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Integration Hub

About Integration Hub​

Cleverbridge's Integration Hub offers a robust platform for building and managing product integrations directly within your software. Generating new revenue through partnerships requires seamless integration with the software that drives your core business, and Integration Hub supports a wide range of use cases beyond partner revenue, making it a versatile tool for any integration need.

By leveraging Integration Hub's architecture, you can deliver a seamless, cohesive experience to end-users, saving time and reducing the complexity of building an in-house integration or automation solution.

Our Integration Hub simplifies connecting the Cleverbridge platform with other software solutions, ensuring efficient and accurate data flow between them. This facilitates the automation of channel workflows across various applications.

Our Integration Hub is powered by Workato, a secure, data-driven automation tool that minimizes the manual effort required to coordinate data and tasks across multiple systems. To learn more about Workato, see the Workato documentation.

Important

Currently, the whole functionality of Integration Hub is managed by Cleverbridge. To set up integrations, contact Client Experience.

Advantages​

The most meaningful advantages of our Integration Hub in relation to your business include:

  • Interoperability: Cleverbridge's Integration Hub offers connectors that blend the power of an enterprise-grade workflow automation platform with the intuitive design of consumer applications. This combination empowers both technical and non-technical teams to create, test, and deploy robust integrations. With these tools, partnership teams can quickly build reliable solutions, accelerating time-to-market and enhancing collaboration across departments. The Integration Hub's streamlined experience ensures that all teams, regardless of technical expertise, can contribute to delivering high-quality integrations that drive value for your business.

  • Extensibility: Cleverbridge's Integration Hub is highly adaptable, allowing for the addition of new applications beyond the extensive selection of pre-built connectors. Our REST data connector facilitates no-code integration with a vast array of systems, streamlining expansion without complex coding. For deeper customization, existing connectors can be extended by incorporating additional functions from the REST connector, providing teams with flexible integration options. Furthermore, a public API enables control over recipes from third-party applications that lack dedicated connectors, allowing for seamless workflow automation.

    This extensibility ensures that as your business grows, our Integration Hub can grow with it, supporting evolving requirements and maximizing the potential of your tech stack across all platforms.

Terminology​

It's important to know the terminology used within our Integration Hub:

  • Recipe: An automated workflow consisting of a series of steps that connect your business applications. It includes a trigger and one or more actions. When activated, a recipe runs automatically in the background, monitoring for trigger events and executing the corresponding actions.

  • Connection: A secure way to give access to business applications that you authenticated for use.

  • Project: A repository for your integration assets (recipes, connections, and sub-folders). It should be organized by use case, department, application, or process. Only administrators can manage permissions for creating, editing, viewing, and deleting projects.

Cleverbridge Connector for Workato​

If you already use Workato, you can now integrate Cleverbridge into your workflows using the Cleverbridge Connector. This API-based solution connects Cleverbridge with external applications, enabling data exchange and process automation. Authentication is managed via HTTP Basic Authentication (Basic Auth), ensuring secure and reliable connections.

Key benefits​

  • Ease of use: The Cleverbridge Connector simplifies API integrations by presenting technical endpoints in user-friendly terms, making it accessible for both technical and non-technical users.
  • Low maintenance: Cleverbridge monitors and updates API changes, ensuring your workflows stay operational without additional effort from your team.
  • Comprehensive capabilities: Access a wide range of API endpoints to support standard and unique use cases, empowering you to create custom automations.

With the Cleverbridge Connector, you can maximize the potential of your Workato environment while reducing the time and resources required for integration and maintenance.

Integrations​

Cleverbridge offers pre-built integrations with popular systems and applications, enabling seamless workflows and enhanced automation. By connecting critical systems like ERP, CRM, and marketing platforms, our integrations help create a unified data ecosystem, improve efficiency, and deliver actionable insights.

Key benefits of Cleverbridge integrations​

  • Unified data ecosystem: Eliminate data silos by seamlessly connecting applications, ensuring consistent and accurate information across all platforms.
  • Increased automation: Reduce manual effort by automating processes such as order updates, subscription management, and data synchronization.
  • Improved decision-making: Leverage centralized data for deeper analysis and actionable insights to inform your strategies.
  • Scalable solutions: Build a future-ready business with integrations that adapt and grow with your evolving needs.

