how to build marketing integrations without knowing code
TRANSCRIPT
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
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
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.
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
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
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Every client is different.
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Build inbound marketing solutions that fit both your and your client’s
Budget
and
Business
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What you’ll learn
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
✦ 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
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
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?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
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?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
What we do
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?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Unified workflows
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?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Anyone can do
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?
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
What we do
Unified workflows
Anyone can do
✦ 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
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
1. Connector apps
2. Webhooks
3. Recording tools
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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.
Trigger: when this happens…
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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
Trigger: when this happens…
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Workflow Tools
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Action: do this.
1. Connector apps
2. Webhooks
3. Recording tools
[ 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.
[ 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
1. Connector apps
2. Webhooks
3. Recording tools
[ 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
Can’t automate?
Try to record repetitive
tasks.
[ 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
• formulas, formatting
• chart creation
• custom reporting
• data entry
• data extraction
• browser automation
• marketing videos
• training videos
• screenshot markup
✦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
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
[ 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
• 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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Inbound Leads —to— CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
Unbounce landing page
Keyword research
AdWords campaign
[ 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
“The internet is a great way to get on the net.”
• Prefers: Email notifications
• CRM: Spreadsheet/Rolodex
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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?
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Inbound Leads —to— CRM
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
[ 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
[ 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
✦ 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
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
[ 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 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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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
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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?”
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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?
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
[ 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
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New Leads —to— Client Dashboard
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
[ 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
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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
✦ 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
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
[ 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
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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
[ 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
[ 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
[ 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?
[ 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
[ 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
✦ 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
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail
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
THANK YOU!
October 8, 2015
InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail