Salescamp CRM Destination

Salescamp CRM Destination

Now it’s easy to send customer data to Salescamp from Segment. Once you’ve tracked your data through Segment’s open source libraries Segment will translate and route your data into Salescamp in a format they understand.

This destination is maintained by Salescamp. Feel free to contact us at hello@salescamp.app for any help.

NOTE: The Salescamp Destination is currently in beta, which means that they are still actively developing the destination. This doc was last updated on September 25, 2019. If you are interested in joining their beta program or have any feedback to help improve the Salescamp Destination and its documentation, please let their team know!

Getting Started

Segment’s Salescamp destination allows you to identify leads without using rest APIs.

The first step is to make sure Salescamp CRM supports the source type and connection mode you’ve chosen to implement. You can learn more about what dictates the connection modes we support here.

WebMobileServer
📱 Device-mode
☁️ Cloud-mode
  1. From your Segment UI’s Destinations page click on “Add Destination”.
  2. Search for “Salescamp” within the Destinations Catalog and confirm the Source you’d like to connect to.
  3. Drop in the “API Key” into your Segment Settings UI which you can find from your Salescamp’s dashboard.

Identify

The Salescamp destination makes it simple to integrate from Segment and send data to Salescamp. This destination feeds your prospective customers into Salescamp as Leads from your website or mobile app.

Let’s go through a quick javascript example of identifying a customers

If you haven’t had a chance to review Segment’s spec, please take a look to understand what the Identify method does. An example call would look like:

analytics.identify('YOUR_USERS_ID', {
  firstname: 'Pete',
  lastname: 'Gibbons',
  title: 'VP of Derp',
  email: 'peter.gibbons@initech.com',
  company: 'Initech',
  phone: '570-690-4150',
  state: 'California',
  rating: 'Hot',
  city: 'east greenwich',
  postalCode: '94115',
  country: 'USA',
  street: '19123 forest lane',
  state: 'RI'
});

When you call identify, we’ll check to see if this Lead exists based on the YOUR_USERS_ID trait. If it does, Segment will update the contact with the traits you’ve passed in your identify call, otherwise Segment will create a new contact.

Custom traits

In order to send custom traits in Salescamp with Segment, you need to make sure you create the custom Lead Field inside Salescamp prior to sending the data.


Personas

You can send computed traits and audiences generated through Segment Personas to this destination as a user property. To learn more about Personas, reach out for a demo.

For user-property destinations, an identify call will be sent to the destination for each user being added and removed. The property name will be the snake_cased version of the audience name you provide with a true/false value. For example, when a user first completes an order in the last 30 days, we will send an identify call with the property order_completed_last_30days: true, and when this user no longer satisfies we will set that value to false.

When the audience is first created an identify call is sent for every user in the audience. Subsequent syncs will only send updates for those users which were added or removed since the last sync.

Settings

Segment lets you change these destination settings via your Segment dashboard without having to touch any code.

API Key

Login to www.salescamp.app and go to setting - > integration -> segment

Events

Salescamp only track events that mention in below list. Salescamp recommend you to add event in below list that important for your sales process (ex. “Demo Request Placed”, “Order Placed” etc.)

Adding Salescamp CRM to the integrations object

To add Salescamp CRM to the integrations JSON object (for example, to filter data from a specific source), use one of the 1 valid names for this integration:
  • Salescamp CRM


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