Sharing your data between systems is as easy as one two three.
Based on your integration needs, we set up a new account and enable the integration connectors needed to build the integration,
, plus others if needed.
If you require endpoints that is currently not available in SyncCloud, or if you require a new connector, we will, build modify existing, or build the new custom connector for you and add it to your account.
Integration implementation and launch
Before we build the integration, we will do a quick health check in your
instance and suggest any changes needed to make the integration work seamlessly.
Based on your requirements, our Data Integration Services Team builds your integration and launches it in an efficient and quick turnaround time. We work with your internal teams to ensure correct field mapping, data synchronization logic, integration frequency, and any custom requirements are met.
Based on your integration complexity, custom logic and any other specific requirements, the time to setup your specific integration can vary. We recommend starting simple and then add on more connections.
Continuous support throughout the lifecycle.
After the launch we will monitor the integration closely for two weeks, and after that we’ll hand over to continuous support. If you need any tweaks or simple changes, just reach out and ask and we’ll set it up for you.
For major changes or updates to your integration, we’ll scope the work together to minimize impact on your production systems.
Create Task Engagement: Create Task engagement in this HubSpot portal.
Create Call Engagement: Create Call engagement in this HubSpot portal.
Get Engagement: Get the engagement from this HubSpot portal.
Update Meeting Engagement: Update Meeting engagement in this HubSpot portal.
List Engagements: List all the Engagements from this HubSpot portal.
Create Email Engagement: Create Email engagement in this HubSpot portal.
Update Note Engagement: Update Note engagement in this HubSpot portal.
Delete Engagement: Delete an existing Engagement from a particular HubSpot portal.
List New Engagements: List newly created engagements.
Create Meeting Engagement: Create Meeting engagement in this HubSpot portal.
List Call Dispositions: List the possible dispositions (outcomes) for engagements (sales calls).
Update Task Engagement: Update Task engagement in this HubSpot portal.
Update Call Engagement: Update Call engagement in this HubSpot portal.
List Updated Engagements: Get updated Engagements.
Update Email Engagement: Update Email engagement in this HubSpot portal.
Create Note Engagement: Create Note engagement in this HubSpot portal.
Create Company Property: Creates a company property.
Delete Company Property: Deletes a company property.
List Company Properties: Lists company properties.
Get Company Property: Gets a company property.
List Company Property Groups: Lists company property groups.
Update Company Property: Updates a company property.
Get Company: Returns details of the specifed Company.
List New Companies: List companies created since last run.
Search Companies: Returns companies that matches the search name.
Get Company By Domain: Gets a company by domain.
List Companies: Returns a list of all Companies.
Get Company Contacts: Returns a list of contacts from the specified Company.
List Updated Companies: List all companies created or modified since last run.
Update Company: Updates a company in HubSpot.
Create Company: Creates a new Company.
Delete Company: Deletes a Company.
Get Contact Property: Gets a contact property.
List Contact Properties: Lists contact properties.
Create Contact Property: Creates a contact property.
Update Contact Property: Updates a contact property.
Delete Contact Property: Deletes a contact property.
Upsert Contact: Creates or updates a Contact. If the email address supplied is a duplicate it will update the Contact, otherwise it will create a new one.
List Updated Contacts: Gets a list of recently updated Contacts.
Upsert Contacts: Batch create or update a contact inside HubSpot. If email or visitor ID match then the Contact will be updated.
Create Contact: Creates a new Contact.
Search Contacts: Gets all the Contacts matching the search term. Searches on email address, first and last name, phone number, or company.
Get Contact By ID: Gets a Contact by ID.
Update Contact: Updates a Contact.
List New Contacts: Gets a list of newly created Contacts.
List Contacts: Gets a list of all Contacts.
Get Contact By User Token: Get a contact by its user token.
Delete Contact: Deletes an existing contact from a particular HubSpot portal.
Get Contact By Email: Gets a Contact by email address.
List Forms: Returns a list of all forms.
List Form Fields: Returns a list of fields for the specified form.
List Form Submissions: Returns a list of submissions for the specified form.
List Deal Pipeline Stages: List the Stages of a particular Deal Pipeline
List Deal Pipelines: Get deal pipelines from HubSpot.
List Ticket Pipelines: Get ticket Pipelines from HubSpot.
Search Deals V3: Search through deals.
Delete Deal: Delete a Deal.
Get Deal: Get the details of the specified Deal.
Associate Deal With Contact: Associate a Deal with a Contact.
List Deals: Returns a list of Deals.
Create Deal: Create a deal inside HubSpot.
Update Deal: Update the details of a Deal.
List Updated Deals: List modified deals from HubSpot since last successful run.
Associate Deal With Company: Associate a Deal with a Company.
Search Deals: Returns a list of Deals that match the name.
List New Deals: List all deals that have been created since last run.
