Integrate Knowledge Base

Getting Started with Social Connectors

The Integrate Social Solution.

Leads convert better when you follow up faster. Integrate’s social connectors (with LinkedIn & Facebook) allow you capitalize on speed and accuracy- the good leads show up in your database right away, boosting your pipeline with opportunities to convert and drive revenue.

Learn more about The Integrate Social Solution on our website.

Partnering with:    

 

Ready to get started with our social connectors?

Here is an overview of the process that your Integrate team will walk through with you:

  1.   Identify your key Social team members
    • Connector Authenticator:  Who has the permissions within their LinkedIn / Facebook user account to authenticate? 
    • Social Power User:  Who will be building Social Campaigns & Sources within the Orchestrate platform?


  2.   Enable Integrate Social credentials for key Social team members
    • Prerequisite: Confirmed Orchestrate logins for key Social team members
    • Completed by Integrate Customer Success Manager with Product Support team [SLA = 3 days]

  3.   Complete Connector Authentication within Orchestrate
    • Completed by Connector Authenticator with guidance from Integrate Customer Success Manager or using instructions (LinkedIn / Facebook)

  4.   Participate in Orchestrate Training to Build & Manage Social Campaigns
    • Prerequisite: Completed “Set-up Details” template sent Integrate team
    • Lead by Integrate Training Manager with active participation from Social Power User

    * (OR if you have an Integrate managed service package, we’ll review that set-up process with you)

For additional information, contact your Integrate Customer Success Manager.


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