Sources
Source is platform that sends data to CustomerLabs. This enables you to create new user profiles or enrich existing user profiles and create a unified view of the customer in one place.
Marketing teams can quickly connect a Source platform to CustomerLabs. Currently, CustomerLabs supports integrations with server-side sources such as CRM, OMS, Data Warehouses, and more.
Examples and Use Cases
Section titled “Examples and Use Cases”- Capturing Purchases from Order Management System
- Capturing Lead Stages from CRM
- Uploading existing Customer database
Getting Started
Section titled “Getting Started”Sources are accessible to all users of the platform. You can access the Sources dashboard to get a complete overview of the number of sources connected, their status, and the ability to access their setup.
- Connect a New Source: Click on Connect Source on the top right corner. This will open up the list of sources that CustomerLabs currently offers.
- Custom Sources: You can also connect a custom source that supports webhooks by selecting Custom Source.
- Authentication: Once a Source platform is selected, you will be taken to the authentication screen. After the process is complete, CustomerLabs will be able to receive incoming customer data.
Core Concepts
Section titled “Core Concepts”What is a Workflow?
Section titled “What is a Workflow?”A Workflow helps you turn raw data received from a Source into specific event data based on your configuration, which includes filtering and modifying parameters.
- One-time Setup: A workflow is a one-time setup that constantly receives customer data & updates user profiles in CustomerLabs in real-time.
- No-Code: Once a Source platform is authenticated, you can build workflows without writing a single line of code.
How to build a Workflow?
Section titled “How to build a Workflow?”Building a workflow typically involves a four-step process:
- Setup the workflow: Name your workflow to quickly identify its purpose (e.g.,
lead_created). - Choose sample data: Trigger an event in your Source (e.g., update a test contact in your CRM) to receive sample data in CustomerLabs.
- Filter incoming data: Set up criteria to filter only the relevant data you want to track.
- Event configuration: Map the incoming data to CustomerLabs events and parameters.
Monitoring and Logs
Section titled “Monitoring and Logs”- Source Logs: View a list of events received by the source webhook before they are processed by workflows.
- Workflow Logs: Track how data is being processed once it enters a specific workflow.
- Activate/Deactivate: You can easily toggle a Source or specific Workflows on or off from the dashboard.