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 [ 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

6. Every client is different. 6 [ 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

7. Build inbound marketing solutions that fit both your and your client’s Budget and Business 7 [ 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

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 you’ll 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

15. 1. Connector apps 2. Webhooks 3. Recording tools 15 [ 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-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 [ 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.

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 Can’t automate? Try to record repetitive tasks.

21. 21 [ 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

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 you’ll learn InboundCon 2015 | How to Build Inbound Marketing Integrations without Knowing Code @zapier @callrail

23. 23 [ 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

24. 24 [ 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 landing page Keyword research AdWords campaign

25. 25 [ 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

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 [ 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

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

31. 31 [ 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

32. 32 [ 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 Citation cleanup Content Optimization Review Campaign Call Tracking Setup

33. 33 [ 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 “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

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

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 ?

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

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

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