Customerlabs CDP Documentation

Source – Freshsales

(A ‘Source’ platform is one where data can be brought in from any platform into CustomerLabs CDP)

Freshsales is a cloud-based CRM solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include one-click phone, sales lead tracking, sales management, event tracking and more.

The CustomerLabs CDP + Freshsales integration will enable marketers to bring their Accounts, Leads, Contacts, Deals and all related data from Freshsales into Customerlabs CDP. 

Marketing teams can use incoming Freshsales data to enrich existing user profiles, create targeted segments & sync them with other marketing tools to personalize engagement using CustomerLabs CDP. 

Learn more about the popular growth tactics that marketing teams can implement using Freshsales data in CustomerLabs CDP. 

Getting Started

Codelessly connect your Freshsales account with CustomerLabs CDP by following the steps below. 

1. Login to CustomerLabs CDP and navigate to Sources

2. Choose Freshsales from the list of apps

3. You will be taken to the authentication screen

4. You will have to install the CustomerLabs CDP app before entering your Freshsales domain 
5. Login to Freshsales as an administrator in a different tab
6. Go to Admin settings in Freshsales

7. Go to integrations and click on Apps

8. Go to integrations and click on Apps

9. Do a quick search for CustomerLabs CDP & click on install
10. You will be asked to enter the CustomerLabs CDP Account ID

11. You can find the CustomerLabs CDP Account ID by clicking on your account name in CustomerLabs

12. Copy & paste CustomerLabs CDP Account ID in Freshsales

13. Click on Install to finish the app installation in Freshsales

14. Now copy your Freshsales domain ID as shown below 

15. Paste the Freshsales domain ID in CustomerLabs CDP and click Save

16. Voila! You will now be able to receive customer data from Freshsales

Workflows in CustomerLabs CDP

Setting up a workflow in CustomerLabs CDP will allow you to receive notifications about changes that happen to your Freshsales data in real-time. 

For example, you can set up a workflow that will trigger a notification to be pushed to CustomerLabs CDP every time a contact/company/deal has been updated in your Freshsales account.

Creating workflows help in filtering incoming data to suit business needs and map them to existing customer data in CustomerLabs CDP, thus achieving a unified customer view without writing any code. 

CustomerLabs CDP aggregates multiple user & account identifiers such as Email, Google Analytics Client ID, Facebook ID, Account ID etc. over a period of time by integrating with other marketing tools. 

Incoming user data from Freshsales will be mapped to existing user & account identifiers using advanced identity resolution. 

Building workflows with incoming Freshsales event data

Note: A Contact in Freshsales is referred to as a User in CustomerLabs CDP. A Sales Account, Company in Freshsales is referred to as an Account in CustomerLabs CDP.

When supported product events occur, Freshsales sends data related to contact, lead, deal, sales account, appointment and task to CustomerLabs CDP as shown below. 

Contact: 

• OnContactCreate – When a contact is created, the onContactCreate event is invoked and the registered callback method is executed.
• OnContactUpdate – When a contact is updated, the onContactUpdate event is invoked and the registered callback method is executed.

Deal:

• OnDealCreate – When a deal is created, the onDealCreate event is invoked and the registered callback method is executed.
• OnDealUpdate – When a deal is updated, the onDealUpdate event is invoked and the registered callback method is executed.

Lead:

• OnLeadCreate – When a new lead is created, the onLeadCreate event is invoked and the registered callback method is executed.
• OnLeadUpdate – When a lead property is updated, the onLeadUpdate event is invoked and the registered callback method is executed.

Sales Account:

• OnSalesAccountCreate – When a new sales account is created, the onSalesAccountCreate event is invoked and the registered callback method is executed.
• OnSalesAccountUpdate – When a sales account is updated, the onSalesAccountUpdate event is invoked and the registered callback method is executed.

Appointment:

• OnAppointmentCreate – When an appointment is created, the onAppointmentCreate event is invoked and the registered callback method is executed.
• OnAppointmentUpdate – When an appointment is updated, the onAppointmentUpdate event is invoked and the registered callback method is executed.

Task:

• OnTaskCreate – When a task is created, the onTaskCreate event is invoked and the registered callback method is executed.
• OnTaskUpdate – When a task is updated, the onTaskUpdate event is invoked and the registered callback method is executed.

Workflow #1 – How to send data to CustomerLabs CDP when a new contact is created in Freshsales

You can follow the below workflow setup to bring customer data to CustomerLabs CDP when a new contact is created in Freshsales. 

1. Give a name to your workflow and before proceeding, Create a test contact in Freshsales to get related data samples. Once you new contact is created, click on ‘Choose sample data’

2. If you experience any delays, please wait for a few minutes before trying again

3. Click on ‘view data’ to see verify the event name and other related information

4. Choose the sample that falls under your requirements by clicking on ‘Select this sample’

5. Post selecting your sample move to the next step by clicking on ‘Filter incoming data’
6. The filter screen acts as a roadblock to stop other non-related event data coming in from Freshsales & skew existing information
7. Click on ‘Create filter criteria’ to give your filter condition & hit next – this will allow only ‘onContactCreate’ event from Freshsales to enter this workflow in the future. Make sure to give the event name as it is shown in the sample data. 

8. Here’s a detailed breakdown of the event configuration screen 
9. Give a name to your incoming event. You can select a predefined event name as shown below or give a custom name based on your requirements. 

10. User Identity mapping, since all contacts have email addresses by default in Freshales, we can select Identify_by_email. If other valuable unique contact identifying information is available in your CRM, you can select from the drop down and add them. 

11. Post field selection, the value can be selected from the drop down

12. Once the user mapping is done, you can categorically map other incoming information into the following buckets

13. Below is the list of attributes that is sent to CustomerLabs CDP when a Contact is created. You can add them to relevant buckets with the help of the table below

Freshsales event Attribute	Value	CustomerLabs CDP Attribute
event	onContactCreate
contact_open_deals_amount	0
contact_first_name	Vishnu	User Traits
contact_city	null	User Traits
contact_zipcode	600018	User Traits
contact_name	Vishnu Vankayala	User Traits
contact_subscription_status	1	User Traits
contact_first_assigned_at	2020-05-16T06:39:17Z	User Traits
contact_avatar	https://img.fullcontact.com/static/94836e63afa20af20565bf6dbe9bedac_7154d8f81216d22129e0495f6c88513df774badbc6ac488b888975fbd3eb4465	User Traits
contact_last_contacted_mode	Email Incoming	User Traits
contact_state	null	User Traits
contact_lead_source_id	2000053985	User External IDs
contact_job_title	null	User Traits
contact_linkedin	https://www.linkedin.com/in/vishnuvvn	User Traits
contact_creator_id	2000005731
contact_won_deals_amount	0
contact_owner_id	2000005731
contact_contact_status_id	27798
contact_lead_quality	Hot	User Traits
contact_is_deleted	FALSE
contact_last_assigned_at	2020-05-16T06:39:17Z	User Traits
contact_country	null	User Traits
contact_medium	null	User Traits
contact_keyword	b2b-demand-gen-guide	User Traits
contact_department	marketing	User Traits
contact_id	2013829685	User External IDs
contact_territory_id	null
contact_email_status	Active	User Traits
contact_facebook	null	User Traits
contact_last_contacted	2020-05-20T04:26:59Z
contact_last_name	Vankayala	User Traits
contact_last_contacted_via_sales_activity	2020-05-20T04:26:59Z
contact_status	Active	User Traits
contact_mcr_id	null
contact_address	null	User Traits
contact_created_at	2020-05-16T05:59:10Z	User Traits
contact_do_not_disturb	FALSE
contact_import_id	null
contact_twitter	https://twitter.com/vishnuvvn	User Traits
contact_recent_note	null
contact_has_authority	FALSE
contact_merged_to	0
contact_email	[email protected]	User Traits
contact_updated_at	2020-05-20T10:58:02Z
contact_work_number	null
contact_last_contacted_via_chat	null
contact_first_contacted	2019-11-05T04:39:05Z
contact_last_contacted_sales_activity_mode	Email	User Traits
contact_lead_score	159	User Traits
contact_campaign_id	null	User External IDs
contact_last_seen	null
contact_time_zone	null	User Traits
contact_updater_id	2000072881
contact_mobile_number	9176468381	User Traits

Workflow #2 – How to send data to CustomerLabs CDP when a new account is created in Freshsales

The below steps explain how you can filter and map incoming account information from Freshsales to Customerlabs CDP

1. Give a name to your workflow and before proceeding, Create a test account in Freshsales to get related data samples. Once a new account is created, click on ‘Choose sample data.

