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B2B Content Marketing, B2B Digital Marketing, Business, Content Marketing, Digital Marketing

If you’re reading this, you’re likely currently running Lead Ads on Facebook or LinkedIn OR are trying to figure out how to set them up. One of the most critical steps to the set up process is ensuring any and all lead data captured from the ads are entered into your database so you can further segment, market and nurture those contacts. 

Unfortunately there aren’t many native integrations from within the Ad platforms into most databases to get leads from one platform to the other so that’s why we’ve put this How To Guide together. 

 

Integrate Facebook & LinkedIn Lead Ads Using Zapier

In order to properly get all lead data from Facebook and LinkedIn Lead Ads into your database, there are a number of steps you’ll need to take. 

 

Set Up Zapier 

The first step to the integration is creating and setting up a Zapier Account. Follow this link to create an account

 

Create A Zap to Integrate

Now that the account is created, you’ll need to create a Zap, which is the function that actually integrates Facebook/LinkedIn and your database. For the purpose of this article, we’re showing examples of connecting to LinkedIn Ads but the experience will be similar for Facebook Ads. 

 

1. Click on Create then New Zap

2. For the Trigger, click on the Trigger box then when the pop up box appears, search for either Facebook Ads or LinkedIn Ads (Note: these Ad Platform triggers are Pro Triggers which means you’d have to have an upgraded account in order to use them)

3. On the right side, there’s a box with settings you’ll need to make selections on. 

4. For the Trigger Event, select New Lead Gen Form Response

5. For the Account, click on Connect A New Account. This will prompt you to login to your personal LinkedIn account. 

a. Important Notes:  It’s critical that you have a LinkedIn Ads/Campaign Manager Account created for your company to be able to move forward with this step. You’ll also need to make sure you personally, the person trying to set up the integration & Zap has access to the Ad Account. 

integrate linkedin lead ads with crm

6. Once logged in, click Continue.

7. Next, you need to Configure the Trigger. For Account, select the name of your LinkedIn Ad Account. For Lead Form, select the Lead Gen Form you want to use for this integration 

a. Important Note: In order to complete this step, you’ll need to have your Lead Gen form already created inside of LinkedIn Ads. 

8. You’ll then be prompted to Test your Trigger which we highly recommend doing. This ensures that your trigger was set up correctly. If you do not test in this step, it makes setting up the Action Step further down much more difficult. 

9. Now it’s time to set up the Action you want to take place once someone fills out the form which is in this scenario, getting entered into your database. For the purpose of this article, we’re using Mailchimp as the Database App. 

10. Click on the Event box, then search the name of the database you want to connect LinkedIn Ads to. 

11. From there, depending on the database, the available Action Events may vary. But what you want to look for is an event that is Adding a Contact or Subscriber. 

12. Then you’ll need to login to your database in order to fully connect it. 

integrate linkedin lead ads with mailchimp

13. Once logged in, click Continue. 

 

The next grouping of steps is all for mapping the contact from LinkedIn or Facebook Ads into your database. Again, the selected database will determine what fields are available to be mapped but we’re calling out the most important ones here continuing to use Mailchimp as the example. 

  1. Select the Audience or List you want contacts from the Ads to be added to. (Note: You’ll need to have the audience or list already created in your database before it will be available to select in this step) 
  2. For the Email, either click in the field or click the plus icon and select the email address from the test record. 
  3. Make sure the Subscription Status is marked as Subscribed. 
  4. For Name, Email & Phone fields, either click in the field or click the plus icon and select those values from the test record. 
  5. If you are using Tags in your database for Segmentation, this is the step where you’ll apply those tags to leads that come from the ads. There should be a field for Tags where you can select what tag you want to apply to the contact. 
  6. Once all fields are mapped, click continue. 
  7. It will prompt you to test again and we highly recommend running a test to ensure the same test record that came through the Trigger, hits your database using the Action you just set up. 

 

At this point, if the tests were successful, you can Publish your Zap and it will be live and fire the next time someone submits your Lead Gen form. 

**There are a lot of options for other Actions and Filters you can create inside of Zapier such as setting up additional notifications that go to your team when someone submits the form so you can explore all of those if you wish. 

 

Benefits of Integrating Your Ads with Your Database

Now that we’ve gone through all of the steps to actually integrating Lead Ads with your Database, you might be wondering why it’s even worth doing outside of just getting them into the system automatically without manual intervention. But there are some additional benefits. 

 

Segmentation

We mentioned above that you may be using Tags inside your database to segment contacts based on their origin, industry, etc so ensuring contacts that come from Ads are added to your system and you know where they came from, allows you to better understand where they are at in their journey and you can send marketing messages out to them accordingly. 

 

Lead Nurturing 

Another benefit to getting lead ad contacts into your database is the additional opportunity to nurture them. These leads tend to be more passive, so they may not be ready to “buy” quite yet, but you can add them to a drip series where you share more about your company and offerings, stay top of mind, and hopefully get them to a place where they are ready to talk to you or better yet, purchase. 

 

We’ve covered a lot of information here and used some specific platforms as examples to help give you the basics you need to get your Lead Ads and Databases integrated to better market those contacts and ultimately convert them!

