How to connect SalesLink to third-party marketing platforms using Texada’s Marketing Integrator.
In This Article
Introduction
The Marketing Integrator is a new feature that seamlessly integrates marketing automation platforms (MAPs) such as HubSpot with Texada SalesLink. This integration streamlines lead management and synchronizes sales and marketing efforts, enabling dealerships to enhance their campaign management and improve lead conversion rates.
The following article will explain how to SalesLink, the Marketing Integrator, and your MAP can be used together to automatically transfer data between platforms.
This article makes frequent use of the acronym “MAP” to refer to your marketing automation platform of choice. Texada’s Marketing Integrator is currently compatible with the following MAPs:
- HubSpot
- Salesforce Marketing Cloud
Structure
The Marketing Integrator provides two-way communication between Texada SalesLink and your MAP, enabling the flow of critical data between the two systems:
SalesLink to Marketing Automation Platform
The Marketing Integrator allows SalesLink contacts to be enrolled into MAP workflows en masse.
Using the Contacts Enrollment tool, SalesLink contacts can be filtered by campaign and other criteria, then bulk enrolled into a workflow of your choice. SalesLink contacts that don’t already exist in your MAP will be created automatically, meaning you can quickly build out contact lists in your MAP based on existing SalesLink data.
Marketing Automation Platform to SalesLink
The Marketing Integrator can automatically create SalesLink leads from MAP deals.
Using the SalesLink Lead Creation Rules tool, you can establish rules to determine which deals should be brought into SalesLink as leads, and what the properties of the created leads should be. Once the Marketing Integrator is enabled, it will constantly poll your MAP in search of deals that meet your criteria. Matching deals will be reproduced as SalesLink leads with the properties you have specified.
Marketing Integrator
The following section outlines the Marketing Integrator functionality available within Texada WorkFlow. This is where the Contact Enrollment and SalesLink Lead Creation Rules pages can be found.
Contact Enrollment
The Contact Enrollment page allows you to review MAP workflows and enroll new contacts in those workflows. To access this screen, log in to Texada WorkFlow and select Contact Enrollment from the left navigation menu.
- MAP Workflows
Existing MAP workflows compatible with the Marketing Integrator are listed here. Use the search bar at the top of the panel to filter the list of workflows. If using HubSpot, see "HubSpot workflows" for more information.
Using this panel, you can enroll contacts from SalesLink campaigns into MAP workflows. To do this, click on the desired workflow to select it, then click the “Enroll Contact” button. See “Enroll Contacts in a Workflow” for more information. - Contacts Enrolled in Selected Workflow
Once you have selected a workflow from the list, this panel will display a list of contacts currently enrolled in that workflow. Use the search bar to filter the list of contacts.
Enroll Contacts in a Workflow
From the Contact Enrollment screen, select a workflow then click “Enroll Contact” to open the Contacts Enrollment window. This allows you to enroll contacts into the selected workflow based on their SalesLink campaign.
- SalesLink Campaigns
Existing SalesLink campaigns are listed here. These campaigns can be managed via the Campaigns screen in SalesLink - Executive.
Begin typing into the search bar at the top of the campaign list to filter it. Click on a campaign to see the list of contacts currently being targeted by it (3). - Contact Search Options
Use these filters to further refine the list of campaign contacts (3). Once you have entered the desired filters, click the “Search” buttonto apply them.
- Campaign Contacts
Contacts targeted by the selected campaign that match the currently-applied filters are listed here. Check the checkbox to the left of a contact to select it. - Select All / Deselect All Buttons
Click to select or deselect all campaign contacts matching the current filter. Note that this will affect contacts on all pages, not just those on the currently-displayed page. - Enroll Selected Contacts
Click to enroll all selected contacts in the MAP workflow you selected on the Contact Enrollment screen.
Whenever a SalesLink contact is enrolled in an MAP workflow, the Marketing Integrator will use the contact’s email address to determine whether that contact already exists in your MAP. If a match is found, the existing contact will be enrolled in the workflow. If no match is found, a new MAP contact will be created, then enrolled in the workflow.
Enrolled contacts are queued to be imported into your MAP. This import can take a few minutes; if you do not see your contacts appear, please allow a short while for the import to complete.
HubSpot’s Lists feature can be used to create lists of enrolled contacts.
SalesLink Lead Creation Rules
The SalesLink Lead Creation Rules screen allows you to establish the rules the system uses to create SalesLink leads from MAP deals. To reach this screen, open Marketing Integrator and select SalesLink Lead Creation Rules from the left navigation menu.
A lead creation rule is essentially a filter paired with a list of SalesLink lead properties. Each rule is a set of instructions that tells the system, “If you find an MAP deal that matches these filters, create a SalesLink lead with the following properties”.
