1. Sendoso
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Integration Technical Details

  • Updated

In this article, find the permissions, functions, fields and API access information for our most popular integrations.

Salesforce

Permissions

Salesforce Objects Required: Contact, Lead, Campaign Member, Campaign, Account

Optional Salesforce Objects: Opportunity (If you’d like us to trigger based on Opportunity data or update Opportunity data) 

Object Permissions:

Object Read Update Create
Lead ☑ ☑  
Account ☑    
Contact ☑ ☑  
Opportunity ☑    
Campaign ☑ ☑ ☑
Campaign Member ☑ ☑ ☑
Task ☑ ☑ ☑

Other Permissions:

  • Access Activities
  • API Enabled
  • Marketing User (On User Level to be able to create Campaigns)
  • Approve Uninstalled Connected Apps (located within System Permissions of the Permission Set)

Salesforce functions used:

Contact: 

find(id)
find_by_email(email)
fetch
Describe

 

query(query_statement) 
find_picklist

to find user by id against contact
to find any Salesforce user against email
to find all the users in Contact
to get Field Name instead of API Names to show more user friendly name to Sendoso user 

to run a custom query 
to get all the possible values of any column 

Lead: 

find(id)
find_by_email(email)
fetch
describe


query(query_statement)
find_picklist  		to find user by id against lead
to find any Salesforce user against email
to find all the users in Contact
to get Field Name instead of API Names to show more user friendly name to Sendoso user 

to hit the custom query
to get all the possible values of any column 

Opportunity: 

 

find(id)
find_by_email(email)
fetch
describe


query(query_statement)
find_picklist  		to find user by id against opportunity
to find any Salesforce user against their email
to find all the users in Opportunity
to get Field Name instead of API Names to show more user-friendly name to Sendoso user 

to hit the custom query
to get all the possible values of any column 

Account: 

 

find(id)
find_by_email(email)
fetch
describe


query(query_statement)
find_picklist  		to find user by id against opportunity
to find any Salesforce user against their email
to find all the users in Opportunity
to get Field Name instead of API Names to show more user friendly name to Sendoso user 

to hit the custom query
to get all the possible values of any column 

Campaign: 

 

find(id)
fetch_campaigns
update_status(id, status = 'Planned') 		to find campaign by ID
to find all campaigns
to update the status of campaigns in Salesforce 

Campaign Members: 

 

find(id)
fetch_campaigns
update_status(id, status = 'Planned')
campaign_members(campaign_id)
find_member_id_in_lead
(campaign_id, member_id)

find_member_id_in_contact
(campaign_id, member_id)

add_contact_to_campaign
(campaign_id, contact_id)

add_lead_to_campaign
(campaign_id, contact_id)

describe 		to find campaign by ID
to find all campaigns
to update the status of campaigns in Salesforce 
to get all the members in a campaign
find specific member in the Lead Object


find specific member in the Contact Object


add Contact member in a campaign


add Lead member in a campaign


to get Field Name instead of API Names to show more user friendly name to Sendoso user 

 

Other:

 

Revoke (account)

Initialize (account) 		to delete access to Salesforce

a popup appears for user to authenticate using Salesforce credentials and allows Sendoso to save access_token and refresh_token for authentication

 

Field Definitions

Salesforce fields (required): 

Contact: Name, Email, MailingAddress, Phone, OwnerID (Delivering Email Notifications to Contact Owner)

Lead: Name, Email, MailingAddress, Phone, OwnerID (Delivering Email Notifications to Lead Owner)

Account: Name (Company Name), OwnerId (Delivering Email Notifications to Account Owner)

Campaign: All (We can create campaigns from Sendoso, which requires full access)

Campaign Member: All

Salesforce fields we read from (required): 

Contact

SFDC Field Description Sendoso Usage
Name Name of contact Mailing Name
Email Email address of contact Email of recipient
MailingAddress Address for contact Mailing address for recipient
Phone Phone number of contact Phone number of recipient
OwnerID Contact Owner To notify contact owner of deliveries in automated sends.

