Ensure Engagio Has Your Data

Ensure Engagio Has Your Data

Learn how to properly connect your data sources before leveraging Engagio. This is the first step towards setting up your instance. Note that you may not need/have all of our possible integrations.

About this course

What You’ll Learn:

  • Properly connect your data sources with Engagio

Who Should Take This Course:

This course is designed for Engagio administrators as the first step towards setting up your Engagio instance. Note: You most likely won’t need or have all of these integrations.  

 

Time Expectations:

Time varies depending on type and amount of data sources you are integrating. Keep in mind that Salesforce and Marketo are the most involved integrations.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

 

Curriculum

  • Overview
  • Integrations Overview
  • Salesforce Integration
  • Step 1 Add SFDC AppExchange Package
  • Step 2 Obtain Your SFDC Credentials
  • Step 3 Connect SFDC & Engagio
  • Step 4 Add Engagio Fields to SFDC Layouts
  • Step 5 Add Engagio Native Charts to SFDC
  • Step 6 Add Engagio as a Tab in SFDC
  • Marketo Integration
  • Steps in Marketo & Engagio
  • oAuth Integrations
  • Eloqua
  • Hubspot
  • Outreach
  • Pardot
  • PFL
  • RollWorks
  • SalesLoft
  • Terminus
  • Web Tracking Script
  • Feedback
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Properly connect your data sources with Engagio

Who Should Take This Course:

This course is designed for Engagio administrators as the first step towards setting up your Engagio instance. Note: You most likely won’t need or have all of these integrations.  

 

Time Expectations:

Time varies depending on type and amount of data sources you are integrating. Keep in mind that Salesforce and Marketo are the most involved integrations.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

 

Curriculum

  • Overview
  • Integrations Overview
  • Salesforce Integration
  • Step 1 Add SFDC AppExchange Package
  • Step 2 Obtain Your SFDC Credentials
  • Step 3 Connect SFDC & Engagio
  • Step 4 Add Engagio Fields to SFDC Layouts
  • Step 5 Add Engagio Native Charts to SFDC
  • Step 6 Add Engagio as a Tab in SFDC
  • Marketo Integration
  • Steps in Marketo & Engagio
  • oAuth Integrations
  • Eloqua
  • Hubspot
  • Outreach
  • Pardot
  • PFL
  • RollWorks
  • SalesLoft
  • Terminus
  • Web Tracking Script
  • Feedback
  • Tell Us What You Think