How to Build Marketing Integrations Without Knowing Code

How to Build Marketing Integrations
without knowing code
October 8, 2015

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

2011
Founded
About CallRail
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3
20,000 +
Companies
U.S.
&
Canada
User
Centric
Call Tracking & Analytics for Data Driven Marketers

2011
Founded
About Zapier
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4
400,000 +
Users
Large &
Small
companies
500 +
Apps
The best apps. Better together.

Our Goal: To make your job as a marketer easier.
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What you’ll learn

Every client is different.
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What you’ll learn

Build inbound marketing solutions that fit both your and your client’s
Budget
and
Business
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What you’ll learn

✦ Workflow Tools
✦ Inbound Leads —to— CRM
✦ New Leads —to— Client Dashboard
✦ Lead Activity —to— Workflow Software
✦ Q and A
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What you’ll learn

How to Build
Inbound
Marketing Integrations
without Knowing Code.
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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
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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.

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Workflow Tools

1. Connector apps
2. Webhooks
3. Recording tools
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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
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What you’ll learn

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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
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What you’ll learn

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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
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What you’ll learn

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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
?

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Meetup.com campaign

✦ Workflow Tools
✦ Q and A
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What you’ll learn

49
Q & A
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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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How to Build Marketing Integrations Without Knowing Code