2. If you experience any delays, please wait for a few minutes before trying again
3. Choose the sample that falls under your requirements by clicking on ‘Select this sample’

4. Proceed to the next step by clicking on ‘Filter incoming data’
5. The filter screen stops other non-related event data coming in from Freshsales & skew existing information
6. Click on ‘Create filter criteria’ to give your filter condition & hit next
7. The filter criteria here is to run this workflow only when the event name contains ‘onSalesAccountCreate’ is found. Make sure to give the event name as it is shown in the sample data. 

8. Since this event is triggered only when a new account is created, you can select the event name from the predefined list of event names – in this case, it is ‘create or update group’. Learn more about the event configuration here.

9. Since one of the attributes for the event is the account name, the account identity mapping can be set to identify_by_company

10. The value can be chosen as the company name from the drop down

11. Once the account mapping is done, you can categorically map other incoming account related information into the following buckets

12. Below is the list of attributes that is sent to CustomerLabs CDP when an Account is created. You can add them to relevant buckets with the help of the table below

Freshsales event Attribute	Value	CustomerLabs CDP Attribute
event	onSalesAccountCreate,
sales_account_id	2010147656,	Account External IDs
sales_account_city	null,	Account Traits
sales_account_name	Demo Account,	Account Traits
sales_account_phone	null,	Account Traits
sales_account_state	null,	Account Traits
sales_account_avatar	null,	Account Traits
sales_account_mcr_id	null,	Account External IDs
sales_account_status	Active,	Account Traits
sales_account_address	null,	Account Traits
sales_account_country	null,	Account Traits
sales_account_twitter	null,	Account Traits
sales_account_website	null,	Account Traits
sales_account_zipcode	null,	Account Traits
sales_account_facebook	null,	Account Traits
sales_account_linkedin	null,	Account Traits
sales_account_owner_id	2000072881,
sales_account_import_id	null,
sales_account_merged_to	0,
sales_account_created_at	2020-05-20T15:46:03Z,	Account Traits
sales_account_creator_id	2000072881,
sales_account_is_deleted	false,
sales_account_updated_at	2020-05-20T15:46:03Z,	Account Traits
sales_account_updater_id	null,
sales_account_recent_note	null,
sales_account_territory_id	null,
sales_account_annual_revenue	null,	Account Traits
sales_account_last_contacted	null,	Account Traits
sales_account_first_contacted	null,	Account Traits
sales_account_parent_owner_id	null,
sales_account_business_type_id	null,
sales_account_industry_type_id	null,
sales_account_last_assigned_at	2020-05-20T15:46:04Z,	Account Traits
sales_account_won_deals_amount	0.0,	Account Traits
sales_account_first_assigned_at	2020-05-20T15:46:04Z,	Account Traits
sales_account_open_deals_amount	0.0,
sales_account_last_contacted_mode	null,
sales_account_number_of_employees	null,
sales_account_parent_territory_id	null,
sales_account_last_contacted_via_chat	null,
sales_account_parent_sales_account_id	null,
sales_account_last_contacted_via_sales_activity	null,
sales_account_last_contacted_sales_activity_mode	null

Workflow #3 – How to send data to CustomerLabs CDP when a lead is created in Freshsales

The below steps explain how you can filter and map incoming lead information from Freshsales to Customerlabs CDP

1. Give a name to your workflow and before proceeding, Create a test lead in Freshsales to get related data samples. Once a new lead is created, click on ‘Choose sample data.

