Reporting & AnalyticsPurpose
1.2. Automatedly fetch leads from multiple sources, map associated campaigns, track expenses, and calculate ROI metrics in real time.
1.3. Streamlines reporting & analytics by integrating marketing, sales, and finance tools, supporting future campaign planning and budget allocation.
1.4. Supports professional services in understanding which channels drive the highest-value leads, automating the attribution and report delivery process.
Trigger Conditions
2.2. Campaign status updated in marketing platform.
2.3. Periodic time-based trigger (daily, weekly, monthly) for automated reporting.
2.4. Expense or ad spend recorded in system.
2.5. Manual trigger from dashboard for ad-hoc updates.
Platform Variants
• Feature/Setting: Automate “Lead Creation” Events using the Streaming API to trigger workflows.
3.2. HubSpot
• Feature/Setting: Automated Workflows using Webhooks on “Contact Created” or “Form Submitted” events.
3.3. Google Ads
• Feature/Setting: Automated Report Scheduling API pulls campaign spend and ROI data.
3.4. Facebook Ads
• Feature/Setting: Facebook Marketing API for campaign spend automated fetching and event attribution.
3.5. Google Analytics
• Feature/Setting: Automate “Event tracking” and “Goals” reporting using the Reporting API.
3.6. Mailchimp
• Feature/Setting: Reports API for automated campaign performance extraction.
3.7. LinkedIn Ads
• Feature/Setting: Automated Insights API to fetch ads metrics for ROI analysis.
3.8. Pipedrive
• Feature/Setting: Webhooks on deal/lead automation events for source attribution.
3.9. Zoho CRM
• Feature/Setting: Automated Workflows with Connection to Campaign and Lead APIs.
3.10. ActiveCampaign
• Feature/Setting: Automate data extraction via Contact and Campaign Reporting API.
3.11. Stripe
• Feature/Setting: Event Webhooks on payment or charge.succeeded events, automate revenue tracking per campaign.
3.12. QuickBooks Online
• Feature/Setting: Automated Expense API to log campaign-related expenses.
3.13. Xero
• Feature/Setting: Automate expense entry retrieval via Accounting API for ROI calculations.
3.14. Trello
• Feature/Setting: Webhook triggers for moving leads or ROI analytics cards.
3.15. Jira
• Feature/Setting: Automate reporting with Issue Created/Updated Webhooks for campaign tracking tasks.
3.16. Slack
• Feature/Setting: Automation via Incoming Webhooks and Message Events for lead/campaign notifications.
3.17. Airtable
• Feature/Setting: Automation with Webhooks and API for aggregating source/campaign ROI data.
3.18. Google Sheets
• Feature/Setting: Sheets API and Triggers to automate source, spends, and ROI analytics.
3.19. Looker
• Feature/Setting: Automated dashboards updating via the Looker API and Webhooks.
3.20. Tableau
• Feature/Setting: Automated Data Extract Refresh API for real-time ROI dashboards.
3.21. Power BI
• Feature/Setting: Push Data API to automate ROI report updates from connected services.
3.22. Notion
• Feature/Setting: Automate database update via Notion API for lead source and campaign performance tables.
3.23. Monday.com
• Feature/Setting: Automations on Board Changes and API for campaign workflow updates.
3.24. Microsoft Teams
• Feature/Setting: Automated notifications using Bots API for campaign or lead updates.
Benefits
4.2. Automation eliminates manual reporting errors in campaign data.
4.3. Automates trend spotting for high-performing lead sources.
4.4. Automating the aggregation of disparate marketing data sources.
4.5. Scalable automatable solution supports growth in campaign volume.
4.6. Automator feeds ROI results directly into analytics dashboards for immediate action.
4.7. Automatedly aligns marketing, sales, and finance stakeholders with transparent reporting.
4.8. Saves labor costs by automating routine campaign data workflows.