Send New Leads to Your CRM - Hubspot
Isaac Rudansky
Lesson Info
94. Send New Leads to Your CRM - Hubspot
Lessons
Welcome to Facebook Messenger Chatbot Masterclass
08:17 2What is Messenger Marketing
09:07 3Advantages to Using Facebook Messenger Marketing
14:17 4How is Chatbot Marketing Different Than Other Marketing Channels
07:08 5Who Can Use Messenger Bots to Their Advantage
04:43 6Quiz - Chapter 1
Ecommerce Chatbot Strategies
09:59 8Webinar - Event Registrations Using Chatbots
04:13 9Lead-gen Chatbot Strategies
09:10 10Using Chatbots to Promote Educational Resources
09:42 11Using Chatbots to Stay in Touch With Your Customers
07:45 12Calculating LTV and CAC to Formulate Incentive Plans
11:06 13Ideas for Incentive Structures to Promote Through Facebook Chatbots
08:31 14Quiz - Chapter 2
15Commitment and Consistency in Chatbot Design
14:55 16Increasing Customer Value With Reciprocity
14:25 17Using Social Proof to Build Trust and Identity
11:41 18Likability - Your Secret Weapon to Successful Bot Marketing
11:07 19Using Scarcity to Drive Your Customers to Convert Faster
08:42 20Understanding the Fogg Behavior Model and How to Use It to Your Advantage
15:53 21Quiz - Chapter 3
22What is Mobile Monkey
04:12 23Creating a Mobile Monkey Account and Connecting Your Facebook Page
05:41 24Viewing Active Bots and Adding Users
02:42 25Create Your First Chatbot
03:22 26Quiz - Chapter 4
27Widgets, Page Flow and Organization
08:20 28Understanding Q&A and What They're Used For
02:07 29Adding Q&A Items
05:45 30Understanding Unanswered Questions
03:56 31Configuring and Editing Bot Builder Settings
03:31 32All About the Text Widget
06:45 33All About the Image Widget
00:55 34All About the Form Widget
09:47 35All About the Quick Question Widget
07:21 36All About the GIF Widget
02:40 37All About the Attachment Widget
02:07 38All About the Attribute Widget
01:30 39All About the Connection Widget
03:10 40All About the Email Widget
03:06 41All About the Gallery Widget
06:02 42All About the List Widget
02:32 43All About the Navigate Widget
03:03 44All About the Typing Widget
03:03 45All About the Video Widget
02:37 46Quiz - Chapter 5
47What's a Chat Blast Anyway
03:14 48A Few Useful Chat Blaster Use Cases
05:32 49Chat Blasting Vs. Drip Campaigns
05:46 50Planning Four Chat Blast Ideas - Part 1
10:11 51Planning Four Chat Blast Ideas - Part 2
12:08 52Organizing Our Chat Blast Pages in the Mobile Monkey Page Builder
04:48 53Building Our Coupon Chat Blast
10:47 54Testing Our Chat Blast Before Blasting
04:43 55Launching Our First Chat Blast- Naming, Audience, Page and Purpose
08:30 56Building a Chat Blast to Drive Phone Calls
13:55 57Building Our New Product Line Chat Blast
15:44 58Building Our Competitive Advantage - Awareness Chat Blast
18:42 59Analyzing Chat Blast Results
01:47 60Why Are Lead Magnets Important
05:05 61Installing Your Chat Widget on a WordPress Site
06:05 62Installing Your Chat Widget on a Shopify Site
01:17 6358: Installing Your Chat Widget Through Google Tag Manager
04:53 64Link to Messenger and Adding It to Emails and Blogs
09:29 65Adding the Checkbox Plugin to Your Web Forms
