support center

Common integrations via Bedrock Data (Marketo, Shopify, Desk.com, Eventbrite)

See a list of all Close.io integrations via Bedrock Data here.

Sync Marketo marketing leads in with Close.io leads and contacts

Automate the flow of leads from Marketo into Close.io or automate email campaigns in Marketo based on changing data in Close.io

Getting Your Accounts Ready

Sign Up for Bedrock Data

You can sign up for a Bedrock Data account here. After signup, you will be directed to the “Connectors” section to continue the setup process.

Choose and Connect Your Systems

In the “Connectors” section, all available system connectors will automatically appear on your screen.

Clicking the green "Install" button under the connector will open the Connector Settings screen for that connector. You will be prompted to provide the connection information required to connect to that system.

Connect Close.io

To connect your Close.io account to Bedrock Data, you will just need your API key. You can find your API key by:

  1. Login to your Close.io account
  2. Click on your Company Name and picture in the upper right-hand corner of the screen
  3. Select "Settings" from the drop-down menu
  4. Click on "Your API Keys" from the on-screen menu
  5. If there are no API Keys listed, click the "Generate New API Key" button
  6. Copy the value listed for "Existing Keys"

Once you have your API Key, simply enter it into the Connector Settings screen and click "Save"

Connect Marketo

Bedrock Data requires 3 pieces of information from Marketo in order to connect.

In Marketo, click the Admin link in the upper right-hand navigation and then on the left hand navigation expand Integration and then choose Web Services.

From the Web Services screen you will need:

  1. The host domain from the "Endpoint" field in the "SOAP API" section (do not include https:// and do not include anything after the first /, see the screenshots below for details)

  2. The "User ID" from the "SOAP API" section

  3. The "Encryption Key" from the "SOAP API" section

Once you have these three pieces of information, simply enter them into the Connector Settings screen and click "Save".  NOTE: The "Encryption Key" from Marketo should be entered into the "Secret Key" field in Bedrock Data.

Once you’ve connected both Marketo and Close.io, the next step is to tell Bedrock Data how to sync your data and define the data that should be synced.   We call this “Mapping” your fields. See “How to Setup Bedrock Data.”

 



Sync Shopify customer data with Close.io leads and contacts

Get Shopify’s rich customer data into Close.io for an up-to date picture of your customers.

Getting Your Accounts Ready

 

Sign Up for Bedrock Data

You can sign up for a Bedrock Data account here.  After signup, you will be directed to the “Connectors” section to continue the setup process.

Choose and Connect Your Systems

In the “Connectors” section, all available system connectors will automatically appear on your screen.

Clicking the green "Install" button under the connector will open the Connector Settings screen for that connector. You will be prompted to provide the connection information required to connect to that system.

 Connect Close.io

To connect your Close.io account to Bedrock Data, you will just need your API key. You can find your API key by:

  1. Login to your Close.io account

  2. Click on your Company Name and picture in the upper right-hand corner of the screen

  3. Select "Settings" from the drop-down menu

  4. Click on "Your API Keys" from the on-screen menu

  5. If there are no API Keys listed, click the "Generate New API Key" button

  6. Copy the value listed for "Existing Keys"

Once you have your API Key, simply enter it into the Connector Settings screen and click "Save"

Connect Shopify

To install Shopify in your Bedrock Data account, you will need the following:

  • Your Shopify Store Name

The Store Name is simply the sub-domain when you're logged in to your Shopify account. You just need what comes before the .com and before .myshopify.

Once you’ve connected both Shopify and Close.io, the next step is to tell Bedrock Data how to sync your data and define the data that should be synced.   We call this “Mapping” your fields. See “How to Setup Bedrock Data.”

 




Sync Desk.com customer, company and case data with Close.io leads and contacts

 

Give your sales team insight into Desk.com activities, enabling them to leverage any support data within their sales process. Additionally, keep your support team up-to-date with customer sales related activity by syncing Close.io data into Desk.com.

Getting Your Accounts Ready

Sign Up for Bedrock Data

You can sign up for a Bedrock Data account here.  After signup, you will be directed to the “Connectors” section to continue the setup process.

Choose and Connect Your Systems

In the “Connectors” section, all available system connectors will automatically appear on your screen.

Clicking the green "Install" button under the connector will open the Connector Settings screen for that connector. You will be prompted to provide the connection information required to connect to that system.

 Connect Close.io

To connect your Close.io account to Bedrock Data, you will just need your API key. You can find your API key by:

  1. Login to your Close.io account

  2. Click on your Company Name and picture in the upper right-hand corner of the screen

  3. Select "Settings" from the drop-down menu

  4. Click on "Your API Keys" from the on-screen menu

  5. If there are no API Keys listed, click the "Generate New API Key" button

  6. Copy the value listed for "Existing Keys"

Once you have your API Key, simply enter it into the Connector Settings screen and click "Save"

Connect Desk.com

To install Desk.com, you need the following information:

  • User's Email Address

  • User's Password

  • Your Desk.com URL (i.e. https://mycompany.desk.com/) - you need the HTTP

Once you’ve connected both Desk.com and Close.io, the next step is to tell Bedrock Data how to sync your data and define the data that should be synced.   We call this, “Mapping” your fields. See “How to Setup Bedrock Data.”

 


Sync Eventbrite registrant data with Close.io leads and contacts

 

Are you sick of manually importing event attendees from Eventbrite into Close.io? Automatically create or update Eventbrite’s attendee data in Close.io

Getting Your Accounts Ready

Sign Up for Bedrock Data

You can sign up for a Bedrock Data account here.  After signup, you will be directed to the “Connectors” section to continue the setup process.

Choose and Connect Your Systems

In the “Connectors” section, all available system connectors will automatically appear on your screen.

Clicking the green "Install" button under the connector will open the Connector Settings screen for that connector. You will be prompted to provide the connection information required to connect to that system.

 Connect Close.io

To connect your Close.io account to Bedrock Data, you will just need your API key. You can find your API key by:

  1. Login to your Close.io account

  2. Click on your Company Name and picture in the upper right-hand corner of the screen

  3. Select "Settings" from the drop-down menu

  4. Click on "Your API Keys" from the on-screen menu

  5. If there are no API Keys listed, click the "Generate New API Key" button

  6. Copy the value listed for "Existing Keys"

Once you have your API Key, simply enter it into the Connector Settings screen and click "Save"

Connect Eventbrite

Eventbrite uses OAuth to allow access to data via the API.  When you install the Eventbrite connector you will be prompted to walk through the Eventbrite authentication process.

Once authentication is complete simply click "Save".


Once you’ve connected both Eventbrite and Close.io, the next step is to tell Bedrock Data how to sync your data and define the data that should be synced.   We call this “Mapping” your fields. See “How to Setup Bedrock Data.”