Eloqua Integration
Overview
Eloqua is one of our newest CRM integrations and can be used for campaign orchestration, Segments/Targeting, Lead Management as well as many other automation tools!
Using this integration you can customize your synchronization settings. Your conversation data will automatically be sent over to Eloqua after a specific amount of delay time has been set, you can also set specific domain filtering if needed. Not only can you migrate data using this integration but using the “ Field Mapping “ section you can set specific data to be stored in your custom objects in Eloqua.
This support page first gives a quick and simple overview of Eloqua and then explains how to set up the integration in Eloqua.
Eloqua Overview
Eloqua provides an overview of their product on this page. As a CRM platform, Eloqua allows you to store information about customers, opportunities, or leads for sales and marketing efforts.
Setting Up the Eloqua Integration
To set up the integration, simply follow these steps:
- Create an Application in Eloqua
- Log in to your developer account at Oracle Eloqua
- Click Settings, then AppCloud Developer
- Click Create App
- Complete the required New App section: Name, Description, and Icon
- Complete the Lifecycle Setup section
- In the Authentication to Eloqua section, enter https://app.chatfunnels.com/api/credentials/oauth/eloqua/exchange
- Click Save
- Scroll down to the Authentication to Eloqua section
- Record the API Client ID and API Client Secret
- Access your Signals account
- Toward the bottom of the page, select the Settings cog
- Underneath Org Settings toward the left of the page, select “Integrations”
- Toward the middle of the screen, select “ Eloqua ”
- Click the dropdown titled "Authentication" and paste the API Client ID and API Client Secret that you copied from Eloqua
- Hit Save
- This will redirect you to log in to Eloqua to authorize the connection to Signals
- In the next menu, configure the settings according to your needs. First, under “Synchronization Settings," set the delay time on your automatic sync and the email domains you would/would not like to accept.
- In the next dropdown, select the “Contact Field Mapping," here you can map Signals contact fields to their corresponding Eloqua fields.
- (Optional)Below you can find the “Contact Event Settings," here you can sync the following Signals events to a Contact Field in Eloqua. Select which contact fields in Eloqua you want to map the following events to. The field in Eloqua must be of type 'Large Text box' in order for the events to sync correctly.
- The “Custom Object'' selection populates a dropdown menu that allows you to sync Signals contact information to your Eloqua Custom Fields! Select which custom object in Eloqua you want to map the following fields to.
If you select one of these options, the integration will connect the Signals field to the Eloqua as a Custom Object.
1. Field mapping is where you can map Signals contact (Company, Custom and Tracking Parameters) fields to their corresponding Eloqua fields. Check the overwrite box if you wish to overwrite existing data when updating a lead.
For example, in the screenshot above, we’ve configured the Signals “First Name” contact field to populate the Eloqua “First Name” field for the record that the integration sends to Eloqua.
In the Field Mapping section, you have the option to overwrite any field that the integration sends to Salesforce:
And you can add a new mapping field by selecting the “Add Field” option at the bottom of the page.
You can remove any field mappings you’ve created by simply pressing the “x” next to the field in the mapping:
- Custom Object Event settings sync the following Signals events. Select which contact fields in Eloqua you want to map the following events to. The field in Eloqua must be of type 'Large Text box' in order for the events to sync correctly.
- When you’re finished configuring your settings, don’t forget to select “Save” at the bottom of the screen.
- Lastly, when you’re ready to turn your Eloqua integration on, simply select the “Integration On” switch at the top of the page so that the switch is toggled on
- And if you ever want to disable the Eloqua integration, simply click on this option so that the switch is toggled off.
Note: Toggling the On/Off switch for the integration will automatically save the settings
Troubleshooting Tips
If your Eloqua integration did not send a web visitor’s information to Salesforce, check the following in your troubleshooting:
- Permissions in Eloqua: Signals must have "write" permissions for contacts in order for contacts to properly sync. View the following Eloqua help articles for more information about updating permissions: list of action permissions, security groups, user management.
- Conversation Closed: Ensure that the conversation is closed. The automated Eloqua integration will not send a web visitor’s information to Eloqua until the conversation closes.
- Synchronization Delay: Ensure that the amount of time specified in your Synchronization Delay settings has passed after the conversation was closed.
- Integration On: Ensure that your Eloqua integration is turned on if you are expecting the integration to send web visitors’ information to Eloqua.
