Table of Contents

Integrations Appendix by Connector

Matt Mackenzie Updated by Matt Mackenzie

Integrations Appendix by Connector

Data Schema

Primary Data: raw data mapped to reporting tables directly

Supporting Data: raw data which is unmapped to CaliberMind’s Primary Schema

Analytics-Ready Data: Primary data which has been transformed by CaliberMind ready for reporting. Here’s the data dictionary for CaliberMind’s reporting data.

Data Connectors connect to primary data in which CaliberMind translates to Analytics-Ready tables fitting one of these categories:

  • Campaigns
  • Companies
  • Events
  • Opportunities
  • Persons

PULL (read-only) connectors are managed by our embedded partner Fivetran. The pull connectors replicate raw data to your Google Project in BigQuery.

 PUSH connectors (read-write) have the ability to enrich and fix data in source systems. These are optional but highly

recommended to obtain full value from the CaliberMind platform.

Eloqua

[Connected by OAuth by an Eloqua Administrator]

Prerequisites / Permissions

https://fivetran.com/docs/applications/eloqua/setup-guide#prerequisites

Knowledge Base Instructions

https://docs.calibermind.com/article/ly1tk9azbj-marketo

Primary Tables Used:

account

campaign

contact

contact_activity

email

email_form

form_submission

visitor

Reporting tables updated:

cm_account

cm_campaign

cm_company

cm_person

cm_event

cm_querymap

cm_response

Facebook

[Connected by OAuth by an Facebook Administrator]

Prerequisites / Permissions

PULL - used to pull ad spend

https://fivetran.com/docs/applications/microsoft-advertising/setup-guide#prerequisites

PUSH - used to pull Facebook Lead gen forms

https://docs.calibermind.com/article/e5eslzfu0y-facebook-ads-connector

Primary Tables Used:

NOTE: **PUSH connector only

ads

ad_history

campaign_history

leads**

Reporting tables updated:

cm_campaign

cm_performance

cm_querymap**

cm_response**

cm_event**

[Connected by OAuth by an Google Ads Administrator]

Prerequisites / Permissions

PULL ONLY

https://fivetran.com/docs/applications/twitter-ads/setup-guide#prerequisites 

Knowledge Base Instructions

https://docs.calibermind.com/article/n9tne7mc4a-google-ads-connector-via-five-tran

Primary Tables Used:

campaign_stats

click_performance_report

Reporting tables updated:

cm_campaign

cm_performance

cm_querymap

Iterable

[API Key generated by Iterable admin]

Prerequisites / Permissions

https://fivetran.com/docs/applications/iterable/setup-guide#prerequisites 

Primary Tables Used:

campaign_historycampaign_metrics

channel

event

user_info

user_history

Reporting tables updated:

cm_account

cm_campaign

cm_company

cm_person

cm_event

cm_querymap

cm_response

Linkedin 

Prerequisites / Permissions

PULL - used to pull ad spend

https://fivetran.com/docs/applications/microsoft-advertising/setup-guide#prerequisites

PUSH - used to pull LinkedIn Lead gen forms

https://docs.calibermind.com/article/0d6akm3muq-permissions-required-for-linked-in-push-connector 

Primary Tables Used:

NOTE: **PUSH connector only

ad_analytics_by_creative

campaign_history

creative_history

leads**

Reporting tables updated:

cm_campaign

cm_performance

cm_querymap**

cm_response**

cm_event**

Microsoft Advertising (Bing)

Prerequisites / Permissions

PULL ONLY

https://fivetran.com/docs/applications/microsoft-advertising/setup-guide#prerequisites

Primary Tables Used:

ad_performance_daily_report

campaign_history

campaign_performance_daily_report

Reporting tables updated:

cm_campaign

Cm_performance

Salesforce

Prerequisites / Permissions

PULL - used to replicate data into warehouse

https://docs.calibermind.com/article/b2agx24drg-salesforce-connector-via-five-tran 

PUSH - used to create and modify Salesforce data using workflows in CaliberMind

https://calibermind.helpdocs.io/app/content/article/e5eslzfu0y

Primary Tables Used:

Account

Campaign

CampaignMember

Contact

Group

Lead

Opportunity

OpportunityContactRole

OpportunityHistory

OpportunityLineItem

Product2

Profile

RecordType

Task

User

UserRole

Reporting tables updated:

cm_account

cm_campaign

cm_company

cm_contact

cm_contactrole

cm_event

cm_lead

cm_person

cm_opportunity

cm_product

cm_program

cm_item

cm_user

Segment(Website and Product)

[Configured by Segment Admin inside of Segment with Webhook]

Prerequisites / Permissions

https://docs.calibermind.com/article/4wvgeypf5t-segment-connector-via-fivetran 

Primary Tables Used:

page

identify

(other tables depending on use cases)

Reporting tables updated:

cm_campaign

cm_event

cm_querymap

Cm_response

Twitter Ads

[Connected by OAuth by an Twitter Ads Administrator]

Prerequisites / Permissions

PULL ONLY

https://fivetran.com/docs/applications/twitter-ads/setup-guide#prerequisites 

Primary Tables Used:

campaign_history

Reporting tables updated:

cm_campaign

cm_performance

MongoDB

https://fivetran.com/docs/databases/mongodb/setup-guide

https://fivetran.com/docs/databases/mongodb/sharded-setup-guide

IMPORTANT: We do not support MongoDB Serverless Database.

Tables Used:

  • To be determined 

How did we do?

Pushing Caliber Mind Person Engagement Data to Salesforce

Act-On

Contact