Lead

SFDC Field Description Sendoso Usage
Name Name of contact Mailing Name
Email Email address of contact Email of recipient
MailingAddress Address for contact Mailing address for recipient
Phone Phone number of contact Phone number of recipient
OwnerID Lead Owner To notify lead owner of deliveries in automated sends.

Account

SFDC Field Description Sendoso Usage
Name Name of contact Mailing Name
OwnerID Account Owner To notify account owner of deliveries in automated sends.

 

Custom Writeback Fields (optional): 

Note: None of these fields are required, and (most) would need custom fields created in Salesforce to map to. 

Sendoso Field Description Salesforce Recommended Field
Total $ Spent on Recipient Total cost of Sends in Sendoso Contact.Sendoso Spend
Total $ Spent on Campaign Total spent on a campaign in Sendoso Campaign.Actual Cost in Campaign
Sender Name Name of person who executed send in Sendoso Campaign Member.Sendoso Sender
Sender Team Name of team person who sent belongs to Campaign Member.Sendoso Team

IPs our SFDC integration uses:

  • 44.242.111.209
  • 34.215.20.214
  • 44.225.245.34

Marketo

Sendoso requires an API only user with access to ALL API permissions, specifically Read-Only Asset  and Read-Write Person. To create an API only user, see this Marketo guide. 

API Access

Sendoso's integration also needs access to the below APIs

  • Approve Assets
  • Execute Campaign
  • Read-Only Activity
  • Read-Only Activity Metadata
  • Read-Only Assets
  • Read-Only Campaign
  • Read-Only Company
  • Read-Only Custom Object
  • Read-Only Person
  • Read-Only Named Account
  • Read-Only Opportunity
  • Read-Only Sales Person
  • Read-Write Activity
  • Read-Write Activity Metadata
  • Read-Write Assets
  • Read-Write Campaign
  • Read-Write Company
  • Read-Write Custom Object
  • Read-Write Person
  • Read-Write Named Account
  • Read-Write Opportunity
  • Read-Write Sales Person

Fields

Lead

Marketo Field Description Sendoso Usage
Name Name of contact Mailing Name
Email Email address of contact Email of recipient
CompanyName Company Name for Contact Company name for recipient
Phone Phone number of contact Phone number of recipient
LeadId ID for the contact Verifying the lead in Marketo
Street Address Address for contact Mailing address for recipient
City City for contact Mailing city for recipient
State State for contact Mailing state for recipient
Zip Postal Code for contact Mailing postal code for recipient
Country Country for contact Mailing country for recipient

HubSpot

When setting up the HubSpot Sendoso extension, you will be prompted to give Sendoso access to OAuth, Timeline events, and Contacts. To avoid issues, please make sure that any account that you use to connect Sendoso to HubSpot has access to:

  • Object Access: Edit
  • CRM Tools:
    • Workflow: Edit
  • Marketing Access
  • Reports
    • Reports Access: True
    • Dashboard Reports & Analytics: Edit
    • Marketing Reports: True

Fields

Contact

HubSpot Field Description Sendoso Usage
First Name First Name of contact Mailing Name
Last Name Last Name of contact Mailing Last Name
Email Email address of contact Email of recipient
Street Address Address for contact Mailing address for recipient
City City for contact Mailing city for recipient
State State for contact Mailing state for recipient
Zip Postal Code for contact Mailing postal code for recipient
Country Country for contact Mailing country for recipient
Phone Phone number of contact Phone number of recipient
CompanyName Company name of contact  Company name for recipient

Eloqua

Permissions

Using Eloqua requires the installation of the Sendoso AppCloud app, which can be found here. The app should setup all necessary permissions for using Eloqua and Sendoso together.

Fields

Contact

Eloqua Field Description Sendoso Usage
First Name First Name of contact Mailing Name
Last Name Last Name of contact Mailing Last Name
Email Email address of contact Email of recipient
Street Address Address for contact Mailing address for recipient
City City for contact Mailing city for recipient
State State for contact Mailing state for recipient
Zip Postal Code for contact Mailing postal code for recipient
Country Country for contact Mailing country for recipient
Phone Phone number of contact Phone number of recipient
CompanyName Company name of contact  Company name for recipient

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