Create Custom Object Schema: Create a custom object schema.
Create Custom Object: Create a custom object.
Get Custom Object Schema: Get a custom object schema.
Get Company Writable Properties (Single, Enhanced, for Create): Get the properties of Company for get/update methods.
Get Contact Properties (Single, Enhanced, for Get): Get the properties of Contact for get/update methods.
Get Contact Writable Properties (Single, Enhanced, for Create/Update): Get the properties of Contact for get/update methods.
Get Company Properties (Single, Enhanced, for Get): Get the properties of Company for get/update methods.
List Products: Lists all Products.
Get Product: Get the details of a Product.
Create Product: Create a new Product.
Update Product: Update the details of a Product.
Get Product For Deal: Get a product from HubSpot as it existed when added to deal.
Remove Contacts From List: Removes one or more Contacts from a Contact List.
Add Contacts To List: Adds one or more Contacts to a Contact List.
Get Contact List: Gets the details of a single Contact List from the supplied ID.
List New Contact List Members: Gets the members of a Contact List added since the last run.
List Contact List Members: Gets the members of a Contact List.
Create Static Contact List: Creates a new Static Contact List.
Add Filters To List: Adds filters to a Contact List, used to define which Contacts are included in the list.
Create Dynamic Contact List: Creates a new Dynamic Contact List.
List Contact Lists: Gets all Contact Lists from this HubSpot portal.
Delete Contact List: Delete a list in a given HubSpot account, identified by its unique ID.
Update Product Property: Updates a product property.
List Product Property Groups: Lists product property groups.
Create Product Property Group: Creates a product property group.
Create Product Property: Creates a product property.
Get Product Property: Gets a product property.
Delete Product Property: Deletes a product property.
List Product Properties: Lists product properties.
Get Blog Post By ID: Gets a blog post by ID.
Get Blog By ID: Gets a blog by ID.
List Blogs: Lists all of the blogs for an account.
List Blog Posts: Lists all blog posts for a HubSpot account.
Get Owner: Get an owner by ID.
Get New Owners: Get all the owners from this HubSpot portal since last ran.
Get Updated Owners: Get all the owners from this HubSpot portal since last ran.
List Owners: List all the owners from this HubSpot portal.
Update Deal Property: Update a deal property.
List Deal Property Groups: Returns all of the deal property groups for a given portal.
Get Deal Property: Get a deal property.
Delete Deal Property: Delete a deal property.
Create Deal Property: Create a deal property.
List Deal Properties: List deal properties.
Get Line Item: Returns details of the specified Line Item.
List Line Items For Deal: Returns a list Line Items for the specified Deal.
Associate Line Item With Deal: Associate a Line Item with a Deal.
List Line Items: Returns a list of line items.
Create Line Item: Create a Line Item.
List Campaigns With Recent Activity: For a given portal, return all email campaign IDs sorted by recent activity associated with the portal.
Get Campaign: Gets the details of the specified Campaign.
List Campaigns: For a given portal, return all email campaign IDs associated with the portal.
Update Ticket: Update a Ticket.
Create Ticket: Create a new Ticket.
Get Ticket: Get the details of a Ticket.
List Tickets: Returns a list of all Tickets.
Delete Ticket: Delete a Ticket.
Create Batch Association: Create a batch association.
Disassociate Contact From Company: Removes the association between a Contact and a Company.
Associate Contact With Company: Associates a Contact with a Company. If a Contact is already associated with a different Company, the Contact will be added to the new Company. A Contact can only be associated with one Company.
Get Company Association For Contact: Checks which Company (if any) is associated with a Contact.
List Invoice Payments: Gets a list of all payments for an invoice.
Create Invoice Payment: Record an external payment against a specific invoice.
List Invoices: Gets a list of all invoices.
Get New Invoices: Gets a list of all invoices created after the last run time.
Read New Invoice Events: Retrieves a list of invoice events since the last time this action was executed.
Get Invoice: Get a single invoice record.
Create Usage For Subscription: Allows you to record an instance of metered usage for a subscription. The quantity from usage for each component is accumulated to the unit_balance on the component line item for the subscription.
Get Metadata For Subscription: Gets details of a specific subscriptions custom field entries.
Pause Subscription: This will place the subscription in the on_hold state and it will not renew.
Get Subscription Component Allocations: Gets details of a subscription's specific components allocations.
Get Subscription by Reference: Lookup Subscription by Reference.
List Updated Subscriptions: Gets a list of all the subscriptions.
List Subscriptions Components: Gets a list of all components for a susbscription.
List Subscriptions: Gets a list of all the subscriptions.
Update On-Hold Subscription: To update a subscription's resume date, use this method to change or update the automatically_resume_at date.
Update Subscription: Update a single subscription.
Update Subscriptions Billing Date: Update a single subscriptions next billing date.
