Book A CRM Data Integration Discovery Call
In the data integration discovery calls, we discuss which sources you want to pull data from, how you want to visualize your data, what challenges your experiencing, pricing, and how best to ingest the data so it’s actionable and manageable for your team.
Pull All Your Lead Data Into A Central Location
Running Meta Facebook Lead Forms, but don’t know how to pull data seamlessly into a location? How about LinkedIn and Google Ads? Our team can pulls data from any source and transfer to any platform for CRM and Data Management.
Those are the cornerstones of our analytics team and how we showcase the effectiveness of any comprehensive digital campaigns we launch for clients. Our standard Form Data Sources & Transfer Options Include:
- Meta (Facebook Lead Gen Forms)
- TikTok Lead Gen Forms
- Google Ads Lead Forms
- LinkedIn Lead Gen Forms
And we can pull your data from any other CRM Lead Management Source Including:
- Click Funnels
- High Level
- Formstack
- Jotform
- CallRail
- WordPress Gravity Forms
- Hubspot
- WP Forms
- SquareSpace
- Other Form Integrations With Zapier
Push All Your CRM & Lead Data Into Any Source For Management & Tracking
Having trouble getting data into the proper crm or lead management software?
Our team will partner with you in choosing a central source (final destination) that will allow you to review and manage your leads proactively for follow up and tracking. Below are a sample of the sources we integrate with:
- Google Sheets
- CallRail
- Salesforce
- HubSpot CRM
- High Level
- Nutshell CRM
- Pipedrive
- Zoho
- Other CRM’s Supported By Zapier
Pull 100’s Of Data Fields For Proper CRM Lead Management
Some companies want to measure phone calls or leads. But there is is always a bigger story to tell on all the actions that lead up to real leads, sales, and even foot traffic to your company. Our advanced analytics team can track everything that is critical to you understanding whether your advertising is truly translating into actions and leads.
- First Name
- Last Name
- Phone Number
- Address
- Marketing Source
- Digital Channel Source
- Digital Medium
- Company Name
- LinkedIn Profile URL
- Many More….
CRM Lead Data Integration Process
1
Choose Data Source
Whether it’s marketing sources (FB Lead Gen Forms) or another CRM/Data Source (Hubspot, Google Sheets), pick the source we must pull data from.
2
Determine Connection Source
We have a number of connection and transfer sources to choose from. Beit native integrations or other popular ones like Zapier, we will choose the connection source that makes for seamless integration.
3
Choose Fields To Extract
Determine all the fields that we must pull from the original data sources including but not limited to (Name, Email, Phone, Marketing Channel Source, and More)
4
Choose Destination Source
Pick final destination sources to receive the data. This can be any CRM Software Platform or other sources like Google Sheets.
5
Test & Measure
Test and measure to ensure data is being visualized and transferred properly. This is a 1 – 2 week process for testing.
View Your Lead Data Via Our Reporting Platform
This is an area we love to talk about. With analytics, we can determine what’s effective and what’s not and turn ineffective campaigns into positive ROI campaigns for our clients. You will receive regularly reports highlighting the most important functions of your campaigns and we will report on everything via one dashboard.
Doesn’t matter the source your leads are coming from. We can pull all your leads into our reporting platforms so you can visualize the impact of your marketing campaigns and reconcile lead data in real time.
“Marketers are expected to spend over 11% of their total budget on analytics.”
“84% of marketers cannot measure and report on the contribution of their programs to the business.”
“Over 75% of B2B businesses lack industry and revenue information for leads in their database.”
It’s clear that analytics matters to companies that need to measure performance. And our analytics team has the tools to track all campaigns we running both online and offline.
Interested, fill out the contact form or call us at 1 (877) 776-7358.