Integrations Setup and Overview

What Are Channel99 Integrations?

• Channel99 maintains a network of integrations with popular third-party platforms.
• These connections let you stitch together activities, actions, and tactics across your organization in a single tool.
• Examples:
  • CRMs: Salesforce, HubSpot
  • Ad vendors: Microsoft, Google, Facebook, LinkedIn, Reddit, and more
• Where to find them: Go to the Settings cog in Channel99 and select the Integrations tab to view all available integrations and connect vendors.

Ad Platform Integrations

• Purpose: Enable deeper cross-platform analysis and audience activation.
• Data imported: Ad spend, viewed impressions, and click data.
• Audience sharing: Some ad vendors support dynamic audience sharing for campaign targeting.
• Supported platforms: LinkedIn, Google, Microsoft, Facebook, and others.
• Refresh cadence: Dynamic audiences update every 24 hours.

CRM Integrations

• Purpose: Power attribution and ROI reporting by matching CRM data with website and ad activities at the company level.
• Supported platforms: Salesforce, HubSpot.
• Why it’s essential: Enables a wide range of platform functions.
• Capabilities unlocked:
  • ROI calculations and opportunity reporting
  • Inclusion of offline activities (meetings, email campaigns, marketing events)
  • Certain audience sharing features otherwise unavailable

Prerequisites

• Ensure you have Admin permissions in each integration partner platform.
• Confirm you have access to the specific account you plan to connect.
• If you do not have the required permissions, contact an admin to complete the integration or update your access.