Overview
Data connectors automatically sync your CRM, marketing tools, ad platforms, and more with Sona, creating a unified view of the buyer journey. These bi-directional connectors enhance data and unlock deeper insights. This guide will walk you through setting up connectors to automatically sync data from your existing tools, making your workflow seamless and your insights more powerful.
When to Use This / Prerequisites
When to use data connectors:
You want to enrich buyer profiles with data from multiple sources
You need automated data synchronization between platforms
You are looking to streamline sales and marketing workflows
Prerequisites:
Active Sona Platform account
Admin access to platforms you want to connect (HubSpot, etc.)
Login credentials for your external platforms
Step-by-Step Instructions
Access the Connectors section in your Sona Platform dashboard.
To add a connector: click +New Connector, select your desired platform from the available integrations list, then click Connect
Complete the authentication process:
After clicking Connect, you will be redirected to either the platform's authentication page (such as HubSpot or Salesforce) or Sona's configuration page for the connector, depending on the integration you are setting up.
On the platform's page, log in with your credentials and grant Sona the necessary permissions to access your account data.
If you are redirected to Sona's configuration page, follow the instructions to complete any required setup details, such as selecting an account, workspace, or scopes.
Verify the connection:
Review the permissions, confirm that you are OK with what is being requested, and then approve.
Once authentication is successful, Sona will be able to sync data from the connected platform.
Repeat for additional platforms you wish to integrate. You are building a powerful data ecosystem.
Key Concepts / Best Practices
Data Synchronization: once your connectors are set up, data synchronizations occur on a regular schedule, ensuring your insights stay current without manual intervention.
Two-way Integration: with Growth and Enterprise packages, you gain access to more pre-built and custom integrations, plus the ability to export and sync data bidirectionally with other systems.
Data Enrichment Strategy: the more platforms you connect, the more comprehensive your buyer journey picture becomes. Start with your most critical platforms and expand over time.
FAQs
What are data connectors?
What are data connectors?
Data connectors are bi-directional integrations that automatically sync your CRM, marketing tools, ad platforms, and other systems with Sona. They keep buyer profiles enriched with data from every connected source and give you a unified view of the buyer journey without manual data entry.
How do I add a new connector?
How do I add a new connector?
In the Connectors section of your Sona Platform dashboard, click +New Connector, select your platform from the available integrations list, and click Connect. You will be redirected to either the platform's authentication page or Sona's configuration page to complete setup.
What happens during the authentication step?
What happens during the authentication step?
After clicking Connect, you log in to the external platform with your credentials and grant Sona the permissions it needs to access your account data. If you land on Sona's own configuration page instead, follow the prompts to select an account, workspace, or scopes before the connection is verified.
What is the difference between standard and two-way integration?
What is the difference between standard and two-way integration?
Standard connectors sync data into Sona on a regular schedule. With Growth and Enterprise packages, you also get two-way integration, which adds access to more pre-built and custom integrations and lets you export and sync data bidirectionally with other systems.