Marketing 360

Marketing 360

The Marketing 360® integration allows for a one-way sync from FieldPulse to Marketing 360® of the following information:

• Customer Name

• Phone Number

• Email Address

• Address

• Lead Source

• Customer Type/Status

• Pipeline Status

• Custom Tags

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Learn More about Marketing 360®

Marketing 360® is a technology company that provides business marketing and marketing software and services for SMBs and franchises. The Marketing 360 platform gives SMBs everything they need to manage and grow their business from a singular platform, including the ability to — build a professional website, manage content marketing, run multi-channel digital advertising campaigns, accept and manage payments, manage leads and customers, monitor reviews, manage SMS, syndicate business listings, and more.

To learn more about setting up the integration, click here. If you’re interested in learning more about Marketing 360®‘s services and prices, click here.

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Integration Set Up

1. In Marketing 360, navigate to Dashboard, then select Settings.

2. Select Developers, then click Add New Key.

3. Enter FieldPulse as the Key Name. Select the CRM checkbox, then click Create Key.

4. A new API Key will be created, providing you with the Client ID and Client Secret. Copy the Client ID and the Client Secret. (Note: If you navigate away from this page or press Done, you will not be able to access the Client ID and Client Secret again without repeating the steps outlined above.)

5. Use the chat in the bottom right corner to provide your Client ID and Client Secret to the FieldPulse Support Team. Our team will complete the remaining steps to set up your integration!

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Sync Instructions

In order to sync lead sources, custom tags, customer types, and statuses, the list of options must exist in both Marketing 360® and FieldPulse. If the matching values are not available in Marketing 360®, then the value will not sync.

1. In Marketing 360, navigate to Dashboard, then select CRM.

2. Once on the CRM page, select Settings.

3. You can now add/adjust the various Marketing360 fields to ensure they match your entries in FieldPulse.

FieldPulse Field

Marketing 360 Field

Set Up Process

Lead Source

Manual Sources

Manually ensure the list of available options for Lead Source in FieldPulse matches the list of available options for Manual Sources in Marketing 360.

Required: Add Default as one of the Manual Sources in Marketing 360.

Customer Pipeline Status

Contact Statuses

Manually ensure the list of available options for Customer Pipeline Status in FieldPulse matches the list of available options for Contact Status in Marketing 360.

Custom Tags &

Customer Status

Contact Types

Both Custom Tags and Customer Statuses from FieldPulse sync into Contact Type in Marketing 360.

Manually ensure the list of available options for Custom Tags and Customer Status (Lead, Opportunity, Current Customer, Lost Other, Inactive) matches the list of available options for Contact Types in Marketing 360.

(Note: If you add additional custom tags to FieldPulse in the future, you will need to manually enter them in Marketing 360 to ensure they sync.)

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Syncing Existing Customers

Only customers created once the Marketing 360® integration has been set up will sync from FieldPulse to Marketing 360®. If you have been using FieldPulse before integrating with Marketing 360®, you’ll want to sync all existing customers from FieldPulse to Marketing 360®. To do so, contact us at [e-mail] or via the chat in the bottom right corner. (Note: the customers may sync to Marketing 360® slowly depending on the quantity.)

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Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.