Getting Started: Connect and Configure your Tech Stack

Connect your tech stack to begin launching campaigns.

Ad Channels

• How to: Connect Meta (Facebook / Instagram)
  • How to: Add Meta (Facebook / Instagram) Permissions for Professional Services and Tech Support

• How to: Connect LinkedIn
  • How to: Create LinkedIn Business Manager and Share Assets with Metadata

• How to: Connect Google
  • How to: Add Google Ads permissions for Professional Services and Tech Support

• How to: Connect Twitter

Marketing Automation Platform

How to integrate:

• Marketo
• Hubspot Marketing Automation
• Oracle Eloqua
• Salesforce Pardot

Best practices:

• Configure Field Mappings
• Normalize Data for Revenue / Employee / Industries / Countries / States
• Configure Marketing Automation Settings
• Submit Test Leads

Install Website Scripts

• Metadata Site Script
• Site Visitors Pixel

Connect CRM

• Salesforce
• HubSpot CRM

Best practices:

• How to: Configure Opportunity Attribution

Connect Third-party Apps

• Bombora Intent
• G2 Intent
• Google Analytics 4 (GA4)
• Slack