Integration Technical Details

In this article, find the technical details of the following integrations:

Salesforce

Permissions

Salesforce Objects Required: Contact, Lead, Campaign Member, Campaign, Account

Optional Salesforce Objects: Opportunity (If you’d like us to trigger based on Opportunity data or update Opportunity data) 

Object Permissions:

Object

Read

Update

Create

Lead

   

Account

   

Contact

   

Opportunity

   

Campaign

Campaign Member

Task

Other Permissions:

  • Access Activities
  • API Enabled
  • Marketing User (On User Level to be able to create Campaigns)

Salesforce functions used:

Contact: 

find(id)
find_by_email(email)
fetch
Describe

query(query_statement)
find_picklist

to find user by id against contact
to find any Salesforce user against email
to find all the users in Contact
to get Field Name instead of API Names to show more user friendly name to Sendoso user 

to run a custom query
to get all the possible values of any column 

Lead: 

find(id)
find_by_email(email)
fetch
describe


query(query_statement)
find_picklist 

to find user by id against lead
to find any Salesforce user against email
to find all the users in Contact
to get Field Name instead of API Names to show more user friendly name to Sendoso user

to hit the custom query
to get all the possible values of any column 

Opportunity:

find(id)
find_by_email(email)
fetch
describe


query(query_statement)
find_picklist 

to find user by id against opportunity
to find any Salesforce user against their email
to find all the users in Opportunity
to get Field Name instead of API Names to show more user-friendly name to Sendoso user

to hit the custom query
to get all the possible values of any column 

Account:

find(id)
find_by_email(email)
fetch
describe


query(query_statement)
find_picklist 

to find user by id against opportunity
to find any Salesforce user against their email
to find all the users in Opportunity
to get Field Name instead of API Names to show more user friendly name to Sendoso user

to hit the custom query
to get all the possible values of any column 

Campaign:

find(id)
fetch_campaigns
update_status(id, status = 'Planned')

to find campaign by ID
to find all campaigns
to update the status of campaigns in Salesforce 

Campaign Members:

find(id)
fetch_campaigns
update_status(id, status = 'Planned')
campaign_members(campaign_id)
find_member_id_in_lead
(campaign_id, member_id)

find_member_id_in_contact
(campaign_id, member_id)

add_contact_to_campaign
(campaign_id, contact_id)

add_lead_to_campaign
(campaign_id, contact_id)

describe

to find campaign by ID
to find all campaigns
to update the status of campaigns in Salesforce
to get all the members in a campaign
find specific member in the Lead Object


find specific member in the Contact Object


add Contact member in a campaign


add Lead member in a campaign


to get Field Name instead of API Names to show more user friendly name to Sendoso user 

 

Other:

Revoke (account)

Initialize (account)

to delete access to Salesforce

a popup appears for user to authenticate using Salesforce credentials and allows Sendoso to save access_token and refresh_token for authentication

 

Field Definitions

Salesforce fields (required): 

Contact: Name, Email, MailingAddress, Phone, OwnerID (Delivering Email Notifications to Contact Owner)

Lead: Name, Email, MailingAddress, Phone, OwnerID (Delivering Email Notifications to Lead Owner)

Account: Name (Company Name), OwnerId (Delivering Email Notifications to Account Owner)

Campaign: All (We can create campaigns from Sendoso, which requires full access)

Campaign Member: All

Salesforce fields we read from (required): 

Contact

SFDC Field

Description

Sendoso Usage

Name

Name of contact

Mailing Name

Email

Email address of contact

Email of recipient

MailingAddress

Address for contact

Mailing address for recipient

Phone

Phone number of contact

Phone number of recipient

OwnerID

Contact Owner

To notify contact owner of deliveries in automated sends.

Lead

SFDC Field

Description

Sendoso Usage

Name

Name of contact

Mailing Name

Email

Email address of contact

Email of recipient

MailingAddress

Address for contact

Mailing address for recipient

Phone

Phone number of contact

Phone number of recipient

OwnerID

Lead Owner

To notify lead owner of deliveries in automated sends.

