Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) can easily be integrated with your Salesforce database in order to enhance the capabilities of your customer relationship management (CRM) system. With Thrive Marketing Enterprise connected to your Salesforce database, Leads and Contacts data will easily flow, bi-directionally and automatically, between the two systems.

Salesforce integration information

This article provides an overview of the integration, including:

required permissions;
Higher Logic recommendations; and
a look at the two levels of integration that are available.

Use this article in conjunction with the following articles to ensure that your integration is properly configured in Salesforce and in Thrive Marketing Enterprise.

NOTE: This article references Real Magnet and RM. Real Magnet is a previous name of Thrive Marketing Enterprise, which continues to use legacy settings under that name.

Salesforce user permissions

The Salesforce integration requires a Salesforce license that permits access to Leads, Contacts, and Reports, and which has the additional settings that are listed below.

Run Reports
Export Reports
Custom Object Permissions: Read, Create, Edit, Delete, View All, Modify All
Real Magnet Activity History: Read, Create, Edit, Delete, View All, Modify All
Contacts: Read, Create, Edit, Delete, View All, Modify All
Leads: Read, Create, Edit, Delete, View All, Modify All

Additional recommendations

Higher Logic recommends that you set up a user/record to be used exclusively for this integration. Further, set a username that identifies the integration-specific user/record as such; for example, integrationhl@yourorg.com.
The integration-specific user/record will be used for programmatic access via the API, so it should not have a periodic password-reset requirement. An expired password would result in complete outages in the integration.
Give the integration-specific user/record an email address that you can access. If, for some reason, you do have to reset the password, you'll be able to access the reset link and new security token, which have to be set in the Thrive Marketing Enterprise Admin interface, under Integration Settings.
The integration-specific user/record must be a marketing user.

Basic integration

The level of integration connects Leads and Contacts in your Salesforce database to Thrive Marketing Enterprise contact records. Information about Leads and Contacts can then be shared between the systems based on a unique Salesforce ID.

Messages that are sent to Thrive Marketing Enterprise contacts can be added to the Salesforce activity history.
You can configure the integration to update the information in Salesforce and in Thrive Marketing Enterprise.

Marketing automation feature

NOTE: The "basic" integration, mentioned above, must be set up in order for the marketing-automation piece to work.

Thrive Marketing Enterprise customers can connect their automated campaigns to Salesforce to make marketing easier. Leads and Contacts can be created in Salesforce for Thrive Marketing Enterprise campaign respondents. All of this information can be made available to your organization through your existing Salesforce account.

Salesforce Integration Overview