Custom data integrations with UpScale – What, Why and How?

August 23, 2022

Each automated marketing, sales and servicing campaign starts from the first bit of data about each of your customer individually. Your contact is identifiable (considered as a contact) as soon as he or she has either an e-mail address or a phone number. From there on, to provide a more personal experience to your customer through e-mail and SMS communication, it is good to have an up-to-date profile of your each customer.

If you already have a website or an e-commerce store (running on WooCommerce, Magento, Shopify or other), you use a CRM software (Pipedrive, Hubspot etc.), we might already have an integration to automatically sync the data in real time with UpScale Platform. Furthermore, we provide a simple website snippet (in Javascript) that works for all websites and starts tracking your customers’ activities.

The data can come from different sources and thus you can consider UpScale as the CDP (customer data platform) that puts all of this data into a 360° customer view.

This applies to most businesses that use UpScale software today – the data is collected from our pre-made integrations, but what if your business has data scattered across other platforms, such as some ERP system, a booking system, custom database etc.?

We tend to look at it this way: if it’s a common software and our other customers are interested in the same integration as well, we can do the integration free of charge.

However, if you have a custom software, you have two options:

  • Option 1: You hire our developer to do the integration. Depending on the data and software capabilities, this takes on average about two weeks.
  • Option 2: You already have a developer. In this case we will provide API access and documentation so your developer can easily start the sync between your software and UpScale Platform.

Since each case is unique and a proper data sync is required to provide personal communication, please contact us at support@upscale.ee and we’ll see what we can do!