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#INBOUND17#INBOUND17
MACGYVER-ING
FOR MARKETERS: HOW
TO BLOW MINDS WITH
THE POWER OF HUBSPOT
INTEGRATIONS
#INBOUND17
Sam	Allen	
Marketing	
Operations
Jeff	Dwyer
Software	Engineer
#INBOUND17
• I	am	responsible	for	Marketing	and	Sales	Operations	at	ezCater
• Hubspot “Super	Admin”
• Email	Developer	(Yes…I	love	inlined tables!)
• Responsible	for	building	all	of	our	workflows	and	batch	email	campaigns.
A 	 B I T 	 A B O U T 	 SA M
#INBOUND17
• HubSpot	alum:	Contacts	&	Social	Inbox
• Software	Engineer	(who	actually	respects	Marketers	since	he	likes	it	when	
people	use	his	software)
• Somervillain (Boston	thing,	it	means	I’m	from	Somerville,	MA)
• @jdwyah
A 	 B I T 	 A B O U T 	 J E F F
#INBOUND17
• ezCater is	the	only	nationwide	
online	marketplace	for	business	
catering.	Need	food	for	your	next	
team	lunch?	Order	it	on	
ezcater.com or	download	the	app!
• We	have	200+	employees
• We	raised	$35	million	in	January	
2017,	bringing	our	total	funding	to	
$70	million
• We	are	growing	between	2-3x	
year	over	year
• Working	at	ezCater is	AWESOME	
and	yes,	we	are	hiring!
A 	 B I T 	 A B O U T
#INBOUND17
• How	many	of	you	have	a	separate	software	application	(Store,	etc)?
• How	many	of	you	use	the	HubSpot	API	to	sync	details?
• How	many	of	you	use	Zapier?	With	HubSpot?
• How	many	of	you	use	Slack?
• How	many	of	you	use	a	Data	Warehouse?	Does	it	have	HubSpot	data?
A 	 FEW 	 QUEST I ONS
#INBOUND17
• Becoming	an	even	more	advanced	HubSpot user	and	marketer
• Plow	through	some	cool	things	you	can	do	with	HubSpot
• Introduce	a	few	products	and	services	you	can	use	to	achieve	more	
advanced	functionality	within	HubSpot
• Talk	through	some	work	arounds	and	MacGyver-style	integrations	and	tools
KEY	 TA KEAWAYS
#INBOUND17
1. Celebrate	closing	deals	with	a	“Sales	Gong”	in	Slack?
2. Randomize	users	for	testing	purposes?
3. Link	from	a	User	in	HubSpot	to	your	internal	tools?
4. Connect	email	campaigns	to	actual	revenue?
5. Attribute	users	based	on	whether	sales	actually	called	them?
6. Close	deals	automatically	when	an	order	is	placed?
AG ENDA : 	 TOP I CS	 W E	 W I LL	 COV ER
Have	You	Ever	Wanted	to?
#INBOUND17
HAVE	YOU	EVER	WANTED	TO:
1
HIT	AN	ENORMOUS	GONG?
#INBOUND17
HAVE	YOU	EVER	WANTED	TO:
1C E L E B R AT E 	 C L O S I N G 	 D E A L S 	 W I T H 	 A 	 “ S A L E S 	 G O N G ” 	 I N 	
S L A C K ?
#INBOUND17
How?	You’ll	need:
HubSpot Zapier Slack
#INBOUND17
H O W 	 I T 	 W O R K S :
TRIGGER	A	WORKFLOW
#INBOUND17
H O W 	 I T 	 W O R K S :
HIT	A	WEBHOOK
#INBOUND17
H O W 	 I T 	 W O R K S :
BUILD	THE	ZAP
#INBOUND17
H O W 	 I T 	 W O R K S :
INCLUDE	YOUR	HUBSPOT DATA	
IN	YOUR	“GONG”
#INBOUND17
H O W 	 I T 	 W O R K S :
THE	SLACK	GONG	FIRES!
#INBOUND17
U S E 	 H U B S P OT + 	 S L AC K 	 + 	 ZA P I E R TO G E T H E R 	 F O R 	
OT H E R 	 C O O L 	 ST U F F
C U T 	 D O W N 	 O N 	 S A L E S 	 F O L L O W 	 U P 	 T I M E !
#INBOUND17
HAVE	YOU	EVER	WANTED	TO:
2RANDOMIZE	USERS	FOR	TESTING	PURPOSES?
#INBOUND17
How?	You’ll	need:
HubSpot
#INBOUND17
The	Easy	Way
Just	add	a	randomization	
step	in	a	HubSpot	workflow.
#INBOUND17
The	Easy	Way
Just	add	a	randomization	
step	in	a	HubSpot	workflow.	
But…..	that	doesn’t	exist.
#INBOUND17
The	Easy	Way
Just	add	a	randomization	
step	in	a	HubSpot	workflow.	
But…..	that	doesn’t	exist.
OR	DOES	IT???