Productized integrations​

Below are examples of how our productized integrations can be used to streamline business processes:

CRM: Salesforce​

  • Sales-assisted link generation: Automatically generate cart URLs based on Salesforce data and sync these links back to Salesforce. These links can also be shared with other platforms like PartnerStack or Emarsys.
  • Subscription management: Keep Cleverbridge subscriptions up to date with triggers from Salesforce. Update quantities, prices, or remove subscriptions in Cleverbridge based on changes made in Salesforce.
  • Opportunity creation: When a customer requests a quote through Cleverbridge, create a corresponding opportunity in Salesforce to track and manage sales leads efficiently.
  • Paid order notifications: Automatically update Salesforce opportunities when tied cart purchases are completed. Sync revenue, stage changes, and other metadata to Salesforce for accurate reporting and tracking.

Partner management: PartnerStack​

  • Deal creation: Generate deals in PartnerStack when cart URLs affiliated with sales partners are created, ensuring seamless collaboration with your partner ecosystem.
  • Paid order notifications: Keep PartnerStack deals updated by syncing purchases linked to cart URLs. Update deal stages, revenue, and metadata to maintain accurate partner performance records.

Marketing automation: Emarsys​

  • Cart and customer data sync: Automatically sync customer data and cart URLs with Emarsys to power targeted marketing campaigns. This enables personalized communication and engagement based on real-time customer activity.

Planned integrations​

Cleverbridge is constantly innovating to bring more value to your business. Our planned integrations focus on connecting key systems to improve efficiency, automate processes, and centralize data. These integrations aim to reduce complexity, support scalability, and enhance decision-making across critical functions.

Upcoming integrations​

  • Support additional CRMs (such as HubSpot): See above for use cases.
  • Support additional marketing automation tools (such as Marketo): See above for use cases.
  • Entitlement systems (such as SAP): Integrate your entitlement management system through our Integration Hub.
  • Data warehouses (such as Snowflake, Redshift): Run custom subscription analytics directly from your data warehouse by connecting Cleverbridge subscription and customer data with your data warehouse.
  • Subscription management tools (such as Zuora): Sync your existing subscription management with Cleverbridge to optimize your customer experience and business results.
  • PSPs (such as Stripe): Simplify data migrations for your existing customers to optimize your business results.
  • Revenue recognition software (such as Leapfin): Make revenue recognition in your ERP easy by using Leapfin to recognize revenue generated through Cleverbridge compliantly in your ERP.

ERP systems: NetSuite, SAP S/4HANA, Microsoft Dynamics 365​

Integrating Cleverbridge with leading ERP systems will streamline your financial, operational, and customer data management processes:

  • Revenue sync: Synchronize financial data in real time to ensure accuracy and support revenue recognition.
  • Order-to-cash automation: Automate the lead-to-cash process by connecting ERP systems with sales and e-commerce platforms, reducing manual input and errors.
  • Inventory management: Update inventory data automatically based on transactions, ensuring stock accuracy and availability.
  • Custom workflow flexibility: Tailor workflows with custom field mapping and support for unique use cases.
  • Improved insights: Combine financial and operational data for deeper analysis and reporting.

Additional integrations​

Inform your “next best action” for expansion and renewal workflows with a richer understanding of the customers. Examples include:

  • Product adoption insights (such as Pendo)
  • Customer data platforms (such as Segment)
  • Customer support tools (such as Zendesk)

To access Integration Hub, go to our web admin tool and select Configure > Integration Hub.

You can find the following sections:

  • Introduction: A default page showing up for clients not connected to Integration Hub.
    Integration Hub introduction page

  • Dashboard: View a summary of Integration Hub's activities, including:

    • Number of recipes and recipe functions that were active in the selected period.
    • Number of successful and failed jobs.
    • Number of used tasks.
    • A dependency graph showing how different assets are related.
      Integration Hub dashboard view

  • Properties: Find environment properties set up for integration on a global level. See details of your configurations.
    Integration Hub properties page

  • Lookup Tables: Tables with data needed for configuration and field mapping of any available source system and Cleverbridge.

Using integrations​

Important

Currently, the integrations are managed by Cleverbridge and you can only view connections, recipes, and the data around it. To configure the integrations, contact Client Experience.

Within the Integrations part of our Integration Hub, you have to authenticate your connections, meaning the systems your business is connected to. Those systems are visible under Projects.

Create a connection​

To create a new connection:

  1. Go to Connections > Connected.
  2. Click Create > Connection.
    Creating a new connection
  3. From the list of applications, choose the one you want to integrate your system with.
    Selecting a new connection

Salesforce integration​

For Salesforce, you need to configure two connections:

  • Cleverbridge connection: Create an API user in Commerce Assistant and authenticate this user under the Cleverbridge connector.
  • Salesforce connection: Create an API user in Salesforce, then allow Workato access to the Salesforce instance. For more information, see How to Connect to Salesforce on Workato.

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