03:10 66How to Use Facebook Comment Guards
16:33 67Creating Facebook Messenger Landing Pages
13:09 68Quiz - Chapter 7
69What Are Facebook Messenger Ads
05:31 70Messenger Ads Best Practices and Sample Strategies
12:14 71Creating a New Messenger Ad Campaign in Facebook
08:35 72Designing a Messenger Ad
13:26 73Completing Messenger Campaign Creation in Facebook Ads Manager
06:37 74Drafting Our Mobile Monkey Messaging Campaign Blueprint
06:30 75Creating and Naming All Our Pages in Mobile Monkey
03:32 76Building Our Messenger Landing Page in Mobile Monkey
04:21 77Finishing All the Other Facebook Messenger Bot Pages
13:54 78Duplicating Your Ad Groups to Try Different Targeting Settings
07:45 79Setting Up Mobile Monkey Q&A and Other Loose Ends
06:28 80Quiz - Chapter 8
81What Are Audiences in Mobile Monkey
07:54 82Creating an All Contacts and Gender Based Audience
04:12 83Timezone and Last Active Based Audiences in Mobile Monkey
06:33 84Creating an Audience Based on a Custom Variable
06:26 85What Are Drip Campaigns and Drip Campaign Best Practices
06:53 86Practical and Useful Drip Campaign Ideas
06:43 87Building and Reviewing Our Drip Pages in Mobile Monkey (10.3)
07:53 88Creating and Launching Our First Mobile Monkey Drip Campaign
08:39 89RSS Feed Step by Step and Best Practices (11.1)
09:56 90Quiz - Chapter 11
91What Are Connections and When Would You Use Them
02:49 92Creating a Connection to Google Sheets (12.2)
14:18 93Creating a Connection to Gotowebinar
09:37 94Send New Leads to Your CRM - Hubspot
07:26 95Send an SMS to Your Sales Team When a Contact Requests a Callback
09:59 96Quiz - Chapter 12
97Contacts - Searching, Exporting and Deleting
02:32 98Audiences in Mobile Monkey
02:04 99Forms - What They Are and How to Use Them
01:42 100Bot Analytics - How to Find Useful Information Using Mobile Monkey Analytics
02:45 101What You Need to Know About Staying Compliant With Facebook (14.1)
04:10 102Getting Approved for Subscription Messaging (14.2)
08:43 103Thank You, Getting Help, Final Thoughts
04:16 104Final Quiz
Lesson Info
Send New Leads to Your CRM - Hubspot
howdy chatbots, fans and welcome back in this lecture, I'm going to teach you how to set up a connection between mobile monkey and hubspot using zap this way, you could push your data from mobile monkey directly into hubspot or your crm doesn't matter if you're using Szot ho or hubspot or Salesforce or s. A. P. Orrin sightly or Microsoft dynamics or any of these other popular crm, all of those are available apps to use in zap here, which means you can make that connection between mobile monkey and that app. But in our purposes since hubspot is a really popular one, I use it a lot and we use it a lot for our clients. We're gonna walk you through how to do it with hubspot. So without further ado let's jump into mobile monkey. So here we are in a mobile monkey dashboard again and I'm gonna use the exact same body flow as we use in the previous lecture, which is that webinar registration form. Again, the first thing we wanna do is head over to our connections dashboard and add a new connec...
