Connectors / Integrations
Adding Your First Connector
Data is the lifeblood of your marketing and sales operations. Connecting a CRM and/or Marketing Automation system is the first step to getting started with ABM and Attribution. Sales and Marketing da…
How To Connect AdRoll / RollWorks
Connecting with Ads and Retargeting platforms to CaliberMind can help your organization make better data-informed decisions! Digital Marketing Managers, Demand Gen professionals, and Marketing Execut…
How To Connect Google Analytics
There are a number of use cases when Google Analytics data comes in handy, but the most popular use case includes incorporating keyword information in your engagement reports. This helps you hone in on that "Organic" data set and figure out where you need to focus to gain even more traction in the market.
How To Connect HubSpot
Setting up your HubSpot connector in CaliberMind only takes a few clicks! Go to Settings >> Integrations >> Add New Connector. Give your HubSpot connector a name and click "Authorize". Please make su…
How To Connect LinkedIn Ads
Connecting Lead Generation, Social, Advertising, and Retargeting platforms to CaliberMind helps your organization make better-informed decisions by tying your advertising spend to revenue. Answer questions about return on ad spend (ROAS) from Digital Marketing Managers, Demand Gen professionals, and Marketing Executives using the LinkedIn connector.
How To Connect Marketo
Connecting Marketo to CaliberMind allows you to warehouse all your marketing data to leverage it for Account Scoring and Attribution.
Kickfire
Using Kickfire and Google Analytics to activate top-of-funnel account scoring in CaliberMind.
Overview of Connectors
Overview of Connectors. CaliberMind allows quick and easy integration of all your favorite Marketing and Sales systems! To create a new connection navigate to: Settings/ Connectors Adding a new conne…
ZoomInfo / DiscoverOrg
Integrating ZoomInfo data into CaliberMind can help with automating prospect sourcing and CRM standardization. Having clean and accurate Contact and Account data is a key foundation to optimize your…
CaliberMind IP Addresses for Whitelisting
Some systems will require you to whitelist CaliberMind's IP addresses. The following are the IP address you'll need: 104.197.123.162 35.188.51.168 35.225.172.219
Setting Up the LinkedIn Push Connector
Permissions required for LinkedIn Push Connector. The LinkedIn Push Connector enables your organization to capture LinkedIn Ad Lead-Gen form submissions upon completion. The user who is connecting th…
Connecting Tableau to CaliberMind
You can access CaliberMind data in your Tableau environment through a dedicated service account. We provide data warehouse-level access to your Tableau Server allowing you full access to the entire d…
Ingesting CaliberMind Data Into Snowflake
CaliberMind natively is stored in Google BigQuery, but can be transferred to your Snowflake instance in several different ways. Each of these options may have cost implications with your CaliberMind…
Klaviyo connector [Via Fivetran]
This document outlines Setting Up Your Klaviyo Connection to the CaliberMind platform. Syncing Klaviyo with CaliberMind is easy! + Navigate to Settings >> Integrations and click 'Add Connector' then select the 'Klayvio' Add Connector button:. Click I Underst…
In-App Notifications
In-App Notification Feature. Why is there an In-App Notification? A broken connector will be communicated to users in real-time via the In-App Notification feature. The In-App notification will turn…
Google Sheets
Google Sheets Integration and Quickflow. Popular use cases: Pull budget data from offline channels in CaliberMind ROMI and Performance Reports. Allow Business Ops teams to dynamically maintain target…
Segment Connector [via FiveTran]
Segment Implementation. Follow the setup instructions for your Segment implementation. Prerequisites. To connect Segment to CaliberMind, you need: Segment account. Segment trackers installed on your…
Pushing Caliber Mind Person Engagement Data to Salesforce
One of the best features in a Customer Data Platform, like CaliberMind, is the ability to READ and WRITE to core systems. For example, a Sales Manager may want to make sure her reps spend most of the…
Integrations Appendix by Connector
Integration of Connectors. CaliberMind allows quick and easy integration of all your favorite Marketing and Sales systems! To integrate a new connection navigate to: Settings/ Connectors Adding a new conne…
Act-On
CaliberMind supports automated replication of Act-On data into the your Customer Data Platform. To begin, simply Navigate to SETTINGS gear on the left navigation: SETTINGS >> INTEGRATIONS >> [search…
SFTP Connector - Updated 2021
There are many use cases for an SFTP data load including custom file feeds from a data warehouse, file imports from a proprietary software product, migrating or consolidating legacy systems, and ingesting data that only exists in spreadsheets.
Connecting Your Data Warehouse to CaliberMind
If your data team wishes to consolidate all of your data into a single data warehouse, we support multiple methods for transferring the data. For data warehouse specific preferences, read about the most commonly connected data warehouses below.
Migrating CaliberMind Attribution Data to Salesforce
This documentation is meant to help you create the permissions, related lists, custom object, and report types needed to get the most out of CaliberMind Attribution in your Salesforce Instance.
Salesforce Connector [via FiveTran]
Prerequisites. To connect Salesforce to CaliberMind, you need: Access to an active Salesforce account. Administrator-level access or, at minimum, write-access to relevant objects. An Enterprise level…
Connector Health and Web Tracker Health reports
CaliberMind Connector Health and Web Tracker Health Reports assist in monitoring the status of all connectors, as well as anomaly detection.
How to Connect Facebook Ads
The Facebook Ad Connector makes sure that your spend and interaction data flows automatically from Facebook into your CaliberMind data cube.
Connecting G2, Bombora, or 6sense
Why should we connect G2, Bombora, or 6sense with CaliberMind? Intent data tells you about the research that your prospects, leads, or accounts is conducting to help you market your product in more e…
CaliberMind Connectors
With A Catalogue of Over 100 Systems and Applications to Connect, Using Your Organization's Data In CaliberMind Has Never Been Easier
Field History SFDC Limits (Salesforce)
Field History Limitations. The 'Number of Fields to Track History per Entity' limit cannot be increased manually or without the help of Salesforce Support. Salesforce's Default Limit: 20 fields per o…
SFTP Synced Files - Making a Data Change
Need to change data pushed into CaliberMind via an SFTP push? This article will walk you through the steps.
How To Connect Outreach
Why Connect Outreach? While Outreach interactions are normally integrated with your CRM, there are some key data points that can be extremely helpful to your SDR or sales teams. Even internally at Ca…
CaliberMind Connectors - Start Here!
Prerequisites. To connect to all CaliberMind connectors all FiveTran connectors via , you need: Access to an active software account. Administrator-level access or, at minimum, write-access to relevant objects. An Enterprise level…
Power BI/ Tableau/ Looker Connectors Article
How to Connect to your Visualization or BI Tool. Since CaliberMind utilizes Google BigQuery for storing your organization data, connecting to most visualization or BI tools is a simple process. Befor…
Google Ads Connector (via FiveTran)
Google Ads Connector (via FiveTran). Prerequisites. To connect Google Ads to CaliberMind, you need a Google Ads account. Step 1 - Find customer ID. Log in to your Google Ads account. Locate your Goog…
Pardot Connector [via FiveTran]
Prerequisites. To connect Pardot to Calibermind, you need: A Pardot account with an Administrator role. Pardot Business Unit ID. Salesforce access token. Finding Your Pardot Business Unit ID. Connect…
Connections - Email Notifications
When CaliberMind identifies an issue with one of your connections, it would notify all Admins on the account of that issue via email: Admins will keep getting daily email reminders till they come bac…
CaliberMind Data Access FAQs
At CaliberMind, we believe that you should have access to use your data as you wish! Given the high-quality of the aggregation, normalization, standardization, and enhancement to your data provided by CaliberMind, it's not uncommon to want to pull data out of our platform.
Twitter API Connector via Fivetran
Twitter API. Would you like to track your Twitter ad spend and analyze your return on ad spend on the platform? This article will walk you through the steps to set up your Twitter connector with Cali…
Microsoft Bing Connector
User Permissions. Microsoft Advertising user roles are Super Admin, Standard User, Advertiser Campaign Manager, and Viewer. Here are the roles in a nutshell: Super Admin. This role has full permissio…
Setting Up the Salesforce Push Connector
What is the Salesforce Push Connector? The Salesforce push connector enables your organization to use CaliberMind to write, de-duplicate, and merge records in your Salesforce CRM. In other words, whi…
How To Connect Microsoft Dynamics
Your CRM is the source of truth for your sales team, which means it's an essential data source for CaliberMind. We'll walk you through what to do, step-by-step.
Bing/Microsoft Ad's Connector
Bing/Microsoft Ad's Connector. User Permissions. Microsoft Advertising user roles are Super Admin, Standard User, Advertiser Campaign Manager, and Viewer. Here are the roles in a nutshell: Super Admi…
Connectors Status Page
Under Settings, the Connectors Status Page presents the status for your Pull & Push connectors. You can see: 1. The connector name 2. The sync status (Scheduled/ Paused) 3. The update status (i.e On…
