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CRM and Marketing Automation Connectors Powered by Bedrock Data

ConnectWise Certified
Bedrock Data powers robust, continuous, data integrations between ConnectWise and a wide range of CRM & marketing automation systems.
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Bedrock Data enables your support organization to harness the power of Connectwise while maintaining alignment with your sales and marketing teams system of choice for CRM and/or marketing automation.

Integrated systems include HubSpot, Marketo & Pardot for Marketing Automation, and SalesForce, Microsoft Dynamics, NetSuite, SugarCRM, Zoho, VTiger, PipelineDeals & Pipedrive for CRM.

The Bedrock Data integration includes:

  • Map common fields between systems while defining the system of record for each field to drive the integration
  • Publish activities to/from each system to provide sales, marketing and service visibility to each other
  • Multi-directional sync keeps data current between all systems for both new records and updates to existing records

You can connect these objects to align your teams. Bedrock Data supports most marketing automation and CRM combinations, below are some common examples:

Bedrock

Connectwise

CRM System e.g. NetSuite or Dynamics

Marketing Automation System e.g. Marketo or HubSpot

Owner

Member

User

 

Contact

Contact

Contact

Lead

Company

Company

Account

Company

Opp

Opp

Opp

Opp

Activity

Activity

Task

Activity

Ticket

Ticket

Ticket/Case

 


Getting Started

The Bedrock Data team is available to answer your questions.  Let us know if you are interested in scheduling a demo or discussing your specific requirements.

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The Bedrock Data integration connectors enable the integration of Connectwise with one or more systems to unify your view of customer and account interactions and close the loop on your business processes.

Available system connectors include:

  • CRM: SalesForce, NetSuite, Microsoft Dynamics, SugarCRM, Vtiger CRM, Zoho and more
  • Marketing Automation: HubSpot, Marketo, Act-on, Pardot, Influsionsoft and more
  • Email: MailChimp, Constant Contact and more
  • Lead Generation: GoToWebinar, Webex, Eventbrite, Cvent and more
  • eCommerce: Shopify and more

The most robust synchronization process in the market

  • Persistent bi-directional synchronization
  • Data remains aligned across systems as records change
  • Full record synchronization to ensure data accuracy
  • De-duplicate your data records across all systems

Avoid data integration nightmares

  • No IT or engineering resources required to setup or manage
  • Don’t let point-to-point integrations lock you into a process you can’t control
  • Don’t let one-time zaps create a data mess for you as records change and don’t update. With zaps, you can’t update or move data as account or contact information changes.

Conditional Mapping Tool centrally manages your data flow between systems

  • You control the process
  • Manage conditional rules around which data syncs to which system

Key Benefits

Turn Your Data Into a Competitive Edge

•     Integrate your data for marketing, sales & support

Get Visibility & Alignment Between Departments

•     Break down data siloes with a common view of the customer

End Manual Data Uploads Between Systems

•     Save your team time and eliminate the risk for error

Critical Systems Integration Requires Specialized Systems & Support

•     Get a product & team focused on delivering & evolving quality integrations

Don’t Limit Yourself to Single Push Integrations

•     These integrations will fall down as data is continually changing and they can’t handle updates

No Engineering

•     Never touch an API, custom script or development resource for your integration needs

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Bedrock's ConnectWise Integration is certified via the ConnectWise Invent Program.
If you need assistance with integration implementation, please send a note to support@bedrockdata.com.

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