What data is synced between Reachdesk and my CRM/Marketing Platform? – Reachdesk Help Documentation

This article details which data is pushed and pulled from your CRM/MA platform into Reachdesk, and how it is used.

When integrating Reachdesk with your chosen CRM and/or Marketing Platform, Reachdesk should be viewed as the 'Data Processor'; we will process the data for it's intended purpose, i.e. a physical or e-gift card send.

The contact information that Reachdesk reads from your platforms is:

Name
Email Address
Postal Address

We access this information on a read only basis, we do not overwrite or sync any changes in these fields (via address verification) back into your CRM/MA platform. To read more on the data flow for your particular integration, see below.

Salesforce

Reachdesk reads the following contact information: Name, Job Title, Email Address, Phone Number, Account Name and Postal Address as above. We do not overwrite any of your lead or contact information in Salesforce.

Reachdesk pushes the activity and interactions with a campaign back to a contact or lead's activity record as a task:

Reachdesk also changes campaign member statuses based on these interactions:

HubSpot

Reachdesk reads the following contact information: Name, Email Address and Postal Address as above. We do not overwrite any of your contact information in HubSpot.

Reachdesk pushes the activity and interactions with a campaign back to a contact's activity tab as a task:

Marketo

Reachdesk reads the following contact information: Name, Email Address and Postal Address as above. We do not overwrite any of your contact information in Marketo.

Reachdesk pushes the activity and campaign interactions via program status updates. This can be seen in a lead's activity log:

And high level on the program:

Microsoft Dynamics

Reachdesk reads the following contact information: Name, Email Address and Postal Address as above. We do not overwrite any of your contact information in Microsoft Dynamics.

Reachdesk pushes the activity and campaign interactions back to a contact's timeline:

Outreach

Reachdesk reads the following contact information: Name, Email Address and Postal Address as above. We do not overwrite any of your contact information in Outreach.

Reachdesk pushes the activity and campaign interactions back to a prospect's activity timeline:

SalesLoft

Reachdesk reads the following contact information: Name, Email Address and Postal Address as above. We do not overwrite any of your contact information in SalesLoft.