All that leaves then, is third-party integration with external systems.
Posted: Mon Dec 23, 2024 4:51 am
Ideally, your Salesforce marketing automation software and CRM will be unified from the start, if your implementation has been done properly.
For this, you have three options:
1. Manual data export/import
Any task with the word ‘manual’ in the title is an instant no from us, but depending on your circumstances, it might be necessary to go this route.
Firstly, as the name suggests, it involves exporting a csv. file bulgaria phone code of your data from the third-party system. Naturally, this comes with risks, including data corruption and potentially breaching GDPR compliance. Always make sure you’re managing data exports with due diligence and that teams are trained in data compliance measures.
Next, you’ll be pleased to know that Marketing Cloud Engagement comes with an FTP Site that allows you to drop files and automate the import of your data into Marketing Cloud, according to the settings you put in place.
This method takes a fair bit of setup time and resource but can go someway to unifying your customer data in Marketing Cloud with limited manual handling.
2. Building API integrations
An API integration is simply connecting two or more platforms together, via their APIs, in order for them to exchange data. You can have a one-way integration whereby data flows from one system to another, or two-way integration where the two systems send and receive data.
Marketing Cloud Engagement has a comprehensive set of APIs that
For this, you have three options:
1. Manual data export/import
Any task with the word ‘manual’ in the title is an instant no from us, but depending on your circumstances, it might be necessary to go this route.
Firstly, as the name suggests, it involves exporting a csv. file bulgaria phone code of your data from the third-party system. Naturally, this comes with risks, including data corruption and potentially breaching GDPR compliance. Always make sure you’re managing data exports with due diligence and that teams are trained in data compliance measures.
Next, you’ll be pleased to know that Marketing Cloud Engagement comes with an FTP Site that allows you to drop files and automate the import of your data into Marketing Cloud, according to the settings you put in place.
This method takes a fair bit of setup time and resource but can go someway to unifying your customer data in Marketing Cloud with limited manual handling.
2. Building API integrations
An API integration is simply connecting two or more platforms together, via their APIs, in order for them to exchange data. You can have a one-way integration whereby data flows from one system to another, or two-way integration where the two systems send and receive data.
Marketing Cloud Engagement has a comprehensive set of APIs that