自动化数据上传：如何obo。代理机构将潜在客户创建时间缩短了 25%
适用行业
- 设备与机械
适用功能
- 销售与市场营销
用例
- 租赁金融自动化
- 时间敏感网络
服务
- 系统集成
关于客户
敖包。 Agency 是一家基于客户的营销公司，帮助客户提高营销自动化、优化销售流程并通过内容和设计提高参与度。他们与拥有定制软件并需要与其他工具集成的客户合作。
挑战
敖包。 Agency 是一家基于帐户的营销公司，面临着手动筛选杂乱的 API 以从客户的定制软件中提取数据的挑战。这个过程既耗时又低效。
解决方案
为了实现数据迁移过程的自动化，obo 业务解决方案分析师 Doug Puccetti 提出。 Agency，使用 Zapier 的 webhooks 和代码构建了 Zaps。这些 Zaps 通过从客户数据库获取信息并将其转换为适合 HubSpot 和 Salesforce 等 CRM 的格式来自动处理工作负载。此外，Doug 将 HubSpot 和 Salesforce 与其他营销自动化软件和网络研讨会应用程序连接起来，以无缝传输潜在客户并将网络研讨会与会者添加到邮件列表中。
运营影响
数量效益
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