tion, a web hook. And I'm gonna title this hubspot all contacts connection description. We're gonna continuously send contacts. We're gonna continuously send contact data from an audience. We're going to select all contacts and we need that U. R. L. Okay, so we need to go back to zap here, we need to click make a zap. And once again we're gonna name our zap first and I'm just gonna call this mobile monkey to hubspot and I'm gonna search again for web hook. Well folks buys appear and it's going to be a catch hook because we're sending data from mobile monkey two's Appier save and continue. We're gonna skip the next step. We do not need to pick anything off a child key and we're going to copy this U. R. L. To our clipboard, we're going to paste the U. R. L. Here and we're gonna leave this as post and we're gonna add the attributes we want. So I'm gonna look for first, I'm gonna add first name, the value is gonna be a first name. I'm going to add an attribute called last name for last name. I'm gonna add an attribute for email and I'm gonna attribute and I'm gonna add an attribute for a phone. And this time phone is going to work because we can send phone numbers into our crm. And I'm gonna look for a phone number and keep in mind you could add whatever other custom attributes that you've collected. So if you have a hubspot field for company name or company size or whatever it may be. You could obviously send as many of those attributes from mobile monkey into hubspot into your crm. Let's test the connection to make sure the U. R. L. Is working again, we just to test test test test dot com, send the test connection is successful, which means that you are relevant zap you provided us is in working order, I'm gonna X out of this and I'm gonna turn my connection on because this way you need to turn the connection on in order for the next step ins appear to actually work. Now we're gonna go back to zap here and we're gonna see now we're gonna go back to zap here and we're gonna test to see if mobile monkey could successfully push the information into this web hook. So we're gonna click ok. I did this and now it's waiting for us to go do something. So let's go back to mobile monkey. Go back to our page flow go back to our webinar registration form and let's test this page in messenger so we can see if the information gets into happier properly. So again the weapon administration tap your email and obviously this is on the desktop that will work just as well on a mobile phone. What's your phone number? Click enter. Great. You're all set Isaac will send you a reminder an hour before the webinar begins and now the moment of truth let's go back to zap here to see what happened. Test successful. Beautiful. It's working as it should be. So let's go ahead and click continue and now we're gonna set up our zap to send the information to hubspot. So all you need to do is search for hubspot which is right here, click enter and we want to add and what we wanna do here is create or updated contact there are a lot of different options. I could add a if I have a complicated email workflow in hubspot. If I have an email workflow and but I could add a contact to a workflow. Say for example I have a workflow for people who submitted a sales request form or for people who downloaded a piece of content like an e book. And I have a bunch of emails that go out periodically and I've spent a lot of time putting that work flow together. And of course I could replicate that workflow in messenger but there's no reason why the email workflow doesn't have to also work. So anybody who downloads an e book, let's say through messenger through one of my boat flows into mobile monkey. I could then create a zap to add that contact to that directly to that workflow or I could add a contact directly to a list. For the sake of this example let's just create a new contact in hubspot. So I'm going to select, create or update contact that's the action that I want to happen. I'm going to click save and continue. I'm going to connect the account that I want and I'm gonna click save and continue. So now I'm gonna set up my so now I'm gonna set up the hubspot template with the information that I just sent in from mobile monkey through that test. So email great email came through beautifully because it's pulling from our hubspot account. It's pulling a lot of additional custom fields that we've set up in our own personal hubspot account. So to find the other variables quickly, I'm just gonna do a command f and search for first name right over here and I'm gonna do first name search for last name over here and put it in last name and phone phone number over here and put in my phone number field. Okay, so we have the four fields we want to send into hubspot scroll down and click continue. Here's the sample data. Let's send this test to hubspot and here in hubspot we see that the contact was successfully added and I know that this is the test that I just sent because this is the dummy phone number that I just put in. So I'm actually going to delete this contact and delete it back into zap here, click finish and turn this app on and you're done. So it takes just minutes to set up these complex connections that are so, so helpful and so useful and really help you supercharge what you're doing with mobile monkey. Getting all this data using the lead magnets using the marketing automation using the drip campaigns using the blasts and then you're really getting more powerful by taking all that data that you're receiving and pushing it into all these different systems that you're using. Whether it be go to webinar or whether it be hubspot or your other crm just creates so many more opportunities Zap. You're literally links up with thousands of applications like slack and Szot ho and zoom and so many more I F. T. T. And you could do such cool things with data if you get creative and your clients, if you're managing this for other companies, will be incredibly impressed when they see how sophisticated you're getting with your messenger marketing techniques. I look forward to seeing you in the very next lecture where I show you how to set up an sms text notification based on a zap and based on specific audiences in mobile monkey. I look forward to seeing you guys in a couple of seconds in the very next lecture.