In this insightful presentation, you will get a demonstration of marketing integrations that are simple to build, easy to reproduce, and will make every marketers job easier. From reporting inbound lead data within client-facing dashboards to pumping new leads directly into your companys CRM, your marketing workflows will become more efficient by implementing these time-saving marketing hacks.
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How to Build Marketing Integrations Without Knowing Code
1. How to Build Marketing Integrations
without knowing code
October 8, 2015
2. 2
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
3. 2011
Founded
About CallRail
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
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 youll 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 youll 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 clients
Budget
and
Business
7
[ I N B O U N D C O N 2 0 1 5 ]
What youll 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
[ I N B O U N D C O N 2 0 1 5 ]
What youll 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
[ 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
10. How to Build
Inbound
Marketing Integrations
without Knowing Code.
10
[ 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
11. How to Build
Inbound
Marketing Integrations
without Knowing Code.
11
[ 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
Unified workflows
12. How to Build
Inbound
Marketing Integrations
without Knowing Code.
12
[ 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
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
[ I N B O U N D C O N 2 0 1 5 ]
What youll 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
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
No integration?
No problem.
19. 19
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Cant 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
[ I N B O U N D C O N 2 0 1 5 ]
What youll 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
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
Inbound Leads to CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
29. 29
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
What youll 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
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
New Leads to Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
36. 36
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
New Leads to Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
38. 38
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
What youll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
41. 41
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
Lead Activity to Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
44. 44
[ I N B O U N D C O N 2 0 1 5 ]
Lead Activity to Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
45. 45
[ I N B O U N D C O N 2 0 1 5 ]
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
[ I N B O U N D C O N 2 0 1 5 ]
Lead Activity to Workflow Software
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
47. 47
[ I N B O U N D C O N 2 0 1 5 ]
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 youll 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