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.
Table of Contents
Let’s see how this blog is structured for you:
- Introduction to Salesforce
- Introduction to Stripe
- Introduction to Intercom
- What is the Need to Integrate Salesforce, Intercom, and Stripe?
- What will Marketers Achieve from this Integration?
- How to Use your Integrated Data?
- Connect your Integrated Data to BI Tools
- Integrate Salesforce, Stripe, and Intercom Using HevoIQ
Introduction to Salesforce
Salesforce is one of the most popular Saas based Customer Relationship Management (CRM) tools. It also provides an enterprise suite for customer service. It stores customer data, contact data, marketing data, and manages integration with other platforms. Salesforce helps you create a solution according to your business needs. Its pay as you go policy, live technical support, cloud-based technology makes it an attractive choice.
Introduction to Stripe
Stripe is an American payment platform founded in 2010. It transfers payments from a customer account to your business account easily. It acts as a payment gateway and a third-party payment tool. It can be used for online and offline payments. Stripe offers APIs to developers so that they can integrate payment processing with their applications. Stripe uses a cloud-based infrastructure that provides scalability and security to its users.
Introduction to Intercom
Intercom is an American software company founded in 2011. It is a messaging platform that allows your business to communicate with its customers. The Intercom platform helps your business track and filter data. The data includes payment details, conversations, past purchases, etc. In the year 2018, Intercom had 30,000 paying customers.
HevoIQ: Integrate and Analyze your Data Conveniently
HevoIQ can integrate data from 100+ data sources in minutes. It efficiently loads data from various sources like Salesforce, Intercom, and Stripe to any destination for free. It can automate your data flow at a reasonable price.GET STARTED WITH HEVOIQ FOR FREE
Let’s see some unbeatable features of HevoIQ:
- Fully Automated: HevoIQ can be set-up in minutes and requires minimal maintenance.
- Pre-Built Integrations: HevoIQ supports pre-built integrations from 100+ marketing data sources.
- Real-Time: HevoIQ supports real-time data migration so that it is always ready-to-analysis.
- Historical Data Load: HevoIQ can automatically pull your historical data, which can be analyzed easily.
- Live Support: HevoIQ team is available round the clock to provide exceptional support to you through chat, email, and call.
Transfer Data from sources like Stripe to your target destination for Free!
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.
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:
- CMO Dashboards.
- Email Performance Report
- KPI Reports
- Marketing Campaign Performance Report
- Marketing KPI Report
These are some examples of the report that you can create using BI tools.
Integrate Salesforce, Stripe and Intercom Using HevoIQ
You can use HevoIQ, to integrate Salesforce with Intercom, and Stripe. HevoIQ will automate your data flow. It can be set-up in minutes and requires zero maintenance. Data silos will not be there, and it will act as a single source of truth for your marketing data.
Now you can transfer data from Stripe to your target Destination for Free using Hevo!
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:
- HevoIQ will connect with a range of marketing applications and pull data in minutes.
- HevoIQ provides access to the most accurate and real-time data without any coding.
- Say goodbye to data silos as HevoIQ eliminates it for you.
- You will have the flexibility to choose the data warehouse and BI tools.
- Now you can focus more on insights as you don’t have to invest time in data preparation.
- You will have more time for doing research, identifying opportunities, and new customer acquisition.
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.VISIT OUR WEBSITE TO EXPLORE HEVOIQ
Want to take HevoIQ for a ride? SIGN UP and transfer data from sources like Stripe to your target destination for Free using Hevo!
Share your experience of integrating Salesforce with Intercom and Stripe in the comment section below.