We at PX are excited to start the onboarding process with you. Having built out thousands of integrations already, we believe that working together is a key to turning it into a smooth process.
- PX integration with a CRM or webhook
- Integration procedure
- When the integration is complete?
- What can I prepare to expedite the integration process?
- Who is my point of contact during the integration?
- I use third-party CRM and/or webhook and don't have specification requirements available. What should I do?
- What's the difference between pushing campaign API settings live and activating a campaign?
- I use testing and production environments. Does it affect the integration?
- When are filter rules applied?
- What are some examples of basics PX sees frequently?
PX integration with a CRM or webhook
Our team is ready to find the right setup for the integration with the CRM and/or webhook you use. Some of the marketing tools, webhooks, and CRM platforms PX is integrated with:
To expedite the process, collect clear specs and campaign details such as filter settings or specific lead values listed before the integration.
As soon as we receive the full specification, our integration team starts building the campaign, following regular steps, in short:
- configure the connection with your API/CRM/Webhook;
- map all the fields and values you collect and accept;
- map the responses your API/CRM/Webhook sends to our Posts.
Once complete, our integration team will reach out with an initial test lead request to confirm correct posting results.
With clear specs and a standard integration process, these steps are usually complete within 2 business days. More complex and detailed integrations might take up to 5 business days.
Once the integration is finalized and confirmed, your sales manager initiates a kickoff call with you and your client success manager to review your key objectives and priorities and help you configure your commercial settings:
At that point, you're all set and ready to start receiving your first leads.
When the integration is complete?
If your specification is clear and complete and you're ready on your end, we can complete your campaign integration in up to 5 business days:
- When campaign API settings are complete, our team sends over a test.
- If your input is required, our team reaches out to you, including as many and details as possible.
- A quick and detailed response enables us to expedite the integration process.
What can I prepare to expedite the integration process?
Clear and complete specification about how to integrate a campaign in your API/Webhook/CRM enables our team to build the campaign in PX in 2 business days. A request or test example is very useful for us as well.
Who is my point of contact during the integration process?
I use third-party CRM and/or webhook and don't have specification requirements available. What should I do?
Our integration team can help you with the communication between you and technical contact of the CRM and/or webhook you use. Together we will make sure to complete the integration in PX.
What's the difference between pushing campaign API settings live and activating a campaign?
- When a successful test is approved, PX pushes the campaign's API settings live using your live/production credentials.
- After this step, the campaign needs to be activated to receive leads.
- Then it becomes active in our Open Exchange (or Private Exchange for Private marketplaces) and starts receiving pings and/or posts from our active publishers.
We try our best to make sure all tests are successful and settings are correct before your campaign settings are pushed live.
I use testing and production environments. Does it affect the integration?
If you use testing and production environments, inform our team before the start of the integration so that we send test leads to the correct environment:
- Any test credentials we should be aware of (ID, authentication token, key, test post URL, specific test values, etc. meant for test leads);
- Please also let us know if specific authentication keys, campaign id’s, posting URL’s, etc. should be used for testing and production;
- Any test values we can use to enforce a successful response.
When are filter rules applied?
Once your integration is complete and tested successfully, our team pushes the API settings of your campaign live. At that point, your sales manager connects you to coordinate the campaign kickoff and launch. During this kickoff, filter management settings are discussed and applied.
What are some examples of basics PX sees frequently?
Besides the contact data and vertical-specific information we pass to lead buyers, we frequently pass fields:
See other onboarding topics.