Account

SFDC Field

Description

Sendoso Usage

Name

Name of contact

Mailing Name

OwnerID

Account Owner

To notify account owner of deliveries in automated sends.

 

Custom Writeback Fields (optional): 

Note: None of these fields are required, and (most) would need custom fields created in Salesforce to map to. 

 

Sendoso Field

Description

Salesforce Recommended Field

Total $ Spent on Recipient

Total cost of Sends in Sendoso

Contact.Sendoso Spend

Total $ Spent on Campaign

Total spent on a campaign in Sendoso

Campaign.Actual Cost in Campaign

Sender Name

Name of person who executed send in Sendoso

Campaign Member.Sendoso Sender

Sender Team

Name of team person who sent belongs to

Campaign Member.Sendoso Team

 

Marketo

Sendoso requires an API only user with access to ALL API permissions, specifically Read-Only Asset  and Read-Write Person. To create an API only user, see this Marketo guide

API Access

Sendoso's integration also needs access to the below APIs

  • Approve Assets
  • Execute Campaign
  • Read-Only Activity
  • Read-Only Activity Metadata
  • Read-Only Assets
  • Read-Only Campaign
  • Read-Only Company
  • Read-Only Custom Object
  • Read-Only Person
  • Read-Only Named Account
  • Read-Only Opportunity
  • Read-Only Sales Person
  • Read-Write Activity
  • Read-Write Activity Metadata
  • Read-Write Assets
  • Read-Write Campaign
  • Read-Write Company
  • Read-Write Custom Object
  • Read-Write Person
  • Read-Write Named Account
  • Read-Write Opportunity
  • Read-Write Sales Person

Fields

Lead

Marketo Field

Description

Sendoso Usage

Name

Name of contact

Mailing Name

Email

Email address of contact

Email of recipient

CompanyName Company Name for Contact Company name for recipient

Phone

Phone number of contact

Phone number of recipient

LeadId

ID for the contact

Verifying the lead in Marketo

Street Address

Address for contact

Mailing address for recipient

City

City for contact

Mailing city for recipient

State

State for contact

Mailing state for recipient

Zip

Postal Code for contact

Mailing postal code for recipient

Country

Country for contact

Mailing country for recipient

 

Hubspot

When setting up the Hubspot Sendoso extension, you will be prompted to give Sendoso access to OAuth, Timeline events, and Contacts. To avoid issues, please make sure that any account that you use to connect Sendoso to Hubspot has access to:

  • Object Access: Edit
  • CRM Tools:
    • Workflow: Edit
  • Marketing Access
  • Reports
    • Reports Access: True
    • Dashboard Reports & Analytics: Edit
    • Marketing Reports: True

Fields

Contact

Hubspot Field

Description

Sendoso Usage

First Name

First Name of contact

Mailing Name

Last Name

Last Name of contact

Mailing Last Name

Email

Email address of contact

Email of recipient

Street Address

Address for contact

Mailing address for recipient

City

City for contact

Mailing city for recipient

State

State for contact

Mailing state for recipient

Zip

Postal Code for contact

Mailing postal code for recipient

Country

Country for contact

Mailing country for recipient

Phone

Phone number of contact

Phone number of recipient

CompanyName

Company name of contact 

Company name for recipient

 

Eloqua

Permissions

Using Eloqua requires the installation of the Sendoso AppCloud app, which can be found here. The app should setup all necessary permissions for using Eloqua and Sendoso together.

Fields

Contact

Eloqua Field

Description

Sendoso Usage

First Name

First Name of contact

Mailing Name

Last Name

Last Name of contact

Mailing Last Name

Email

Email address of contact

Email of recipient

Street Address

Address for contact

Mailing address for recipient

City

City for contact

Mailing city for recipient

State

State for contact

Mailing state for recipient

Zip

Postal Code for contact

Mailing postal code for recipient

Country

Country for contact

Mailing country for recipient

Phone

Phone number of contact

Phone number of recipient

CompanyName

Company name of contact 

Company name for recipient

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.