Integrate Salesforce, Intercom, and Stripe: A Comprehensive Guide

Are you a marketer, who is struggling to integrate Salesforce, Intercom, and Stripe data? If yes, then you have landed at the right place.

This blog will introduce you to Salesforce, Stripe, Intercom, and how to integrate these three platforms. It will also discuss the need and benefits of this integration.

Let’s see how this blog is structured for you:

Connect your Integrated Data to BI Tools

• Integrate your data in a data warehouse, and then visualize it in a BI tool. The various data warehouses that you can use are Amazon Redshift, Google BigQuery, Snowflake, etc.
• Popular BI tools are Microsoft Power BI, Tableau, Looker, etc. Let’s consider Amazon Redshift as our data warehouse and Power BI as our BI tool.
• You can refer to this article to connect Amazon Redshift to Microsoft Power BI. 

Various types of report that you can make are:

1. CMO Dashboards.
2. Email Performance Report
3. KPI Reports
4. Marketing Campaign Performance Report
5. Marketing KPI Report

Integrate Salesforce, Stripe and Intercom Using HevoIQ

Steps to integrate Salesforce with Intercom and Stripe using HevoIQ is listed below:

• Step 1: Connect: Connect your Salesforce with HevoIQ just by providing the credentials.
• Step 2: Integrate: Integrate your data with Intercom and Stripe, store it in our fully-managed data storage, and make it analytics-ready. 
• Step 3: Analyze: Connect and visualize your unified data in your preferred BI tool and derive actionable insights in minutes.

HevoIQ offers various benefits as listed below:

1. HevoIQ will connect with a range of marketing applications and pull data in minutes.
2. HevoIQ provides access to the most accurate and real-time data without any coding.
3. Say goodbye to data silos as HevoIQ eliminates it for you. 
4. You will have the flexibility to choose the data warehouse and BI tools.
5. Now you can focus more on insights as you don’t have to invest time in data preparation.
6. You will have more time for doing research, identifying opportunities, and new customer acquisition.

What is the Need to Integrate Salesforce, Intercom, and Stripe?

• To achieve great heights in your business, you need to constantly evolve your business. The best way to improvise your business is by interacting with your customers. Intercom helps you achieve this interaction.
• Every business needs investments to keep it running smoothly. Stripe offers a payment processing platform with the help of an API. Customers can connect their banks with your business account using Stripe. With the help of Salesforce, you can have an entire enterprise suite for customer service.
• All these platforms can act as a building block in your marketing. The data in these platforms need to be consolidated, to get a better understanding of your business growth.
• When you integrate the data and store it at a single location, it becomes easier for you to access and perform operations on it.
• With the help of the integrated data, dashboard creation becomes convenient and easy. Integration makes sure that your sales lead data is always available to you.

What will Marketers Achieve from this Integration?  

• Marketing data is increasing and evolving day by day. It is important to consolidate this data. Data integration refers to data brought from various sources and presented to decision-makers in a structured format.
• Marketers integrate data so that they can read and interpret it easily. The most important reason why marketers integrate data is to eliminate data silos.
• Everyone in the organization should be able to access and interpret it easily.
• When marketers integrate their data into a single source, they will be able to optimize marketing data through metrics, KPIs, and dimensions. With such integration, you will be able to track different campaigns at a single place.
• All these campaigns can be compared with each other at a single platform conveniently. 

How to Use your Integrated Data? 

• To make better decisions, marketers integrate their data from various platforms. Data integration can be achieved by using the ETL process.
• You can extract your data from multiple sources, transform it to get clean and consistent data, and then load it in your database or data warehouse.
• Once the data is loaded in a database or a data warehouse, data silos will be eliminated automatically.
• Now, you can load your integrated data in a BI tool of your choice. Some of the popular BI tools are Microsoft Power BI, Google Data Studio, Tableau, etc.
• BI tools support live reports and dashboards. The on-premise feature helps your business to get updated data. So, if there are any changes in the data, it will be directly reflected in your dashboard.
• The integrated data helps you in making dashboards for KPI, metrics, and dimensions. The integrated data will help marketers plan strategies and measure the success and failure of the business. 

Conclusion

• In this blog, you have learned about Salesforce, Intercom, and Stripe. You have also learned about the need to integrate Salesforce with Intercom and Stripe.
• You can use HevoIQ to achieve this integration and analyze your data conveniently. HevoIQ supports pre-built integrations from 100+ data sources and efficiently loads data from various sources like Salesforce, Intercom, and Stripe to any destination for free.

Share your experience of integrating Salesforce with Intercom and Stripe in the comment section below.