> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up the Marketing 360 Integration

> Connect Marketing 360 to push customer, address, lead-source, and pipeline data one-way from FieldPulse into Marketing 360 to power your ad campaigns.

> **Who uses this:** Admins can enable it, plus a Marketing 360 admin who can create API keys. **Availability:** Requires a Marketing 360 account. Setup is completed by the FieldPulse Support team.

The [Marketing 360 integration](https://www.fieldpulse.com/company/partners/marketing-360) pushes customer data one-way from [FieldPulse](https://www.fieldpulse.com/company/partners) into Marketing 360, so the leads and customers you manage in FieldPulse feed straight into your Marketing 360 ad campaigns and CRM. Because the sync is one-way, FieldPulse is the source and Marketing 360 receives the data.

## Overview

The Marketing 360 integration sends the following FieldPulse data into Marketing 360:

* Customer Name

* Phone Number

* Email Address

* Address

* Lead Source

* Customer Type / Status

* Pipeline Status

* Custom Tags

For lead sources, tags, customer types, and statuses to sync, the matching values must exist in **both** [Marketing 360 and FieldPulse](https://marketplace.marketing360.com/fieldpulse). If a value does not exist in Marketing 360, it will not sync. Learn more on the [Marketing 360 setup guide](https://help.marketing360.com/portal/en/kb/articles/integratefieldpulsewiththemarketing360crm686578c608157#Integration_setup).

<img src="https://mintcdn.com/fieldpulse/Z-aHosBQ4T7YM-2R/static/images/integrations/marketing/marketing-360/image6.png?fit=max&auto=format&n=Z-aHosBQ4T7YM-2R&q=85&s=d6e83c4caf089278dc7739bbbac85e19" alt="Marketing 360 wordmark logo in black and blue" width="410" height="128" data-path="static/images/integrations/marketing/marketing-360/image6.png" />

## Before you begin

* You need a **Marketing 360 account**.

* You will generate an API key in Marketing 360 and hand the **Client ID** and **Client Secret** to the FieldPulse Support team, who complete the connection on our side.

## Connect Marketing 360

1. In Marketing 360, go to **Dashboard** > **Settings**.

   <img src="https://mintcdn.com/fieldpulse/Z-aHosBQ4T7YM-2R/static/images/integrations/marketing/marketing-360/image5.png?fit=max&auto=format&n=Z-aHosBQ4T7YM-2R&q=85&s=36d7153127ce08a457524098cb8689b1" alt="Marketing 360 Dashboard Apps menu with Settings highlighted" width="1200" height="787" data-path="static/images/integrations/marketing/marketing-360/image5.png" />

2. Select **Developers**, then select **Add New Key**.

   <img src="https://mintcdn.com/fieldpulse/Z-aHosBQ4T7YM-2R/static/images/integrations/marketing/marketing-360/image1.png?fit=max&auto=format&n=Z-aHosBQ4T7YM-2R&q=85&s=4ece0b50aaeab9eaa7d586f32eccd3b1" alt="Marketing 360 Settings Developers page with the Add New Key button highlighted" width="1200" height="787" data-path="static/images/integrations/marketing/marketing-360/image1.png" />

3. Enter **FieldPulse** as the **Key Name**, select the **CRM** checkbox, then select **Create Key**.

   <img src="https://mintcdn.com/fieldpulse/Z-aHosBQ4T7YM-2R/static/images/integrations/marketing/marketing-360/image4.png?fit=max&auto=format&n=Z-aHosBQ4T7YM-2R&q=85&s=f6dd61dac68068852bae79e4ea868a14" alt="Create API Key form with the CRM checkbox selected and Create Key highlighted" width="1200" height="787" data-path="static/images/integrations/marketing/marketing-360/image4.png" />

4. Copy the **Client ID** and **Client Secret**. Copy them now — once you leave the page or select **Done**, you cannot view them again without repeating these steps.

   <img src="https://mintcdn.com/fieldpulse/Z-aHosBQ4T7YM-2R/static/images/integrations/marketing/marketing-360/image2.png?fit=max&auto=format&n=Z-aHosBQ4T7YM-2R&q=85&s=8a071bff250cbb43f3a23d4e13dfa729" alt="Key Created Successfully panel with Client ID and Client Secret copy buttons" width="1200" height="787" data-path="static/images/integrations/marketing/marketing-360/image2.png" />

5. Use the chat in the bottom-right corner of FieldPulse to send your **Client ID** and **Client Secret** to the FieldPulse Support team. Support completes the remaining setup.

## Match your fields so data syncs

Before data can sync, align these FieldPulse fields with their Marketing 360 equivalents. In Marketing 360, go to **Dashboard** > **CRM** > **Settings** to add or adjust the values.

<img src="https://mintcdn.com/fieldpulse/Z-aHosBQ4T7YM-2R/static/images/integrations/marketing/marketing-360/image3.png?fit=max&auto=format&n=Z-aHosBQ4T7YM-2R&q=85&s=46e06c11d637bbafa291b7a8cf8ec013" alt="Marketing 360 CRM Settings with Contact Types, Contact Statuses, and Manual Sources highlighted" width="1200" height="787" data-path="static/images/integrations/marketing/marketing-360/image3.png" />

| **FieldPulse field**          | **Marketing 360 field** | **What to do**                                                                                                                                                                                                                                                                                  |
| ----------------------------- | ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Lead Source                   | Manual Sources          | Match the FieldPulse **Lead Source** options to the Marketing 360 **Manual Sources** options. **Required:** add **Default** as one of the Manual Sources.                                                                                                                                       |
| Customer Pipeline Status      | Contact Statuses        | Match the FieldPulse **Customer Pipeline Status** options to the Marketing 360 **Contact Statuses** options.                                                                                                                                                                                    |
| Custom Tags & Customer Status | Contact Types           | Both FieldPulse **Custom Tags** and **Customer Statuses** (Lead, Opportunity, Current Customer, Lost, Other, Inactive) sync into Marketing 360 **Contact Types**. Match the option lists. If you add new custom tags in FieldPulse later, add them in Marketing 360 too, or they will not sync. |

## Sync existing customers

Only customers created **after** the integration is set up sync automatically. If you used FieldPulse before connecting Marketing 360, [contact the FieldPulse Support team](https://www.fieldpulse.com/company/contact-us) (email [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat) to sync your existing customers. Large customer lists may sync slowly.

## Related articles

* [How to Track Lead Sources](/customers/leads-pipeline/sources)

* [Setting Up Customer Statuses](/customers/managing-customers/statuses)

* [Setting Up a Custom Sales Pipeline](/customers/leads-pipeline/sales)

* [How to Tag and Sort Customers](/customers/managing-customers/tagging-sorting)

Your setup is working when a [customer you create in FieldPulse](https://www.fieldpulse.com/features/customer-management) after setup appears in Marketing 360 with the matching lead source, status, and tags.


## Related topics

- [Marketing & Lead Gen](/integrations/marketing/index.md)
- [Setting Up the Mailchimp Integration](/integrations/marketing/mailchimp.md)
- [Setting Up the CHIIRP Integration](/integrations/marketing/chiirp.md)
- [Setting Up the Signpost Integration](/integrations/marketing/signpost.md)
