Ingest Data Sources
Empower your organization to ingest customer data directly from popular sources (eg, Salesforce) to your Data Cloud and immediately activate them across your marketing channels.
Currently supported sources
Ads
- Facebook ads
- Google Ads
- The TradeDesk
CRM
- Salesforce CRM
- Dynamics CRM
Email
- Pardot
- Salesforce Marketing Cloud
- Sailthru
- Braze
- Iterable
How to leverage Easy Button to get up and running with GrowthLoop Fast
Easy Button empowers organizations to ingest data from popular sources directly into your Data Cloud and immediately activate it across all channels. It sets up a data sync from source to GrowthLoop, instantiates data models to make the raw source data usable, and connects the desired datasets to the GrowthLoop app for immediate use in building and exporting audiences.
Estimated time to set up:<15 minutes
What data sources are available in Easy Button today?
Easy Button supports ingestion and modeling of Salesforce CRM data.
GrowthLoop can support any of the 300+ sources found here: https://www.fivetran.com/connectors
To request a new source, please reach out to [email protected].
Setting up Easy Button
EasyButton allows you to start ingesting data with a click of a few buttons. Let's walk through setting up a new organization and then using Easy Button to ingest Salesforce data.
During organization setup
0. Skip dataset setup
After connecting your data warehouse, use the lefthand menu to select โSourcesโ from the โData Configurationโ option:

Once organization has been set up
Once you are in the organization after onboarding we are ready to setup our sources.
1. Navigate to โIngestโ near the bottom of sidebar

2. Click โNew Ingest Connectionโ in the upper right of the Sources page

3. In this example, we will be ingesting Salesforce CRM data. Click โAdd Salesforce CRMโ. We are adding new sources regularly.

You will be redirected to Fivetran.
4. On the Fivetran page, click โContinueโ

Refer to the Setup Guide provided by Fivetran for more info.
5. Click โAuthorizeโ

You will be redirected to a Salesforce login modal.
6. Log into Salesforce to verify your account

You will be returned to Fivetran.
7. Click โSave & Testโ after you see the green โAuthentication Succeededโ message.

If you do not see โAuthentication Succeededโ, then likely there was an error with your credentials. Try again, and if that doesnโt work, submit a support ticket.
You will be returned to GrowthLoop.
8. Give your Salesforce source a name and select desired sync frequency from the dropdown menu, then click โCreateโ

9. You will see the status listed as โProcessingโ as your Salesforce source (named โMy SF Sourceโ below) syncs to your data warehouse

Once you see the status as โActiveโ, this indicates the raw data has been synced to your data warehouse
The raw dataset will be called raw_salesforce_import_{x}
where x is the number of the source that has been set up. In this case, since it was the latest source set up, it is raw_salesforce_import_6
.
10. Setup a Dataset and connect your new source tables to begin using them to create audiences.

For more information or to provide feedback to the team, please reach out to [email protected] We canโt wait to hear from you!
Updated 5 months ago