Auto Assignment Rules: When enabled, Salesforce auto assignment rules will be used to assign the owner of the record on Salesforce.

Default Owner ID: Used to assign leads to a specific owner when auto assignment rules are not used.

• When creating a contact is selected, the following setting will appear:

Account action: Allows you to choose what happens to the contact in relation to the account when syncing a contact. The following options are available:

• 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

The campaign action allows you to add leads/contacts to campaigns. The following options are available:

• Add to Campaign (no action if existing): adds the record to the campaign and does not take an action if the record is already in the campaign.

• Add to Campaign (or update status): Add to campaign, and update the status if the record already exists in the campaign.

Campaign ID: Enter the campaign ID of the campaign you desire to add the record to.

Status: Enter the desired campaign status.

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.

Disconnecting your Salesforce Account

To disconnect your account, click the ‘Revoke’ button, then click ‘Yes’ on the pop-up prompt.

Microsoft Dynamics

Connecting your Microsoft Dynamics Account

Enter your Client ID, Client secret, Tenant ID and Server URL.

For information on how to acquire these credentials, refer to the video below:

Integrations - Microsoft Dynamics CRM Authentication

Once your account is connected, you can go ahead and set up field mapping and sync settings.

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.

• To map fields, use the drop-downs to select fields form Captello and Microsoft Dynamics.

• To add a new field mapping, click one of the plus buttons, select Captello and Microsoft Dynamics fields and click ‘Save’.

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.

Duplicate Check

Duplicate check allows you to select between not checking duplicates or checking contact duplicates.

If ‘No duplicate check’ is selected, a record will be created regardless of duplicates (given that the next action is to create a contact record).

Check duplicates by: allows you to check duplicates either by email only, or by ‘email or name’.

• Email only: Checks duplicates using only email.

• Email or Name: Checks duplicates by emails first and then by names.

Duplicate action: allows you to select what happens when duplicates are found (including if multiple duplicates are found). The available options are:

• 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.

Account action: lets you choose what action is taken in relation to accounts when a contact is synced. The available options are:

• 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.

It will display successful leads along with their success status, and in cases where a lead fails to sync, it will highlight the error that caused the failure.

Disconnecting your Microsoft Dynamics Account

To disconnect your account, click the ‘Revoke’ button, then click ‘Yes’ on the pop-up prompt.