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.

Benefits of Toplyne (Actions)

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.

Getting started

1. From the Segment web app, navigate to Connections > Catalog and select the Destinations tab of the catalog.
2. Search for Toplyne Cloud Mode (Actions) and select it.
3. Click Configure Toplyne Cloud Mode (Actions).
4. Select an existing Source to connect to Toplyne (Actions).
5. To obtain the API key you have to move to the Toplyne dashboard
6. From your Toplyne dashboard, navigate to Settings > API Settings and click on + Generate new token.
7. Enter a name for your token, and select Does not expire under Expiration. Then click Generate new token
8. Copy the access token that has just been generated. This will be the API key that you will enter in Segment.
9. Save your changes and enable the destination.

Destination Settings

Available Presets

Toplyne Cloud Mode (Actions) has the following presets:

Available Actions

Build your own Mappings. Combine supported triggers with the following Toplyne Cloud Mode-supported actions:

• Send events

• Send Account Profiles

• Send user profiles

Send events

Send event track calls to Toplyne

Send events is a Cloud action. The default Trigger is: type = "track"

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Send Account Profiles

Send group calls to Toplyne

Send Account Profiles is a Cloud action. The default Trigger is: type = "group"

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Send user profiles

Send identify calls to Toplyne

Send user profiles is a Cloud action. The default Trigger is: type = "identify"

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