Upgrading data communication for sales departments

An agile workflow helping sales and support departments accelerate the leads management process

Prospects sign in at an Unbounce landing, then their data is pushed to Salesforce and HelpScout and the cases assigned

Unbounce is a powerful tool for running landing pages for marketing campaigns. When combined with other tools for support and sales, the organization can get dramatically improved its results, compared to having disconnected workflows. It can help with processes such as syncing entries and status between Salesforce and HelpScout, or maybe assigning new leads to salespeople depending on their availability . Concerning its level of complexity, this automation implementation difficulty is 1 to 3 out of 5.One can require basic "push data" functionality that can be achieved with little knowledge on an integration's platform, or one can also automate processes that are quite more complex, involving the creation of a centralized leads database and two-ways syncing between multiple apps. Now, the most important: about the time your organization can save. Each workflow is unique and so its related marketing strategy. However, let's just consider an average of 25 minutes a day to open email notifications, write to pears, and decide on the lead's assignment. Say we are having a team of ten members. Then we would be talking about 83 hours a month, for a total of 1000 hours a year. That is a lot of time and money ($20,000+) that will be saved!
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What technology stack is involved? Maybe use Zapier or Parabola? Integromat perhaps? What about custom coding an application that calls the API? When are these scenarios valid? What is the time that will be saved? What are the platform's limitations? Getting started with us meaning not having to worry about these and many inquries, and rest assured about the technical side of integrations is solid.
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The key questions, answered

What this integration is all about?

The Unbounce leads to Salesforce and HelpScout integration is an agile workflow helping sales and support departments accelerate the leads management process. The process is as follows: Prospects sign in at an Unbounce landing, then their data is pushed to Salesforce and HelpScout and the cases assigned . Unbounce is a powerful tool for running landing pages for marketing campaigns. When combined with other tools for support and sales, the organization can get dramatically improved its results, compared to having disconnected workflows.

How difficult is this integration to implement?

1 to 3 out of 5.Perhaps the most technically challenging part of this integration would be related to synchronizing in both directions in between multiple apps and a centralized database for leads, only if such a scenario is required.

When should I consider building it myself versus hiring a specialist?

This Unbounce leads to Salesforce and HelpScout workflow is a simple to develop an integration that does not require high technical skills. All major Integration apps will offer you a straightforward path to getting it done. With this automation there are scenarios for which digging deeper into this integration can pay its benefits: you might find it beneficial to synchronize the data in both directions (Salesforce <-> HelpScout). You might want to add other apps to the process. Or you might even need to create a centralized database for leads. Here is an example: Creating a Spreadsheet or Airtable that works as a centralized database for leads would require synchronization in both directions between multiple applications. In this scenario, depending on the volume of the database, calling records via a custom API might be more efficient. Later, working on the development of spreadsheets scripts or complex functions might be needed to improve the management of this database. Finally, creating periodic backups would probably be valuable. This is all requiring a little more technical proficiency than a very basic workflow setup. One can require basic "push data" functionality that can be achieved with little knowledge on an integration's platform, or one can also automate processes that are quite more complex, involving the creation of a centralized leads database and two-ways syncing between multiple apps. Working this kind of automation with Parabola or similar might end up being more expensive than its equivalent in a server with a custom API, given the number of calls that are to be issued, and the limitations that "updating with a trigger" implies. This will, of course, depend on the editor's workflow and many other factors unique to your organization. For very complex systems, working this kind of automation with Parabola or similar ALONE might end up being more expensive than its equivalent in a server with a custom API, plus Parabola for minor functions, given the number of calls that are to be issued, and the limitations that "updating with a trigger" implies. This will, of course, depend on the organization's workflow and many other factors unique to it.

How much time can this automation save for my organization?

Each workflow is unique and so its related marketing strategy. However, let's just consider an average of 25 minutes a day to open email notifications, write to pears, and decide on the lead's assignment. Say we are having a team of ten members. Then we would be talking about 83 hours a month, for a total of 1000 hours a year. That is a lot of time and money ($20,000+) that will be saved! Here is another piece of information: We can have the synchronization being both directions so that sales and support are always up to date. Furthermore, we can create a live synced Spreadsheet centralized leads database that removes your organization's unhealthy dependency on a specific app for sales or support. Thus, the return of investment for automating this workflow would go beyond just saving hours. Your team would certainly communicate better, react faster, and work more agile. But also, your organization would be not stuck into apps that do not evolve at the phase you require.

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