#INBOUND17
The	Easy	Way
Use	the	HubSpot Lead	
Rotator	to	randomly	assign	
an	owner	to	a	marketer.	Set	a	
number	value	on	each	
branch,	then	clear	the	
HubSpot Owner
#INBOUND17
The	Easy	Way
Continued
Use	an	”If/Then”	branch	
using	the	”Multivariate	
Testing”	field	to	determine	
what	email	version	a	user	
receives
#INBOUND17
The	More	
Advanced	
Way
Random	Numbers	
assigned	to	every	
contact	record
#INBOUND17
How?	You’ll	need:
Nerd																																																	HubSpot
#INBOUND17
HAVE	YOU	EVER	WANTED	TO:
3L I N K 	 F R O M 	 A 	 U S E R 	 I N 	 H U B S P O T 	 T O 	 Y O U R 	 I N T E R N A L 	
T O O L S 	 O R 	 B A C K ?
#INBOUND17
How?	You’ll	need:
Nerd																																																	HubSpot
#INBOUND17
How?	Use	the	HubSpot	API
#INBOUND17
How?	Set	internal	URLS	as	properties
#INBOUND17
How	about	links	to	associated	locations?
#INBOUND17
How?	Craft	links	to	the	company	search
#INBOUND17
How	about	links	from	our	app	to	
HubSpot?
#INBOUND17
How?	Link	to	https://app.hubspot.com/contacts/123/contact/jdwyer@ezcater.com
#INBOUND17
HAVE	YOU	EVER	WANTED	TO:
4C O N N E C T 	 E M A I L 	 C A M PA I G N S 	 T O 	 A C T U A L 	 R E V E N U E ?
#INBOUND17
Sent	->	Open	->	Click
#INBOUND17
Sent	->	Open	->	Click
We	Seek	That	Which	Lieth Beyond	the	Click
#INBOUND17
Sent	->	Open	->	Click	->	
Order
#INBOUND17
Behold.	The	
promised	land.
#INBOUND17
Emails:	They	Work
#INBOUND17
How?	You’ll	need:
HubSpot																Stitch																						Redshift																Periscope
#INBOUND17
How	Part	1?
#INBOUND17
How?
#INBOUND17
How	Part	2?
AWS	RedShift
#INBOUND17
How	Part	2?
#INBOUND17
How	Part	3?
#INBOUND17
HAVE	YOU	EVER	WANTED	TO:
5AT T R I B U T E 	 U S E R S 	 I N 	 Y O U R 	 R E P O R T 	 B A S E D 	 O N 	 W H E T H E R 	
S A L E S 	 A C T U A L LY 	 C A L L E D 	 T H E M ?
#INBOUND17
Before:			
Attribution	tracking	based	
on	page	landings.
Manual	process	of	
Salespeople	“Claiming”	
people	they	say	they	called
#INBOUND17
Before:			
And	Direct	Mail	experiment?	
Kinda… untrackable
#INBOUND17
After:			
Attribution	tracking	based	
on:	page	landings	
+	actual	call	logs	
+	actual	HubSpot	lists
#INBOUND17
How?	You’ll	need:
HubSpot																Stitch																						Redshift																Periscope
#INBOUND17
How?
Attribution	=		
1)	Sales	Call	
2)	Viral	Referral		
3)	Direct	Mail
3)	Last	Touch
#INBOUND17
How?
Attribution	=		
1)	Sales	Call:	HubSpot	Engagements	
2)	Viral	Referral:	Internal	ETL
3)	Direct	Mail:	HubSpot List	Member
3)	Last	Touch:	Event	Tracking
#INBOUND17
How?		HubSpot	Engagements
#INBOUND17
How?
Magic!
#INBOUND17
Yay!
#INBOUND17
HAVE	YOU	EVER	WANTED	TO:
6CLOSE	A	DEAL	WHEN	SOMEONE	ORDERS
#INBOUND17
Order	->	Close	Deal
#INBOUND17
How?	You’ll	need:
ezCater Nerd															HubSpot												Zapier																	HubSpot
#INBOUND17
Step	1:	
Create	Your	Criteria	for	
“Closed”	Sales.
For	ezCater,	it	is	when	a	
user	place	their	first	
order!
#INBOUND17
Step	2:	
Trigger	a	workflow	on	
contact	records	in	
Hubspot who	are	
“Closed”	and	send	
them	to	Zapier via	a	
webhook
#INBOUND17
Step	3:	
Build	Your	Zap!
- First:	Catch	Your	
”webhook”
- Second:	Run	a	
”Find	Associated	
Deal”	API	Call
- Third:	Run	an	
“Update	a	Deal”	
API	Call
#INBOUND17
Step	4:	
The	Deal	is	
Moved	to	
“Closed”!
#INBOUND17#INBOUND17
Enjoy	Your	Clean	Sales	
Pipeline!
#INBOUND17#INBOUND17
T H A N K 	 Y O U

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Macgyver-ing for Marketers: How to Blow Minds with the Power of Hubspot Integrations