In modern technology, there is a clear need to reuse objects and let the user configure each object once and repeatedly use it over and over again.
This is the basic assumption of the “Connection” configuration in Totango Customer Data Hub.
Connection to a data source is usually done by Ops or Data teams, and the main idea is that it will be configured once and you can reuse the same connection for several integrations.
Important note, the CRM integration family is a closed system, therefore, the data source connectors which are created can be re-used for only CRM integrations and not for other integration families.
Topics covered in this article:
- Creating CRM Connections
- Configuring Salesforce Connection
- Configuring MS Dynamics Connection
- Configuring HubSpot Connection
Creating CRM Connections
Go to your Totango instance and click on Global Settings > Data Management > Customer Data Hub > find the CRM source you wish to upload data from by searching or filtering connectors.
(note: you will need Totango admin privileges).
- Create a new connection (or review your existing connections)
Configuring Salesforce Connection
Configuring MS Dynamics Connection
Configuring HubSpot Connection