Connectors Management
Centralized Connector Library
Easily access a comprehensive library of connectors for CRMs, marketing platforms, LMS, and more. The guided wizard ensures quick setup with minimal technical overhead.
- Connect to Salesforce, HubSpot, MS Dynamics, SugarCRM, and others.
- Navigate via wizard-driven steps for faster configuration.
- Access connectors by role-based permissions for security.
Improves partner productivity by consolidating integrations into one unified, easy-to-use dashboard.
Secure, Guided Connections
Establish API connections using OAuth or SSO in just a few clicks. Users are prompted to authenticate directly with external systems, ensuring secure and seamless connectivity.
- Guided login with OAuth or SAML 2.0 authentication.
- Assign connectors to specific users, groups, or partner tiers.
- Track assignment history with easy revoke and reassign options.
Reduces IT overhead by simplifying and securing platform integrations at scale.
Flexible Field Mapping
Define and manage mappings between UPM modules and external system fields to ensure data flows correctly between platforms, with duplicate validation and dynamic field labels.
- Create object-to-object mappers for CRMs and UPM modules.
- Auto-fetch attributes with intelligent data type recognition.
- Prevent errors with duplicate mapping validation alerts.
Ensures clean, accurate data synchronization across platforms, minimizing errors and manual rework.
Real-Time Job Tracking
Monitor API request queues and sync jobs in real time. Detailed job status and logs ensure transparency, allowing administrators to quickly identify and resolve issues.
- View pending, completed, or failed API sync jobs.
- Drill down into request and response data for debugging.
- Save custom views for quick access to recurring jobs.
Boosts operational efficiency by accelerating troubleshooting and improving integration reliability.
End-to-End Sync Visibility
Access detailed logs at every stage—API requests, payloads, and record lifecycle. Error messages and suggested fixes simplify root cause analysis and error resolution.
- Track sync status: initiate, success, warning, or error.
- Review payloads and endpoint details for accuracy.
- Trace individual record history through validation and updates.
Reduces downtime and costs by enabling proactive issue resolution in data synchronization.
Event-Driven Automation
Enable event-based triggers with Webhooks. For example, automatically create leads in UPM when new records appear in Salesforce, without manual intervention or coding.
- Create webhooks to trigger workflows across systems.
- Restrict webhook triggers by client IP for security.
- Use mappers to define record sync for CRM events.
Accelerates workflows by automating cross-platform tasks triggered by real-time events.
Seamless SSO Integration
Use SAML or OAuth to provide single sign-on access across UPM and third-party applications. For flexibility, both IDP and SP-initiated logins are supported.
- Configure SAML 2.0 for IDP or SP-initiated login.
- Set up OAuth 2.0 for secure token-based access for SSO implementation.
- Manage multiple SSO integrations from a central console.
Enhances security while reducing friction for users navigating across multiple business applications.
One-Click Salesforce Integration
Instantly connect Salesforce with UPM using proxy objects for stable synchronization. This eliminates the need for direct record-level permissions, ensuring faster and safer integration.
- Auto-create proxy objects to handle Salesforce records.
- Generate Salesforce reports directly via middleware objects.
- Add business rules between middleware and Salesforce.
Increases sales efficiency by enabling faster, more stable Salesforce integration without heavy IT dependencies.
