1. Scoping your Integration

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It's great to have you here.  Now, let's get down to business.

Here's our standard scoping template.  This contains all information you'll need before starting your integration.

Connected Systems

What systems would you like us to connect?
<Intercom, Salesforce>

System Authentication

Do you have credentials to log into the program you wish to integrate with?
<Intercom, Salesforce>

Data Mapping

What data from System A would you like to send to System B?
<This is the core of your integration. We will use this information to pass all appropriate data.>

System A (eg. Intercom) System B (eg. Salesforce)
Intercom.user.first_name Salesforce.lead.first_name
Intercom.user.last_name Salesforce.lead.last_name
Intercom.user.email_address Salesforce.lead.email

Field Creation

Do all fields you listed in 'Data Mapping' exist in the appropriate program?  This depends on your use-case, but most cases involve passing data between programs.  If the field doesn't exist in your target program, we can't pass data to it.

Workflow Frequency

How often would you like this workflow to run?
<As often as possible, One time per week, etc.>

Data Throughput

What is the approximate volume of data you intend to send through our system?
<900,000 Salesforce leads> 
*Note: if this number is sufficiently large, you may run into certain API limitations.  Contact us if you encounter this and we'll help you solution.

>>>  Next: Integration Strategy >>>

Last updated 12th April 2017

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