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 Export Job - New Leads: Creates an export job for leads created since the last run.
Create Export Job - New Activities: Creates an export job for activities created since the last run.
Get Export File: Retrieves a completed export file's content.
Create Export Job - Leads: Creates a lead export job.
List Export Jobs: Returns a list of export jobs created in the past 7 days.
Cancel Export Job: Cancels an export job.
Create Export Job - Activities: Creates an activity export job.
Enqueue Export Job: Adds an export job to the processing queue.
Get Export Job Status: Retrieves the status for an export job.
List Updated Leads: Lists leads updated since last run.
List Leads By Email Address: Gets all of the leads with the specified email address.
List Leads: Lists all leads using a filter.
Create Or Update Lead: Creates or updates a lead.
List Updated Lead Activities: Lists the lead activities updated since the specified date.
Get Lead: Gets a lead.
List Lead Activities: Lists a leads activities.
List Lead Fields: Returns a list of all fields available for interaction via the REST API.
List Lead Memberships: Lists a leads memberships.
List Lead Website And Email History: Lists a leads website and email history.
List Smart Campaigns: Lists the smart campaigns of a lead.
List Lists: Lists all the static lists.
Get List: Gets a static list.
Add Lead To List: Adds a lead or leads to a static list.
Remove Lead From List : Removes a lead or leads from a static list
Get List Members: Gets the members of a Static List.
Get Import Job Warnings: Retrieves a list of warnings for an import job.
Create Import Job: Creates an import job for a csv payload into the target instance.
Get Import Job Status: Retrieves the status for an import job.
Get Import Job Failures: Retrieves a list of failures for an import job.
List Custom Objects: Lists the API name of existing custom objects.
Create Custom Objects: Creates a custom object.
Update Lead Custom Object: Updates a leads custom object. Custom Object mappings must be added as custom fields.
Create Custom Object Values: Creates a custom objects values. Insert custom object fields under '[input].'.
Upsert Custom Object Values: Creates or updates a custom objects values. Insert custom object fields under '[input].'.
Update Custom Object Values: Updates a custom objects values. Insert custom object fields under '[input].'.
List Linkable Custom Objects: Lists linkable custom objects and their fields.
List Activity Types: Lists activity types.
List Users: Retrieve a list of all user records. Required Permissions: Access User Management Api and Access Users
Get Filter: Returns data about a single filter.
List All Filters: Returns data about all filters.
Add Filter: Add a new filter
Delete Filter: Delete an existing filter
Update Activity: Modifies an activity.
Get Activities: Get the details of all Activities
Add Activity: Adds an activity.
Delete Activity: Deletes an activity.
Get User Activities: Returns all activities assigned to a particular user.
Get Activity: Get the details of an Activity
Find Users By Name: Find users by their name.
List Users Blacklisted Email Addresses: List all blacklisted email addresses of the specified user.
Update User: Updates the properties of a user.
Get User: Get a users details.
List Users: Returns data about all users.
Create User: Adds a new user to the company, returns the ID upon success.
Get User Role Settings: Get a users role settings.
Get Current User: Get the currently authenticated users details.
List User Followers: List followers of a specific user.
List Custom Organization Fields: Returns all custom organization fields.
List Organization Fields: Returns all organization fields.
List Singular Person Fields (for Custom Field Lookup): Returns all person fields in singular format, no array.
List Person Fields - LIST (for Custom Field Lookup): Returns all person fields in an array.
List Singular Organization Fields (for Custom Field Lookup): Returns all organization fields in singular format, no array.
List An Organizations Activities: Gets a list of an organizations activities.
List An Organizations Followers: Gets a list of an organizations followers.
Get Organizations by Name: Searches all organizations by their name
List An Organizations Permitted Users: Gets a list of an organizations permitted users.
List An Organizations Associated Deals: Gets a list of an organizations associated deals.
List An Organization's Updates: Gets a list of an organization's updates.
Update Organization: Update details of an existing organization.
Delete Organization: Update details of an existing organization
List Updated Organizations: Gets a list of organizations new/updated since the last run.
Add Organization: Adds a new organization
Get Organization: Gets details of an organization
List An Organizations People: Gets a list of an organizations people.
Search Organizations: Searches all Organizations by a given term.
Get Organization V2: Gets details of an organization
List Organizations: Gets a list of organizations
Get New Notes: Returns all new notes.
Add a Note: Adds a note.
Get All Notes: Returns all notes.
Update Note: Updates a note.
Delete Note: Deletes a note.
Get Note: Get details of the specified Note.
Updated Activity: Triggered when an activity has been updated.
Updated Deal: Triggered when a deal has been updated.
Updated Person: Triggered when a person's record has been updated.
Updated Product: Triggered when a product has been updated.
Updated Organization: Triggered when an organization has been updated.
Added Note: Triggered when a note has been added.
Added Product: Triggered when a product has been added.
Update Lead: Updates the specified lead.
Create Lead: Creates a new lead.
Get Lead: Returns the specified lead.
List Leads: Returns all leads.
Delete Product: Marks a product as deleted.
List Products: Returns data about all products.
Get Product's Prices: Returns data about a specific product's prices.
Get Product: Returns data about a specific product.
Create Product: Adds a new product to the products inventory.
Search Products: Searches all products by name, code and/or custom fields.
List New Products: Returns data about all products created since last run.
List Updated Products: Returns data about all products created or modified since last run.
Update Product: Updates product data.
Delete Stage: Marks a stage as deleted.
List Stages: Returns data about all stages in all Pipelines.
Add Stage: Adds a new stage, returns the ID.
Update Stage: Update the properties of a stage.
Get Stage: Returns data about a specific stage.
List Stages for Pipeline: Returns data about the stages in the selected Pipeline.
Update Person: Updates a person's details.
List People: Returns a list of people.
Get Person V2: Gets all the details of a person.
Get Person: Gets all the details of a person.
Get People by Email Address: Returns a list of people matching the email address provided.
Add Person: Adds a new person.
Search People: Searches all people by name, email, phone, notes and/or custom fields.
List Updated People: Returns a list of people new/updated since last run.
Delete Person: Deletes a person.
List Deals by Stage: Returns all deals at a specific stage.
Add Deal: Adds a new deal.
List Deals: Returns all deals.
Get Deal: Returns details of a specific deal.
Delete Deal: Marks a deal as deleted.
List Updated Deals: Returns a list of deals new/updated since last run.
List Deal Participants: Lists participants associated with a deal.
List Deal Products: Lists products associated with a deal.
Update Deal: Updates the details of a deal.
List Teams: Returns a list of all Teams.
List Roles: Returns a list of all roles.
List Custom People Fields: Returns all custom people fields.
List People Fields: Returns all people fields.
Get Currencies: Returns all supported currencies in given account which should be used when saving monetary values with other objects. The 'code' parameter of the returning objects is the currency code according to ISO 4217 for all non-custom currencies.
Get Pipeline: Returns data about a specific pipeline.
Update Pipeline: Update the properties of a pipeline.
List Pipelines: Returns data about all pipelines.
Add Pipeline: Adds a Pipeline.
List Deal Fields: Returns all deal fields.
Get Deal Field: Returns details of a specific deal field.
Looking for additional or custom integration methods?
We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.
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.