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 βSourcesβ from the βData Configurationβ 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 βIngestβ near the bottom of sidebar

2. Click βNew Ingest Connectionβ in the upper right of the Sources page

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

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

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

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 βSave & Testβ after you see the green βAuthentication Succeededβ message.

If you do not see βAuthentication Succeededβ, then likely there was an error with your credentials. Try again, and if that doesnβt 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 βCreateβ

9. You will see the status listed as βProcessingβ as your Salesforce source (named βMy SF Sourceβ below) syncs to your data warehouse

Once you see the status as βActiveβ, 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 canβt wait to hear from you!
Updated 29 days ago