Get a demonstration of marketing integrations that are simple to build, easy to reproduce, and will make every marketer’s job easier. From reporting inbound lead data within client-facing dashboards to pumping new leads directly into your company’s CRM, your marketing workflows will become more efficient by implementing these time-saving marketing hacks.
How to Build Marketing Integrations Without Knowing Code
1. How to Build Marketing Integrations
without knowing code
October 8, 2015
2. 2
Presenting today
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Jason Kotenko
Platform & Partnerships,
Zapier
Mark Sullivan
Director of Partnerships,
CallRail
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
3. 2011
Founded
About CallRail
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3
20,000 +
Companies
U.S.
&
Canada
User
Centric
Call Tracking & Analytics for Data Driven Marketers
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
4. 2011
Founded
About Zapier
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4
400,000 +
Users
Large &
Small
companies
500 +
Apps
The best apps. Better together.
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
5. Our Goal: To make your job as a marketer easier.
5
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
6. Every client is different.
6
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
7. Build inbound marketing solutions that fit both your and your client’s
Budget
and
Business
7
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
8. ✦ Workflow Tools
✦ Inbound Leads —to— CRM
✦ New Leads —to— Client Dashboard
✦ Lead Activity —to— Workflow Software
✦ Q and A
8
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
9. How to Build
Inbound
Marketing Integrations
without Knowing Code.
9
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Say that again?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
10. How to Build
Inbound
Marketing Integrations
without Knowing Code.
10
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Say that again?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
What we do
11. How to Build
Inbound
Marketing Integrations
without Knowing Code.
11
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Say that again?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Unified workflows
12. How to Build
Inbound
Marketing Integrations
without Knowing Code.
12
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Say that again?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Anyone can do
13. How to Build
Inbound
Marketing Integrations
without Knowing Code.
13
[ I N B O U N D C O N 2 0 1 5 ]
Say that again?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
What we do
Unified workflows
Anyone can do
14. ✦ Workflow Tools
✦ Inbound Leads —to— CRM
✦ New Leads —to— Client Dashboard
✦ Lead Activity —to— Workflow Software
✦ Q and A
14
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
15. 1. Connector apps
2. Webhooks
3. Recording tools
15
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Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
No-code glue.
Operate on triggers
and actions.
16. Trigger: when this happens…
16
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Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Action: do this.
• new email
• inbound phone call
• new form submission
• add contact to CRM
• count new lead
• add to mailing list
17. Trigger: when this happens…
17
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Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Action: do this.
18. 1. Connector apps
2. Webhooks
3. Recording tools
18
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Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
No integration?
No problem.
19. 19
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Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
20. 1. Connector apps
2. Webhooks
3. Recording tools
20
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Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Can’t automate?
Try to record repetitive
tasks.
21. 21
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Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
• formulas, formatting
• chart creation
• custom reporting
• data entry
• data extraction
• browser automation
• marketing videos
• training videos
• screenshot markup
22. ✦Workflow Tools
✦ Inbound Leads —to— CRM
✦ New Leads —to— Client Dashboard
✦ Lead Activity —to— Workflow Software
✦ Q and A
22
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
23. 23
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Inbound Leads —to— CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
• New Client: Lawyer in Kansas
• Client Wants: New divorce cases
• Services Sold: PPC campaign
• Memorable Quote: “The internet is a great way to get on the net.”
CASE STUDY #1
24. 24
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Inbound Leads —to— CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Unbounce landing page
Keyword research
AdWords campaign
25. 25
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Inbound Leads —to— CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
“The internet is a great way to get on the net.”
• Prefers: Email notifications
• CRM: Spreadsheet/Rolodex
26. 26
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Inbound Leads —to— CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Unbounce Email notifications
CRM: Spreadsheet/Rolodex?
27. 27
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Inbound Leads —to— CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
28. 28
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Inbound Leads —to— CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
29. 29
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Inbound Leads —to— CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
CRM: Spreadsheet/Rolodex
30. ✦ Workflow Tools
✦ Inbound Leads —to— CRM
✦ New Leads —to— Client Dashboard
✦ Lead Activity —to— Workflow Software
✦ Q and A
30
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
31. 31
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
• New Client: Dentist in Austin, TX
• Client Wants: New cosmetic patients
• Services Sold: Local SEO
• Memorable Quote: “I want to come up 1st for Mercury Free Dentist”
CASE STUDY #2
32. 32
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Citation cleanup
Content Optimization
Review Campaign
Call Tracking Setup
33. 33
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
“So what are you doing for me again?”
34. 34
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
#1 on Google for “mercury free dentist”
Client-facing dashboard?
35. 35
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
36. 36
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
New Phone Call
First Time Caller
Dashboard
37. 37
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
38. 38
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Raw Data Sliced &Diced
Data
39. 39
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Client-facing
dashboard
40. ✦ Workflow Tools
✦ Inbound Leads —to— CRM
✦ New Leads —to— Client Dashboard
✦ Lead Activity —to— Workflow Software
✦ Q and A
40
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
41. 41
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Lead Activity —to— Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
• New Client: National Freight Trucking Company
• Client Wants: New Drivers
• Services Sold: Social Media Campaign
CASE STUDY #3
42. 42
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Lead Activity —to— Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Twitter campaign
Meetup.com campaign
Mailchimp nurture campaign
43. 43
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Lead Activity —to— Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
44. 44
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Lead Activity —to— Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
45. 45
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Lead Activity —to— Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Twitter campaign
Meetup.com campaign
Mailchimp nurture campaign
?
46. 46
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Lead Activity —to— Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
47. 47
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Lead Activity —to— Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Meetup.com campaign
Mailchimp nurture campaign
48. ✦ Workflow Tools
✦ Inbound Leads —to— CRM
✦ New Leads —to— Client Dashboard
✦ Lead Activity —to— Workflow Software
✦ Q and A
48
[ I N B O U N D C O N 2 0 1 5 ]
What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
49. 49
Q & A
[ I N B O U N D C O N 2 0 1 5 ]
Jason Kotenko
Platform & Partnerships,
Zapier
Mark Sullivan
Director of Partnerships,
CallRail
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
50. THANK YOU!
October 8, 2015
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail