Send your event data from RudderStack to Freshmarketer.
7 minute read
Freshmarketer is a Freshsales ecommerce CRM platform. It is a marketing automation tool that offers a unified marketing, sales, and CRM platform to engage your customer base and grow your business.
RudderStack supports Freshmarketer as a destination where you can seamlessly send your event data.
You can use the RudderStack track call to track the user activities in Freshmarketer.
To make a track call successfully, you must map the event to be sent in the track call in the Map your events with Freshmarketer Standard Events dashboard setting.
RudderStack supports the following track events:
Lifecycle stage
Lifecycle stage events capture the decision journey of a customer. Refer to the Freshsales documentation to create lifecycle stages in Freshmarketer.
RudderStack lets you update the status of a contact in their lifecycle stage by using either the lifecycleStageId or lifecycleStageName.
lifecycleStageName is a case-sensitive field and throws an error if not used in the intended manner.
A sample track call for a lifecycle stage event is shown below:
The following table lists the property mappings betweeen RudderStack and Freshmarketer for lifecycle stage events:
RudderStack property
Freshmarketer property
email Required
email
lifecycleStageName Required, if lifecycleStageId is absent.
lifecycleStageName
lifecycleStageId Required, if lifecycleStageName is absent.
lifecycle_stage_id
Sales activities
Sales activities events can be used to track any activity related to a contact/deal/account. Refer to the Freshsales documentation to create sales activities in Freshmarketer.
RudderStack lets you create the status of a contact by using either the salesActivityTypeId or salesActivityName.
A sample track call for a sales activity event is shown below:
The targetable_type field denotes the entity for which the sales activity has been created and can take Contact/SalesAccount/Deal as its value. However, if its value is set to contact, then either the targetable_id or email is required.
Group
The group call lets you link an identified Freshmarketer contact with a company, organization, or an account. You can also record any custom group traits like the company name, number of employees, etc.
To make a group call successfully, you must pass the groupType field with value as accounts or marketing_lists.
RudderStack passes the other relevant details associated with the Freshmarketer account.
Note that:
If name already exists, RudderStack updates the Freshmarketer account details. Otherwise, it creates a new account in Freshmarketer.
RudderStack also checks if the contact’s email is present in the context.traits object. If yes, RudderStack links the contact to the Freshmarketer account.
A sample group call is shown below:
rudderanalytics.group("group01",{groupType:"accounts",name:"Alex Keener",phone:"1234567890",numberOfEmployees:51,annualRevenue:10000,zipcode:90009,street:"6649 N Blue Gum Street",city:"New Orleans",state:"Louisiana",country:"USA"},{context:{traits:{email:"alex@example.com"}}});
The following table lists the mappings between the RudderStack and Freshmarketer properties to create or update an account:
Marketing lists help you group contacts into lists which you can quickly invoke for marketing campaigns and bulk emailing.
RudderStack lets you add one or more contacts to a specified marketing list. To do so, you need to provide the contact’s email and listId/listName. Also, RudderStack creates a new marketing list if the listName (case-sensitive) does not exist already.
A sample group call to add a contact to a marketing list is shown below:
The following table lists the property mappings between RudderStack and Freshmarketer to create marketing lists:
RudderStack property
Freshmarketer property
email Required
email
listId Required, if listName is absent.
listId
listName Required, if listId is absent.
listName
Type conversion and invalid format error
The following event properties accept only the number data type:
territoryId
leadSourceId
ownerId
campaignId
contactStatusId
lifecycleStageId
industryTypeId
businessTypeId
numberOfEmployees
parentSalesAccountid
If any of the above properties are present in any identify or group call in a different format, RudderStack will try to convert them into the number data type. If the type conversion is unsuccessful, RudderStack will give an “invalid format” error.
FAQ
Where can I find the Freshmarketer API key?
To obtain your Freshmarketer API key, follow these steps:
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