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What is a Source in CustomerLabs CDP?

When a platform is connected as a Source, you will be able to bring all the event data from that particular platform through webhooks to CustomerLabs CDP. This will enable you to enrich existing user profiles and create a unified view of the customer in one place. 

Marketing teams can quickly connect a Source platform to CustomerLabs CDP without writing a single line of code. 

Currently CustomerLabs CDP supports integrations with server-side and cloud app sources. View platforms that you can connect with CustomerLabs CDP here

Getting Started

Sources is currently accessible to all users of the platform. See how you can access Sources from your CustomerLabs CDP home screen below, 

The Sources dashboard, gives a complete overview of the number of sources connected, their status and the ability to access their setup. 

To connect a new source, Click on Connect Source on the top right corner. This will open up the list of sources that CustomerLabs CDP currently offers. 

You can also connect a custom source that supports webhooks by selecting Custom Source. 

In case you need a new source to connect to CustomerLabs CDP, just let us know. Happy to prioritize and release a new integration for your business. 

Once a Source platform is selected, you will be taken to the authentication screen. Once the authentication process is complete CustomerLabs CDP will be able to receive incoming customer data from your Source platform. The authentication process differs for each app. Click below to learn more about the authentication process of popular source apps.

Hubspot

Freshsales

Intercom

Drift

Once the platform integration is complete, you can now codelessly create workflows to bring specific customer data into CustomerLabs CDP. 

What is a Workflow?

A Workflow in CustomerLabs CDP allows you to receive specific customer event data as soon as it is triggered in the Source. You can create multiple workflows inside a Source. A workflow is a one time setup that constantly receives customer data & updates user profiles in CustomerLabs CDP in real time. 

Once a Source platform is authenticated, users can build workflows without writing a single line of code. 

How to build a Workflow?

The four step process to build a workflow are as follows, 

Step 1: Give a name to your Workflow

This helps you quickly select relevant workflows – just for internal purposes. 

Step 2: Choose sample data

To receive event samples, trigger an event in that particular Source. For example, if you’re setting up a workflow to receive contact information as when and when it gets updated in your CRM. Update a test contact in your CRM to receive event information in CustomerLabs CDP. 

You will be able to upto 5 samples at once. Fetching sample data in a few source platforms might take time. In that case, please wait for sometime before you try again. 

You can view the incoming sample data and select the sample that suits your use case. 

Step 3: Filter incoming data

The filter screen acts as a roadblock to stop other non-related event data coming in from the Source & skew existing information. 

Appropriate filter criteria help in receiving and maintaining a clean customer data repository to power your marketing efforts. 

Step 4: Event configuration

Event configuration is the final and the most important step of the workflow setup. Below is a detailed explanation of the various fields provided. 

4a. Event name

You can assign an event name by selecting from the drop down as shown below. 

Event typeDescription
Custom eventLets you give a new custom name to your incoming event 
Dynamic eventLets you choose the name of the incoming event as sent by the Source
Create or update groupCan be chosen if the incoming event is an account level update
Create or update userCan be chosen if the incoming event is an user level update
Assign group to userLets you add company level updates to user

4b. Identity mapping

What is Identity Resolution?

Identity Resolution is the heart of CustomerLabs CDP.

Identity Resolution or ID Resolution enables marketers to consolidate the collected user information across disparate sources and delivers individual profiles to improve marketing effectiveness.  

Different systems identify and store user information in various formats. Some include email IDs, cookie IDs, external IDs, unique user IDs etc. This is the major reason for customer data silos – the inability to identify the same user between two different tools. Since the destination tool is not able to identify and match user information accurately, incorrect  & duplicate users are formed resulting in delivering a crappy customer experience. 

However CustomerLabs CDP resolves this problem by collecting and stitching user & account level information gathered across various tools to one unique ID and sends it to destination tools in a usable format. Learn how Identity Resolution in CustomerLabs CDP helps marketing teams. 

CustomerLabs CDP helps you resolve identity issues both at a user and at an account level.  

4b. i. User identity mapping

User identity mapping in CustomerLabs CDP helps in merging incoming user/contact data to existing information. 

You can choose upto 3 different identifiers including external IDs to map user information. These external IDs will be stored by CustomerLabs CDP to create an enriched user profile.

If you add Facebook as a Destination, CustomerLabs CDP will sync the facebook_fbp to Facebook so that you can easily target the right users thus considerably increasing the audience match rates. Some of the common user identifiers supported by CustomerLabs CDP are shown below. 

ID typeDescription
identify_by_emailUser email address
identify_by_phoneUser phone number
google_analytics_client _idUnique identifier for a browser–device pair that helps Google Analytics link user actions on a site
facebook_fbpUser identifier saved automatically by the Facebook pixel that uses first-party cookies
facebook_fbcUser identifier saved automatically by the Facebook pixel that uses first-party cookies when a user clicks on ad

4b. ii. Account identity mapping

Account identity mapping in CustomerLabs CDP helps you link an individual user with an account/company/group/organization/team etc. 

Like User identity mapping, you can add up to three different identifiers to map account level data.

4c. Map other attributes

Post successfully mapping user and account level details, you can categorically map other incoming information into the following buckets. 

What can be added: Additional information pertaining to the event can be added under event properties. For example, if you’ve connected an email marketing platform as a source. ‘Email Opened’ is a basic event that will be sent to CustomerLabs CDP. Additional event related data such as ID of the email, Sender email ID, Prospect email ID, Email subject etc. can be added under Event properties. 

What can be added: All user/contact/individual related information can be added under user traits. For example, if you’ve set up a workflow to receive all contact updates from your CRM to CustomerLabs CDP. Information such as Contact first & last name, phone, email, address, company, lifecycle stage, job title etc. can be added under user traits. 

What can be added: Company/group/organization related data can be appended to account traits. In a workflow to receive all company updates from your CRM to CustomerLabs CDP. Data such as Company name, address, city, state, industry, revenue etc. can be added under Account traits.  

What can be added: Events containing UTM parameters such as utm_campaign, utm_source, utm_medium etc. can be added under UTM traits. 

What can be added: Product details can be added for properties related to Ecommerce events such as Product viewed, Product clicked etc. Details such as product sku, product ID, product variant, product size can be added under product details. 

What can be added: Custom user external IDs such as subscription ID, app ID, Intercom ID, Shopify ID etc. can be added under this category.

What can be added: Custom account related IDs provided by popular platforms such as Hubspot, Salesforce etc. can be added to this category.

How to view workflows?

To view created workflows, click on the name of the Source platform as shown below.  

This will open up the workflows created for that particular source as shown below. 

How to activate/deactivate a Source?

Once all the workflows are set up, you can activate or deactivate with a click of a button in the Action section. 

How to delete a Source? 

To delete a Source, click on the dotted lines on the far right of that particular platform to delete the Source. 

Need assistance? 

Have questions regarding Sources or Facing issues? 

Get in touch

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