matelso - Hubspot - Integration

Jonas Kob
Oct 29, 2020 2:05:40 PM



A simple scenario:

Let's just imagine that we send out various flyers to sell our products. A typical ‘Call-ToAction’ in print is a phone call.
If you work with matelso, the call is not only transferred to the Call Agent, you will also get the campaign source and medium into a CRM connected with the touchpoint ‘Inbound Call’.

  1. For the processing of potential customers the sales representative should know from which flyer an interested party is contacting
  2. The marketing manager knows which formats and products work best and optimizes the next campaigns based on the information.
  3. Dialogue marketing is able to personalise the promotion for existing customers based on their reactions

In the digital world... can be collected much more precisely and marketing campaigns can be targeted systemically. The more data available, the more effective your campaigns. And even better: algorithms play out my advertising to those internet users who show the same buying behaviour. A call is not only a key characteristic for buying behaviour, statistically a caller even orders the high valued products. A hidden champion: A phone number will help you to prevent shopping basket dropouts.

Data Driven Marketing also means that you have to signal the algorithm when a purchase has taken place. The purchase process takes longer? matelso offers a simple solution via CRM integration in two steps.

Example: matelso - Hubspot

MATELSO-HUBSPOTN-2.0Which data is relevant?
hubspot contact
Original Source
Source: For budgeting various channels, it is often sufficient to make a quantitative statement: Which measures and channels generate leads?

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For the ROI calculation you will need an ID to transfer offline generated sales to your web tool.

For further data in Google Ads you need the click ID. You will be able coordinate and automate the bidding with offline data.

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No revenue value? Using individual evaluation metrics (e.g. hot/cold) you will be able to still make qualitative statements and transfer them to your web tool.

If you would like to provide additional support to the sales department, you can also transfer the last URL of a caller (before or after the answering)

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Step 2
Example: Hubspot - Google Analytics

hubspot-gaCID ENG

From matelso's point of view, it doesn't matter which CRM & web tool data is to be transferred to.

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Just talk to one of our experts:
+49 (0) 711 205 263 18 00

You already have your own matelso account? Here you can download the webinar slides for our module: Custom Push/Hubspot Integration:

Download PDF

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