Consensus Glossary: Your Guide to Key Terms

Section 6: Integration Terms

CRM Integration: Connects Consensus with tools like Salesforce.

• Log demo views in contact records.
• Unifies sales and demo data.

*CRM Sync: a function that integrates data, particularly demo engagement analytics and lead information, directly with CRM systems.

• Requires API credentials from both Consensus and the CRM
• It provides visibility into demo views and engagement data

MAP Integration: Syncs with Marketo. 

• Nurture automation, engagement scoring.
• Powers more innovative campaigns.

Embed Code: HTML snippet to embed demos externally.

• Product pages, blog posts, etc.
• Expands reach.

Webhooks: Send live data to external systems.

• Custom lead routing or Slack alerts.
• Enables automation.

SSO Integration: Enterprise login via identity provider.

• Company-wide secure access.
• Simplifies user management.

Sales Engagement Integration: Insert demos into tools like Outreach.

• Demos in sequences or templates.
• Boosts demo usage in prospecting.

Lead Capture Sync: Auto-syncs capture leads for CRMs or MAPs.

• Form submission → CRM lead creation.
• Saves time, improves tracking.

API Access: Direct programmatic access to Consensus data.

• Build custom dashboards or tools.
• Enables tailored workflows.

Demo Data Sync: Pushes view and engagement data into external platforms.

• Populate CRM fields from Demolytics.
• Closes data loop for reporting.

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