Many CRMs do not allow you to simultaneously pull data from multiple objects. This is why you can only select a single object when setting up your integration with CustomerGauge:



In some cases, you may want to pull data from another object besides the main object - a common scenario might be that you are pulling from the Contact object, but you also wish to pull fields like 'Account Name' and 'Account Value' which are saved on the Account object in your CRM. You may find that some fields which appear to reside on the Contact object (because they are visible when viewing a contact in your CRM) are in fact saved on the Account object.



Workaround


Many of our customers use a handy workaround in order to pull data from multiple objects: if you create some custom fields on your primary object, and you link those to the relevant data field on a different object, you can get all the data you need inside your primary object.


For example:


I'm using Salesforce and I'm pulling data into CustomerGauge from the Contact object. However, I also wish to pull the Account name - a data field which is saved on the Account object. To solve this issue, I create a custom Formula field on the Contact object, 'Account_name_c', and program this to pull the relevant information from the Account object.


I now have a field that is actually saved on the Contact object, which shows the Account Name - and I can select this field in my integration setup:




Most CRMs will allow you to create custom fields on an object where you can post data from other objects. Your CRM admin should be able to help you set up this workaround!


If this workaround doesn't work for your CRM, ask your Customer Success Manager about using our extensive API set instead.