How does Zapier Automate Tasks to Improve Your PPC Campaign Performance?
PPC Analyst, Enterprise Specialist
What is Zapier? It is an online platform that automates workflows by allowing different apps and services to run cohesively. Zapier eliminates the need to hire or train a developer to build a custom integration, saving significant time and money. Zapier can increase your overall PPC campaign performance by automating the creation of customer match lists. Additionally, the platform can add leads from LinkedIn Lead Gen to your CRM and move them down the sales funnel.
Below is a non-exhaustive list of popular CRM Systems with Guided Workflows.
- Wix Automations
- Zoho CRM
You can also view the full list of Customer Relationship Management apps via the link.
Send Notifications about Pay-Per-Click Campaign Changes
There is a lot of elements to track when you’re managing multiple active campaigns at once. For example, you want to know when a campaign goes live if you have one scheduled in advance. Additionally, you might be interested in learning when a campaign’s specific goals are achieved.
Make sure everyone is informed when new advertising campaigns go live, especially if you’re part of a team that set up various ad campaigns. Companies contracting agencies to develop ad campaigns might also want to be informed.
Here are several examples of Zaps to help you stay on top of your campaigns.
- Get emails for new Facebook leads.
- Get emails about New LinkedIn leads.
- Send messages to the slack channel when New Google Campaigns launch.
- Create Airtable records when a new Google Campaign is launched.
- Create Trello cards when a New Google Campaign is launched.
Employing Automation in Your Sales Funnel
One of the biggest challenges of measuring the effectiveness of PPC campaigns is ensuring the data flows from the advertising platforms to your CRM. Automation allows you to automatically upload Facebook leads, Google leads, and LinkedIn leads to your CRM. This removes the step of manually downloading leads and importing them. Moving these leads to your sales team faster increases the chances of moving them down your funnel and closing a sale.
What If You don’t Funnel Leads to a Sales Team?
Once you collect the information from your lead form, you can set a trigger within Zapier to send a follow-up email to your new contact.
For example, you are a residential real estate developer running lead gen ads for a new community that will break ground in six months and wants to provide information throughout the build. Once the contact submits a form through your website, it will be uploaded to your CRM. The software also pushes the email address to segmented lists within email marketing platforms, such as Mailchimp or Constant Contact.
- This action can trigger an email response immediately with more details of your new community’s amenities. It also pushes the lead further down the funnel.
- You can send automated emails to these leads when updates are made on the project, such as photos and floor plans.
Keep Track of Offline Conversions
Offline conversions are challenging to track but they are valuable to businesses. This type of conversion occurs when your customer’s journey starts online, but a sale takes place in person, over email, or by phone.
Placing the above example in the context of home sales, once customer information is integrated into your CRM, Zapier looks for certain conversion events such as “Contract signed” and pushes this data back into the ads platform. This gives you more data to optimize ongoing campaigns.
This process saves time and removes human errors that occur during manual data entry.
Why Automation is the Right Choice for Businesses
Managing multiple platforms for small to medium-sized businesses requires considerable time each week. The time required increases exponentially when working with enterprise-sized clients.
Each ad and campaign needs to be carefully monitored, including analyzing the data, making bid adjustments, adjusting to get an ad approved, or improving account performance.
Depending on the type of client you serve, there are dozen fluctuating metrics and moving parts in each campaign. You also need to worry about tracking purchases, new lead forms, incoming chat messages, and periodic algorithm changes.
Automation allows you to streamline these processes and simplifies them so you can get results while sorting all the data in your account. Automation is the best way to discover new options for optimizing and improving campaigns. Additionally, it allows you to focus on tasks that require more attention.