Integration triggers
Integrating your call tracking data with your favorite marketing tools is a no brainer, as it helps you make the most of your lead attribution efforts and get a better understanding of your data. However, it’s essential to ensure that the data you’re integrating is accurate, relevant, and free from any unnecessary information that may muddle your database.
Enter Nimbata’s integration triggers!
Integration Triggers allow you to set criteria to determine which calls are sent to each of your third-party integrations. This way, you are in charge of the information you want to send to the apps that you use everyday.
OK, but how do integration triggers work?
Triggers are customizable at the brand level within your Nimbata account, so you have complete control over the data you’re sending to your marketing or sales stack. You can filter calls based on various criteria, such as tracking number, call type, call tag, or call duration, to name a few. This way, you can ensure that you’re only sending the most relevant information to each integration.
Here are some examples:
- Filter calls by tracking number to send specific calls to different integrations (e.g. Google Sheets for offline campaigns and Hubspot for website pool calls)
- Filter calls by type (first-time callers, missed calls, all calls, etc.)
- Filter calls by call tag (send only calls with specific call tags to chosen integrations)
- Filter calls by duration (only report calls exceeding a certain length, such as 30 seconds, 1 minute, or 5 minutes)
- Filter calls by UTM tags (utm source, utm medium, utm campaign)
- Filter by Value (send only calls that have resulted in a sale)
Send only sales calls to your CRM
With Integration Triggers, you have the ability to only send calls tagged as “Sales” to your CRM, such as Salesforce or HubSpot, ensuring that your campaign and workflow data remains clean and free from support calls.
Send quality calls as conversions in Google Ads
In some industries, longer calls are a sign of valuable calls, while anything less than a minute in duration is usually considered a misdial or mundane inquiry. By using Integration Triggers, you can choose to only send calls over a certain length to Google Ads, so you’re only analyzing the success of your campaigns based on meaningful phone leads. This way, you can focus your lead generation efforts on true conversions and ensure that you’re not wasting time on calls that aren’t relevant to your business.
Inform customers about missed calls
Sometimes you may wish to notify your customers about calls that were not answered and meet specific criteria (e.g. calls from campaign with utm_source=google). With Integration Triggers, you can choose to only send missed calls from these marketing sources or campaigns to your customers in the form of an e-mail notification, so your clients know which calls to follow up with first.
Show me how!
Conclusion
In conclusion, Integration Triggers offer a flexible and customizable way to integrate your call tracking data with your other marketing tools. With these triggers, you can choose the information you want to send to each integration, ensuring that your data remains accurate and relevant. Whether you want to send only sales calls to your CRM, prioritize callers that need more attention, or focus your lead generation on true conversions, Integration Triggers provide you with the tools you need to achieve your goals.
By setting custom Integration Triggers, you’ll get a better handle on your call data in a way that matters for your business and ensure that you’re only sending the most relevant information to each marketing or sales tool you use.
