Sync CRM Data
Cloud Elements can help sync CRM data, and trigger real-time business processes across 100s of other apps.
Lead-to-Customer Real-Time Business Processes.
Integrate Marketing Automation to CRM to Messaging.
With this cloud integration use case, you can share and sync lead/contact data from marketing automation tools (Marketo) to CRM tools (Salesforce). Then trigger notifications (Slack) when contact, account or opportunity objects are changed. To do this at scale, you need to define and manage the data you care about across these apps.
Create a Slack Notification When a CRM Object is Added
Use Cloud Elements Formulas to centralize and re-use complex business logic. Cloud Elements detects changes in real-time and in a normalized manner, enabling you to act on that event in any way you choose.
INTEGRATIONS. NOT (JUST) CONNECTIONS.
Syncing data between disparate services sounds easy, but it’s not. There are several factors that you have to account for: differences in API types and protocols, how notifications happen (if they are even supported), and mostly how the data differs in size, shape, and structure.
Our team researched and learned the differences and nuances for each of the 150+ Elements that we crafted, standardizing them with uniform APIs, predictable event response structures, bulk APIs, data discovery, etc. – so you don’t have to. In fact, most endpoints don’t even offer a convenient way to generate notification events with their native API interface.
Last, you don’t have to worry about data volumes and reliability impacts due to high traffic use cases. We are fully scalable and we don’t store data – so everything runs in real time, nice and fast, 24×7, 365.
How Cloud Elements Can Help: Sync CRM Data
Use Cloud Elements to detect changes in real-time, in a normalized manner and then act on that event detection in many different ways. Beyond normalized events, Cloud Elements’ Virtual Data Resources (VDRs), URL structures, and querying power a reusable approach to building integration tools for business users.