2. If you experience any delays, please wait for a few minutes before trying again
3. Choose the sample that falls under your requirements by clicking on ‘Select this sample’
4. Proceed to the next step by clicking on ‘Filter incoming data’
5. The filter screen stops other non-related event data coming in from Freshsales & skew existing information
6. Click on ‘Create filter criteria’ to give your filter condition & hit next
7. The filter criteria here is to run this workflow only when the event name contains ‘onLeadCreate’ is found. Make sure to give the event name as it is shown in the sample data. 

8. Since the predefined event name ‘create or update user’ is already set for incoming contacts, a new custom event name can be given for newly created leads. Learn more about the event configuration section here

9. Since one of the attributes for the event is lead email, the user identity mapping can be set to identify_by_email. Upto 3 different user identifiers can be added here. 

10. Since one of the attributes for the event is the account name, the account identity mapping can be set to identify_by_company

11. Once the user & account mapping is done, you can categorically map other incoming account related information into the following buckets

13. Below is the list of attributes that is sent to CustomerLabs CDP when an Account is created. You can add them to relevant buckets with the help of the table below

Freshsales event Attribute	Value	CustomerLabs CDP Attribute
event	onLeadUpdate,	Event properties
lead_id	2037680891,	User traits
lead_city	null,	User traits
lead_name	Vishnu Vankayala	User traits
lead_email	[email protected]	User traits
lead_state	null,	User traits
lead_avatar	null,	User traits
lead_medium	null,	User traits
lead_status	Active,	User traits
lead_address	null,	User traits
lead_country	United Kingdom,	User traits
lead_deal_id	null,
lead_keyword	null,
lead_twitter	null,	User traits
lead_zipcode	null,	User traits
lead_facebook	null,	User traits
lead_linkedin	null,	User traits
lead_owner_id	2000072881,
lead_deal_name	null,
lead_import_id	null,
lead_job_title	Marketer,	User traits
lead_last_name	Vakayala,	User traits
lead_last_seen	null,
lead_merged_to	0,
lead_time_zone	null,	User traits
lead_contact_id	null,
lead_created_at	2020-01-03T02:01:29Z,	User traits
lead_creator_id	2000005731,
lead_department	null,
lead_first_name	Vishnu,	User traits
lead_is_deleted	false,
lead_lead_score	16,
lead_updated_at	2020-05-04T18:03:59Z,
lead_updater_id	-1,
lead_campaign_id	null,
lead_deal_amount	null,
lead_recent_note	null,
lead_work_number	null,	Account traits
lead_company_city	Nottingham,	Account traits
lead_company_name	www.customerlabs.co,	Account traits
lead_converted_by	null,
lead_email_status	Active,
lead_is_converted	false,
lead_lead_quality	Warm,
lead_territory_id	null,
lead_company_phone	null,	Account traits
lead_company_state	null,	Account traits
lead_has_authority	false,
lead_lead_stage_id	2000025212,
lead_mobile_number	01159476666,	User traits
lead_converted_time	null,
lead_do_not_disturb	false,
lead_last_contacted	2020-05-20T18:05:44Z,
lead_lead_reason_id	null,
lead_lead_source_id	null,
lead_company_address	26 Lower Parliament Street,	Account traits
lead_company_country	United Kingdom,	Account traits
lead_company_website	www.customerlabs.co,	Account traits
lead_company_zipcode	NG1 3DA,	Account traits
lead_first_contacted	2020-05-04T18:05:23Z,
lead_deal_currency_id	null,	Account traits
lead_last_assigned_at	2020-01-03T02:01:30Z,
lead_sales_account_id	null,
lead_unqualified_from	null,
lead_first_assigned_at	2020-01-03T02:01:30Z,
lead_stage_updated_time	2020-01-03T02:01:29Z,
lead_deal_expected_close	null,
lead_last_contacted_mode	Email Opened,
lead_subscription_status	null,
lead_deal_deal_product_id	null,
lead_company_annual_revenue	null,
lead_last_contacted_via_chat	null,
lead_company_business_type_id	null,
lead_company_industry_type_id	null,
lead_deal_base_currency_amount	null,
lead_company_number_of_employees	null,
lead_last_contacted_via_sales_activity	2020-05-20T18:05:44Z,
lead_last_contacted_sales_activity_mode	Email

Destination

 

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