Toplyne Cloud Mode (Actions) Destination
Toplyne is a headless Sales AI for revenue teams. Toplyne's AI captures and understands every user click passed through Segment and enriches it with demographic data (through 3rd party enrichment tools). Toplyne then delivers opportunities for expansion and conversion into your existing CRM. Toplyne does this without involving your data and engineering teams. Cloudflare, Vercel, and Canva depend on Toplyne to build predictable pipelines and improve conversions and expansions for their sales and account management teams.
Toplyne (Actions) provides the following benefits:
- Reduced time-to-value. Seamlessly move your data from Segment to Toplyne with the click of a button.
- Clear mapping of data Actions-based destinations enable you to define the mapping between the data Segment received from your source and the data Segment sends to Toplyne.
- Pre-built mapping. Mappings for Toplyne, are prebuilt with the prescribed parameters and available for customization
- No 3rd party tool is involved. Move the data directly from Segment to Toplyne without the requirement of a 3rd party tool to facilitate the data sync.
- From the Segment web app, navigate to Connections > Catalog and select the Destinations tab of the catalog.
- Search for Toplyne Cloud Mode (Actions) and select it.
- Click Configure Toplyne Cloud Mode (Actions).
- Select an existing Source to connect to Toplyne (Actions).
- To obtain the API key you have to move to the Toplyne dashboard
- From your Toplyne dashboard, navigate to Settings > API Settings and click on + Generate new token.
- Enter a name for your token, and select Does not expire under Expiration. Then click Generate new token
- Copy the access token that has just been generated. This will be the API key that you will enter in Segment.
- Save your changes and enable the destination.
Your Toplyne API Key
Toplyne Cloud Mode (Actions) has the following presets
| Preset Name | Trigger | Default Action |
|---|---|---|
| Send User Profiles | Event type = "identify" | Send user profiles |
| Send Events | Event type = "track" | Send events |
| Send Account Profiles | Event type = "group" | Send Account Profiles |
Build your own Mappings. Combine supported triggers with the following Toplyne Cloud Mode-supported actions:
Mapping limits per destination
Send event track calls to Toplyne
Send events is a Cloud action. The default Trigger is type = "track"
Optional
The ID of the user to send events for. Required if anonymousId is not provided
Optional
The anonymous ID of the user to send events for. Required if userId is not provided
Optional
The ID of the account to send events for
The name of the event to send
The timestamp of the event
Optional
The properties of the event
Send group calls to Toplyne
Send Account Profiles is a Cloud action. The default Trigger is type = "group"
The ID of the account to send properties for
Toplyne calculates the creation time using the timestamp of the first event or group call
Optional
The properties of the account
Send identify calls to Toplyne
Send user profiles is a Cloud action. The default Trigger is type = "identify"
Optional
The ID of the user to send properties for. Required if anonymousId is not provided
Optional
The anonymous ID of the user to send properties for. Required if userId is not provided
Toplyne calculates the creation time of the user using the timestamp of the first track or identify call
Optional
The properties of the user