Salesforce

Hubspot

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Salesforce Integration

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Setting Up Salesforce Integration

  1. Find Salesforce in Integrations: Within Structured’s “Integrations” section, select Salesforce.
  2. Authenticate: Click “Connect to Salesforce” and sign in to your Salesforce account. This process may involve OAuth authentication, seamlessly integrating without needing to manually enter API keys.
  3. Select Objects to Sync: Choose Salesforce objects (e.g., Leads, Opportunities) for synchronization. You might also need to define the fields within each object.
  4. Sync Configuration: Set up your sync frequency and data filtering criteria.

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Access Control

  • Salesforce authentication typically requires admin permissions to grant API access.
  • Determine who in Structured has access to Salesforce data, aligning with your organizational data governance policies.

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HubSpot Integration

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Setting Up HubSpot Integration

  1. Integration Selection: In Structured, go to “Integrations” and choose “HubSpot.”
  2. Authentication: Click “Connect to HubSpot” and authenticate via the HubSpot login portal. OAuth will facilitate a secure connection.
  3. Pick Data for Sync: Select which data (Contacts, Deals, etc.) you wish to sync. HubSpot allows detailed selection of properties within each object.
  4. Sync Settings: Define how often the data should update and apply any necessary filters.

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Access Control

  • Admin rights in HubSpot are required to approve API integrations.
  • Inside Structured, specify the roles or individuals that can access or manipulate the HubSpot data.

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Outreach Integration

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Setting Up Outreach Integration

  1. Navigate to Integrations: In Structured, access the “Integrations” section and select “Outreach.”
  2. Authenticate: Click “Connect to Outreach.” You’ll be redirected to an Outreach login page. Enter your Outreach credentials to authenticate.
  3. API Key: Upon successful login, you may be prompted to provide an API key. This can be generated in your Outreach platform under Settings > Developer Settings.
  4. Select Data to Sync: Choose which data entities (e.g., sequences, prospects) you want to import into Structured. This is usually presented as a checklist.
  5. Configure Sync Settings: Decide on the frequency of synchronization and any specific data filters.

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Access Control

  • User Permissions: Ensure you have admin or equivalent permissions in Outreach for API access.
  • Structured Permissions: Assign who in Structured can view or edit the synced Outreach data.
Data StoreCommunication