By carefully maintaining your list of lead creation rules, you can ensure that MAP deals are routinely and accurately reproduced in SalesLink.
Add or Edit a Lead Creation Rule
Click the “Add Rule” button 
- Order of Resolution
This rule’s order of resolution. Lead creation rules are resolved in ascending order of resolution: rule 1 is resolved first, followed by rule 2, then rule 3, and so on. Order of Resolution is important in cases where an MAP deal meets multiple lead creation criteria, as the lead will be created according to the logic of the first matching rule. For example, if an MAP deal meets the lead creation criteria of rules 2 and 5, it will be imported into SalesLink according to the logic of rule 2. - Rule Name
The rule’s name. This is for identification purposes only and does not affect the rule’s behavior. - Marketing Record Characteristics
This section contains a series of filters for MAP deals. Deals that match these filters will be imported into SalesLink with the properties listed in the SalesLink Lead Properties section (4). - SalesLink Lead Properties
This section allows you to establish the properties of the SalesLink leads that are created from the MAP deals that match the filters established in the Marketing Record Characteristics section (3). - Save Rule
Once you are finished editing the rule’s properties, click this button to create it.
HubSpot
The following section outlines a number of HubSpot features relevant to the Marketing Integrator.
IMPORTANT
In order to integrate HubSpot with SalesLink, your organization must have a paid Sales or Service seat with HubSpot. This is required in order to install the SalesLink integration application from the HubSpot marketplace.
If you are unsure what kind of seat your organization has or want to upgrade, please contact your HubSpot account representative.
Workflows
The Workflows screen in HubSpot allows you to manage marketing workflows. Workflows that are compatible with the Marketing Integrator will appear in the “HubSpot Workflow” panel at the top of the Contact Enrollment screen.
To access the Workflows screen, select Automations → Workflows from the left navigation menu.
Click the “Create workflow” button in the top-right corner of the screen to create a new workflow.
There are several different types of HubSpot workflows, as indicated by the “Object Type” column. Marketing Integrator currently works with workflows of type “Contact”.
Lists
Once you have started enrolling contacts into workflows, you can use HubSpot’s Lists feature to generate lists of contacts participating in each workflow.
To access this feature, select CRM → Lists from the left navigation menu.
Create a List
To create a new HubSpot list, click the “Create list” button in the top-right corner of the Lists page. To create a list that captures the contacts enrolled in a particular workflow, select the following options during list creation:
- On the Create a list screen, select “Contact-based” as the list’s type. Under “What kind of list are you creating?”, select “Active”. Click “Next” to continue.
- On the following screen, click the “Add filter” button
to add a new filter. Search for a filter called “Workflow enrollment” and select it. A list of your HubSpot workflows will appear. Select the workflow you’d like to filter on, then click “Save list” to create your list.
View a List
Once you have created a HubSpot list, you can view it by clicking on its name on the Lists page. This will display the contacts currently included in this list.
You can confirm that a list has been created correctly by looking at the Filters panel on the left side of the screen. A workflow-centric list should have a filter that reads “...is currently active in [Workflow Name]”, as in the example below.
Create a Deal
A ‘deal’ in HubSpot is equivalent to a ‘lead’ in SalesLink. HubSpot deals can be created in a number of ways depending on your system’s configuration. For example, they may be created automatically as a result of a workflow or marketing form completion.
Deals can also be created manually via the Deals page in HubSpot. To reach this page, select CRM → Deals from the left navigation menu.
To create a new deal, click the “Create deal” button 
Marketing Integrator will routinely check created HubSpot deals against the rules established on the SalesLink Lead Creation Rules page. Matching deals will be automatically reproduced in SalesLink.
SalesLink
The following section outlines a number of SalesLink features relevant to the Marketing Integrator.
Campaigns
The Campaigns screen in SalesLink - Executive allows you to view, create, and edit campaigns. SalesLink campaigns are an important aspect of the Marketing Integrator, as contacts included in these campaigns can be enrolled in MAP workflows via the Contact Enrollment screen.
Click the “Add” button in the top-right corner of the screen to create a new campaign, or click the “View” button next to an existing campaign to edit its details.
Campaign Details
The campaign details screen contains lots of useful information about a campaign. The “Campaign Effectiveness” panel in the top-right corner of the screen shows a breakdown of the number of customers in each stage of the sales funnel.
Click “Search Existing Accounts” to search for customers to add to the campaign. Click “Open Marketing Integrator” to quickly jump to the Marketing Integrator.
For more information on campaigns, see “Campaigns (SalesLink - Executive)”.