how to build marketing integrations without knowing code

How to Build Marketing Integrationswithout knowing code

October 8, 2015

Presenting today[ 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

2011 Founded

About CallRail[ I N B O U N D C O N 2 0 1 5 ]

20,000 +Companies

U.S. &

Canada

User Centric

Call Tracking & Analytics for Data Driven Marketers

2011 Founded

About Zapier[ I N B O U N D C O N 2 0 1 5 ]

400,000 +Users

Large &Small

companies

500 +Apps

The best apps. Better together.

Our Goal: To make your job as a marketer easier.

[ I N B O U N D C O N 2 0 1 5 ]

What you’ll learn

Every client is different.

[ I N B O U N D C O N 2 0 1 5 ]

What you’ll learn

Build inbound marketing solutions that fit both your and your client’s

Budget

Business

[ I N B O U N D C O N 2 0 1 5 ]

What you’ll learn

✦ Workflow Tools

✦ Inbound Leads —to— CRM

✦ New Leads —to— Client Dashboard

✦ Lead Activity —to— Workflow Software

✦ Q and A

[ I N B O U N D C O N 2 0 1 5 ]

What you’ll learn

How to Build

Inbound

Marketing Integrations

without Knowing Code.

[ I N B O U N D C O N 2 0 1 5 ]

Say that again?

How to Build

Inbound

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Say that again?

What we do

How to Build

Inbound

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Say that again?

Unified workflows

How to Build

Inbound

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Say that again?

Anyone can do

How to Build

Inbound

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Say that again?

What we do

Unified workflows

Anyone can do

✦ Workflow Tools

✦ Q and A

[ I N B O U N D C O N 2 0 1 5 ]

What you’ll learn

1. Connector apps

2. Webhooks

3. Recording tools

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Workflow Tools

No-code glue.

Operate on triggers

and actions.

Trigger: when this happens…

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Workflow Tools

Action: do this.

• new email

• inbound phone call

• new form submission

• add contact to CRM

• count new lead

• add to mailing list

Trigger: when this happens…

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Workflow Tools

Action: do this.

1. Connector apps

2. Webhooks

3. Recording tools

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Workflow Tools

No integration?

No problem.

[ I N B O U N D C O N 2 0 1 5 ]

Workflow Tools

1. Connector apps

2. Webhooks

3. Recording tools

[ I N B O U N D C O N 2 0 1 5 ]

Workflow Tools

Can’t automate?

Try to record repetitive

tasks.

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Workflow Tools

• formulas, formatting

• chart creation

• custom reporting

• data entry

• data extraction

• browser automation

• marketing videos

• training videos

• screenshot markup

✦Workflow Tools

✦ Q and A

[ I N B O U N D C O N 2 0 1 5 ]

What you’ll learn

[ I N B O U N D C O N 2 0 1 5 ]

Inbound Leads —to— CRM

• 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

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Unbounce landing page

Keyword research

AdWords campaign

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“The internet is a great way to get on the net.”

• Prefers: Email notifications

• CRM: Spreadsheet/Rolodex

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Unbounce Email notifications

CRM: Spreadsheet/Rolodex?

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CRM: Spreadsheet/Rolodex

✦ Workflow Tools

✦ Q and A

[ I N B O U N D C O N 2 0 1 5 ]

What you’ll learn

[ I N B O U N D C O N 2 0 1 5 ]

New Leads —to— Client Dashboard

• 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

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Citation cleanup

Content Optimization

Review Campaign

Call Tracking Setup

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“So what are you doing for me again?”

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#1 on Google for “mercury free dentist”

Client-facing dashboard?

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New Phone Call

First Time Caller

Dashboard

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Raw Data Sliced &Diced Data

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Client-facing dashboard

✦ Workflow Tools

✦ Q and A

[ I N B O U N D C O N 2 0 1 5 ]

What you’ll learn

[ I N B O U N D C O N 2 0 1 5 ]

Lead Activity —to— Workflow Software

• New Client: National Freight Trucking Company

• Client Wants: New Drivers

• Services Sold: Social Media Campaign

CASE STUDY #3

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Twitter campaign

Meetup.com campaign

Mailchimp nurture campaign

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Twitter campaign

Meetup.com campaign

Mailchimp nurture campaign?

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Meetup.com campaign

Mailchimp nurture campaign

✦ Workflow Tools

✦ Q and A

[ I N B O U N D C O N 2 0 1 5 ]

What you’ll learn

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

THANK YOU!

October 8, 2015

how to build marketing integrations without knowing code

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