This integration is Destination only, meaning you can send data out of Heap but not send data into Heap.
Overview
With this integration, digital marketers can incorporate the granular user behavioral data available from Heap into marketing campaigns without additional engineering effort. Campaigns can be more effectively personalized to better drive critical product and business outcomes, like activation, trial conversion, and retention.
Setup
Step 1: Enable the SFMC Destination in Heap
From within Heap, navigate to Integrations > Developer hub and click the Create New Integration button.
On the page that appears, populate the fields as follows:
- Title: Add a title for this integration at the top
- Webhook URL: Add the URL provided by Sureshot
- OAuth Redirect URL: Leave this empty
- Identity: Provide a value for how users are identified (i.e. email, user ID)
Click the Save button to complete the setup process.
Step 2: Sync Heap Segments to Salesforce Marketing Cloud
For an overview of what segments are and how to make them, see our Segments Overview.
The Heap segment names you choose can not include any special characters because SFMC does not allow special characters in their Data Extension names.
From within Heap, select the segment that you’d like to sync to SFMC. On the segment details page, scroll to the Integrations section and enable the toggle next to SFMC by Sureshot.
On the pop-up that appears, select either Enable Recurring Sync or a one-time Sync (Sync now).
The segment will begin syncing immediately, and you should see a Data Extension in SFMC with the same segment name within 2-5 minutes. We only allow you to have 30 segments recurrently syncing to SFMC at one time. After the first sync completes, the segment will update every 4 hours.
All users that belong to the Heap Segment will be added to the corresponding SFMC Extension as records. If users are removed from the Heap segment due to the Heap segment criteria, they will be removed from the SFMC Data Extension during the next sync.
Step 3: See Data Extension records in SFMC
Data Extensions can be found in Salesforce Marketing Cloud under Audience Builder > Contact Builder > Data Extensions.
Select Data Extensions to view all Data Extension that have been added, along with the records that have been added to it.
More Information about Data Extensions and their usage can be found in the Salesforce guide to Data Extensions.