List Subscriptions By Customer: Gets a list of all the subscriptions for a customer.
Delete Subscription: Delete a single subscription.
List Updated Subscriptions By Customer: Gets a list of all the subscriptions for a customer updated since last run.
Get Subscription Component: Gets details of a subscription's specific component.
Get Subscription: Gets details of a specific subscription.
Create Subscription: Create a subscription. Depending on the fields set will determine the type of subscription created, see https://reference.chargify.com/v1/subscriptions/subscription-request-examples
List New Subscriptions By Customer: Gets a list of customers subscriptions created since last run.
List New Subscriptions: Gets a list of all the subscriptions.
Component Price Points
Create Currency Prices (Component): Create currency prices for a given currency that has been defined on the site level in your settings.
Update Currency Prices (Component): Update currency prices for a given currency that has been defined on the site level in your settings.
Get Component Price Point Currency Prices: Gets the currency prices for a price point of a given component.
Update Price Point: Updates an existing price point's prices.
Get Component Price Points: Gets the price points of a given component.
Get New Customers: Gets a list of customers created since last run.
Find Customers: Gets a list of customers matching a value. This can be a complete or partial email address, an ID, etc.
Check Customer Exists: Checks customer exists and returns the first customer record found.
Delete Customer: Deletes a customer.
Get Customer: Gets details of a specific customer.
List Customers: Gets a list of all customers.
Create Customer: Creates a new customer record.
Update Customer: Makes updates to a customer record.
Get Customer by Reference: Lookup Customer by Reference.
Get Updated Customers: Gets a list of customers updated since last run.
Get Management Link: Read a management link.
Get Product By Handle: Gets a product by handle.
Delete Product: Deletes a product.
Identify Product: Returns first product found when given a collection of handles.
List Products: Gets a list of all products.
Update Product: Updates a product.
Delete Product Family: Deletes a product family.
Get Product: Gets the details of a specified product.
Create Product: Creates a new product record.
List New Products: Gets a list of all products created after the last run time.
List Products in Family: Gets a list of all products within a product family.
Create Price Point: Create a new price point.
Find Component By Handle: This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.
Create Multiple Allocations: Creates multiple allocations, setting the current allocated quantity for each of the components and recording a memo.
Get New Components By Product Family: Gets a list of all components for a product family created after the last run time.
Create Component (Quantity Based): Create a quantity based component within a product family.
Create Component (Metered): Create a metered component within a product family.
Create Allocation For On/Off Component: This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.
Update Component Quantity: Creates a new allocation for the subscription, setting a new currently allocated quantity and recording a memo.
List Components By Product Family: Gets a list of all components for a product family.
Identify Components: Returns only components when given a collection of handles.
Create Component (On Off): Create an 'on off' component within a product family.
Product Price Points
Create Product Price Point: Create a price point for a given product.
Update Product Price Point: Update the price points of a given product.
Create Currency Prices (Product): Create currency prices for a given currency that has been defined on the site level in your settings.
Get Product Price Points: Gets the price points of a given product.
Update Currency Prices (Product): Update the prices of currency prices for a given currency that exists on the product price point.
Signup Success WebHook: Signup Success Event received when subscribed to in chargify.
Subscription Changed WebHook: Subscriptions Event received when subscribed to in chargify.
Customer Created: Customer Created Event received when subscribed to in chargify.
Statement Settled Webhook: Event received when Statement Settled in Chargify.
List Prepaid Usage: Retrieves a list of the usages associated with a subscription for a particular prepaid usage component.
Secure Data Movement From Point A to B, In Weeks Not Months
We take GDPR seriously and design everything with security first.
Exelement's SyncCloud sends and receives requests from static IP address which you could whitelist in your system's API.
We always use SSL when customer systems connect to Exelement SyncCloud or third party APIs such that data is encrypted on the way in to and out of the Exelement SyncCloud application. Whilst in the Exelement SyncCloud application environment all data is encrypted.
Untangle your IT team
By building and running your system integrations on Exelement SyncCloud, you get to free up your IT team from building, managing and hosting your marketing and sales integrations. We know how busy internal IT teams can be, sometimes small marketing and sales projects would take forever to be delivered and get tangled with internal resources and skillset planning, DevOps and security limitations. Why tangle your IT team while you can launch your integrations faster and in isolation from your internal IT systems?
Physical Access Controls
Exelement's SyncCloud application runs in secure data centres operated by Amazon Web Services. Amazon Web Services policy in regards to Physical Access is as follows: Physical data centre access is granted only to approved employees and third parties. Such individuals who need data centre access must first apply for access and provide a valid business justification. These requests are granted based on the principle of least privilege, where requests must specify to which layer of the data centre the individual needs access, and are time-bound. Requests are reviewed and approved by authorized personnel, and access is revoked after the requested time expires. Once granted admittance, individuals are restricted to areas specified in their permissions.