Integration Overview
Seamless Workflow Integration: Connect our assessment tools with your existing business systems to create automated lead nurturing and data synchronization workflows.
Supported Integrations
CRM Systems
- • HubSpot (Free & Paid tiers)
- • Salesforce (Professional+)
- • Pipedrive
- • Zoho CRM
- • Microsoft Dynamics 365
Marketing Automation
- • Mailchimp
- • ActiveCampaign
- • Pardot
- • Marketo
- • ConvertKit
Automation Platforms
- • Zapier (1000+ apps)
- • Microsoft Power Automate
- • Integromat/Make
- • IFTTT
- • Custom API integrations
Analytics & Reporting
- • Google Analytics
- • Google Data Studio
- • Tableau
- • Power BI
- • Custom dashboards
Integration Benefits
- Automated Lead Scoring: Assessment results automatically update lead scores in your CRM
- Triggered Workflows: Launch nurturing sequences based on assessment completion
- Data Synchronization: Keep contact information and insights synchronized across platforms
- Reporting Consolidation: Combine assessment data with your existing analytics
HubSpot Integration
Our HubSpot integration works with both Free and paid HubSpot accounts, providing seamless contact management and workflow automation.
Setup Process
Step 1: Connect Your HubSpot Account
Authorize the connection between Maru and HubSpot
Step 2: Configure Field Mapping
Map assessment data to HubSpot contact properties
| Maru Field | HubSpot Property |
|---|---|
| Lead Score | HubSpot Score |
| Assessment Type | Last Assessment |
| Company Size | Number of Employees |
Step 3: Set Up Workflows
Create automated workflows based on assessment completion
- • High-score leads → Sales notification
- • Medium-score leads → Nurturing sequence
- • Low-score leads → Educational content
Available Triggers
Assessment Events
- • Assessment started
- • Assessment completed
- • High score achieved (80+)
- • Report downloaded
Behavioral Triggers
- • Multiple assessments completed
- • Return visitor (7+ days)
- • Specific page visits
- • Email engagement
💡 HubSpot Free Tier Limitations
HubSpot Free accounts have limited workflow capabilities. Consider upgrading to HubSpot Starter ($45/month) for advanced automation features.
Salesforce Integration
Connect with Salesforce Professional, Enterprise, or Unlimited editions to sync assessment data with your sales pipeline.
Prerequisites
- Salesforce Edition: Professional or higher (API access required)
- User Permissions: System Administrator or custom permissions for API access
- Custom Fields: Ability to create custom fields on Lead/Contact objects
Setup Process
Step 1: Create Custom Fields
Add custom fields to store assessment data
- • Maru_Lead_Score__c (Number)
- • Last_Assessment_Type__c (Picklist)
- • Assessment_Date__c (Date)
- • Assessment_Recommendations__c (Long Text)
Step 2: Configure Connected App
Set up OAuth authentication for secure API access
Step 3: Map Data Flow
Configure how assessment data flows into Salesforce
- • New assessments create/update Leads
- • High scores trigger opportunity creation
- • Recommendations populate activity records
Workflow Examples
🎯 High-Value Lead Workflow
Lead Score 80+ → Create Opportunity → Assign to Sales Rep → Send Alert
📧 Nurturing Workflow
Lead Score 40-79 → Add to Campaign → Schedule Follow-up Task → Update Lead Status
📊 Analytics Workflow
Assessment Complete → Update Dashboard → Generate Report → Schedule Review
Marketing Automation
Email Marketing Integration
Automatically trigger email sequences based on assessment results and user behavior.
Mailchimp Integration
- Setup: Connect via Zapier or direct API
- Triggers: Assessment completion, score thresholds
- Actions: Add to lists, update tags, trigger campaigns
- Segmentation: Score-based audience segments
ActiveCampaign Integration
- Setup: Native webhook integration
- Triggers: Behavioral scoring, assessment events
- Actions: Automation entry, deal creation
- Personalization: Dynamic content based on scores
Automation Sequences
📈 High-Score Lead Sequence
📚 Medium-Score Nurturing Sequence
Zapier Integration
Connect to 1000+ apps through Zapier for maximum flexibility:
Popular Zapier Workflows
Lead Management
- • Assessment → Google Sheets
- • High score → Slack notification
- • New lead → Airtable record
Communication
- • Assessment → SMS via Twilio
- • Report ready → Discord message
- • Score update → Teams notification
API Access & Custom Integrations
REST API Overview
Our REST API provides programmatic access to assessment data and functionality for custom integrations.
API Endpoints
Authentication
🔑 API Key Authentication
All API requests require authentication using your unique API key.
https://api.maruonline.co.za/v1/assessments
Webhook Configuration
Set up webhooks to receive real-time notifications when events occur:
| Event | Trigger | Payload |
|---|---|---|
| assessment.completed | Assessment finished | Full assessment data + score |
| lead.score_updated | Lead score changes | Lead ID + new/old scores |
| report.generated | PDF report ready | Report URL + metadata |
Custom Integration Examples
Internal Dashboard Integration
Pull assessment data into your internal analytics dashboard
const response = await fetch('/api/assessments/summary?date=today');
const data = await response.json();
Lead Scoring Integration
Automatically update your internal lead scoring system
app.post('/webhook/score-update', (req, res) => {
updateInternalLeadScore(req.body.lead_id, req.body.score);
});
Troubleshooting & Support
Common Integration Issues
❌ Authentication Failures
If your integration is failing to authenticate:
- • Verify API key is correct and active
- • Check if your IP address is whitelisted
- • Ensure proper header formatting
- • Confirm account permissions
⚠️ Data Sync Issues
If data isn't syncing properly between systems:
- • Check field mapping configuration
- • Verify data format compatibility
- • Review webhook delivery logs
- • Test with sample data
ℹ️ Performance Issues
If integrations are running slowly:
- • Implement proper rate limiting
- • Use batch operations where possible
- • Cache frequently accessed data
- • Monitor API usage quotas
Integration Testing
Testing Checklist
✅ Pre-Launch Testing
- • Test with sample data
- • Verify all field mappings
- • Check error handling
- • Validate data formats
✅ Post-Launch Monitoring
- • Monitor sync success rates
- • Check for data discrepancies
- • Review error logs regularly
- • Test edge cases
Getting Help
Support Resources
Custom Integration Services: Need help with a complex integration? Our team offers custom integration development services for enterprise clients.
Ready to Integrate?
Start connecting our assessment tools with your existing business systems to create seamless, automated workflows.
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