Course Content
Hubspot, Marketo, Salesforce Standard Integration Process
01 – Integrations Overview | 02:37
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02 – Authenticating Your Connector | 02:52
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03 – CRM Connector Field Mapping | 02:11
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04 – Form Field Mapping | 05:11
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05 – Manage Fields | 02:02
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06 – Fulfillment Actions | 05:14
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07 – How to Test and Review Logs | 03:14
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08 – Manually Sync Leads Using a Bulk Action | 05:53
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Salesforce Professional
Salesforce Integration – Standard vs. Professional | 3:00
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Salesforce Professional Overview | 32:00
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Event Dashboard ROI via Salesforce Professional | 04:22
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Lookups
CRM Lookup | 02:17
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NPI Lookup | 02:04
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Marketo
Syncing Leads and Submissions to Marketo
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