Near real-time data access
Marketing Integrations
As an extension to our Tacklit Data Pipeline we offer a managed integration service to connect your data to your Marketing Automation Tools
Integrations
Connect Tacklit to other mission critical apps
Connect your tools, connect your teams. Your team’s favourite tools are just a click away.
HubSpot
Simplify your processes, generate leads, close deals, and create remarkable customer experiences.
MailChimp
Personalize your emails. Use AI for benchmarking, creating sefments, recommending products & generating content.
SendGrid
Use SendGrid to add contacts, create segments, create and send emails, and automations, and view your stats.
Zoho CRM
Email marketing software to engage your audience, create responsive design, customize messages, deliver emails to inboxes, trigger automated workflows and connect with new customers.
Campaign Monitor
Drag and drop your way to a beautiful email, ease of use customize any template or design to showcase your brand using the simply powerful drag-and-drop email.
Salesforce
Personalize every experience along the customer journey with the Customer 360. Unify marketing, sales, service, commerce, and IT.
ActiveCampaign
Optimize email marketing campaigns and boost sales, marketing automation, and CRM tools.
How it works
Making it straightforward to unlock the power of your data
The process is a Reverse ETL.
We push data from Tacklit out to your marketing tool. We don't pull data back in based on marketing activities / actions into Tacklit.
Main Sync's we support are Contacts, Events and Segments.
Contacts relate to Adding / Updating mapped profile data e.g. Name, Email, Address, Phone Number. **We don't support moving data from Case Notes or other Health Data into third party marketing tools. Events relate to activities done on platform. Appointment Booked, Form Completed, Psychometric Completed. **Note that any non compliance with an action e.g. not completing a form, will need to be calculated in the marketing tool automation build. Segments relate to groups and cohorts. E.g. all clients working with Practitioner {X}, all clients in Group {Y}
Connection and data mapping as part of the managed service.
We need developer access to your CRM / Marketing Tool. We work with you to set up the data fields / set up the mapping in your marketing tool. We may need to create new fields to map to. We do this in consultation with a customers marketing expert. We run some test data flows.
