Technical Services

Ion Integration

Built-in integration between Ion and a predefined marketing automation instance

Empower your content marketing strategy with first-party data from interactive content

The Ion Integration project connects Ion with a predetermined CRM or marketing automation tool to surface relevant information from the platform directly to your marketing and sales teams.
Specialized
Team

Best-in-class expert designers to get hands-on for you and make your interactive content strategy a reality

Preferred
MarTech

Ion is an enterprise-grade platform that empowers modern marketers with a wide variety of integrations available

Revenue
Acceleration

Capture and send leads and interaction data to your marketing automation instance and bring velocity to your sales cycle

Project
Management

Project Manager figure to lead and oversee your project plans and deliverables from start to completion

Everything you need to know about this agreement

What you will get from this agreement

The scope of this project consists in 1 (one) built-in integration between Ion and a preselected instance from a prefixed list of tools available, including a combination of Basic Lead Data fields (name, email address, phone number, and the like) and Ion Core Data fields (IP address, Geolocation, and the like), and up to 20 custom fields based on information provided by the client.

How will this agreement be delivered

The following activities and deliverables may take place through the course of your agreement:
  • Welcome email to align on the project's goals, particularities, scope, and timeline
  • Active communication to gather from the client the assets needed for the integration 
  • Technical support to put together the field mapping for the integration to be provided by the client
  • Demo creative to test and validate the integration
  • One single round of consolidated revisions to the field mapping provided

Which marketing tools are available

The following instances are available to be selected for this project:
  • Act-On
  • Eloqua
  • HubSpot
  • Insider
  • Marketcloud (Salesforce)
  • Marketo
  • Pardot
  • RD Station
  • SFDC (Salesforce)
  • Zoho
If your automation instance is not part of this list, please talk to your sales representative to confirm feasibility and get a custom quote.

What items are out of scope

This particular project is not meant to create an integration outside the predefined list of tools available and does not include (1) custom feature and advanced capabilities, (2) maintenance of the integration moving forward, and (3) any additional assets and out-of-scope requests. These items are available in our solutions portfolio and can be purchased separately, please talk to your sales representative for further details.

Does the default list of available tools not include your automation instance?

Please consult with your sales representative and share what exact type of integration with the Ion platform you are looking for. A custom-scope project is available and we can run a technical feasibility review and provide you with an estimate for your tailor-made Ion Integration agreement, including SSO (SAML2.0), different automation tools and extra fields for your conversion forms.