 

 

If You Are Looking to Focus on Getting More Visibility, Traffic, Leads, Sales or Have Questions, Call Us at 866-357-7422

Or Submit your information below

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    B2B Content Marketing, B2B Digital Marketing, Business, Content Marketing, Digital Marketing, Private Equity Digital Marketing

    We get it, all you hear about is “AI this” and ”AI that”, but the truth is that AI is ”ALL THAT”. There is no getting around it. So let’s take a deep breath together and dig in.

    In a market where efficiency, knowledge and responsiveness are critical, AI has become a powerful tool to support sales teams at packaging companies (or print companies that also do packaging). From automating processes to delivering personalized messages or quotes, AI is reshaping how sales teams in the packaging industry do their job. 

    This article goes into more detail on the potential of AI improving sales performance within the packaging industry, covering AI channels, specific tools, and what the future might hold for AI-enabled sales.

     

    How Can AI Help Sales Teams at Packaging Companies?

    For packaging companies, leveraging AI for sales isn’t just about automation, it’s about making the sales process more intelligent, targeted, and efficient. AI can streamline the lead generation process, customer relationship management, and customer support, allowing sales teams to focus more on closing deals than on repetitive or laborious tasks. Additionally, AI can provide deep insights into customer needs, enabling packaging companies to offer highly personalized recommendations and improve conversion rates.

    AI’s ability to analyze data quickly and accurately is invaluable for sales teams. By examining historical sales data, market trends, and customer behaviors, AI can help salespeople identify high priority leads, predict customer needs, and suggest the best times to reach out as a few examples. This targeted approach increases the likelihood of successful sales interactions and builds stronger customer relationships over time.

     

    AI Channels for Sales Teams at Packaging Companies

    There are a number of AI capable channels that will compliment and augment sales efforts for packaging companies, each offering unique advantages to address specific sales needs. These channels include AI phone agents, chatbots, and email automation, all of which can be customized to meet the demands of packaging sales teams and the company they work for (that’s you).

     

    AI Channels that Packaging Sales Teams Can Use

      • AI Phone Agents
      • AI for Chat
      • AI in Email

     

    AI Phone Agents for Packaging Sales

    AI phone agents are revolutionizing the way sales teams communicate with clients. By using natural language processing, voice cloning and machine learning, AI phone agents can handle customer questions, provide basic information, and even qualify leads over the phone. For packaging companies, these agents can answer common questions about products, pricing, and order status, reducing the workload on human team members.

    AI phone agents can also schedule follow-up calls and appointments for sales reps, ensuring leads are contacted at optimal times. These AI phone calls are data-driven, meaning that every interaction provides insights that improve over time, making the AI more effective with each conversation. By integrating with CRM systems, AI phone agents can access historical data on clients, personalizing conversations and enhancing the customer experience.

     

    AI for Chat at Packaging Companies

    Chat bots equipped with AI are becoming increasingly popular in the packaging industry. These bots engage with website visitors, answering questions in real time, directing questions to the appropriate person or department, and collecting lead information. For example, a prospective client visiting a packaging company’s website can immediately connect with a chatbot, which can assist them by answering product related questions, offering recommendations, and suggesting other products or services based on their needs.

    AI chat bots are available 24/7, which means they can assist customers and prospects outside of normal business hours. This availability improves customer satisfaction, as users receive instant responses, while sales teams can continue nurturing leads without needing to be present. Additionally more advanced chat bots can identify high-value leads based on their questions or needs and automatically notify the sales team, ensuring quick follow-up with prospective clients & customers.

     

    AI in Email for Packaging Sales Teams

    Email marketing and communication are still, and will be for a long time, very critical to packaging sales teams, and AI can optimize this channel in significant ways. AI can segment leads, personalize email content, and automate followup sequences based on customer behavior and engagement patterns. By tracking open rates, click-through rates, and other metrics, AI-powered tools can assess which types of emails have the biggest impact on specific audiences & contacts and adjust content accordingly.

    AI can also help sales teams draft personalized emails by analyzing previous interactions with a customer, tailoring each email to align with the client’s personal preferences. Additionally, AI can identify the best times to send emails for maximum engagement, ensuring that messages are delivered when recipients are most likely to respond. This level of customization makes email outreach more effective and strengthens relationships with potential and existing customers.

    Not to mention these AI Email Agents can schedule meetings and calls or give detailed information just like the phone or chat bot AI agents.

     

    The Future of AI for Sales at Packaging Companies

    The future of AI for sales in packaging companies promises even more advanced tools and capabilities, such as AI avatars and predictive modeling. These technologies will deepen the level of personalization and intelligence applied to sales, allowing companies to remain competitive in the market.

    AI Insights & Predictive Modeling

    AI’s ability to gather and analyze large datasets allows packaging companies to predict customer needs and anticipate market trends. Through predictive modeling, sales teams can forecast demand, plan inventory, and identify the most profitable customer segments. This data-driven approach enhances decision-making, ensuring that sales efforts are aligned with market conditions.

    Predictive analytics can also help sales teams optimize pricing strategies and identify potential upsell or cross-sell opportunities, contributing to increased revenue. By using AI-driven insights, packaging companies can better understand what drives customer behavior, allowing them to adapt their strategies proactively rather than reactively.

    AI Avatars & Salesperson Clones

    AI avatars represent the next level of customer engagement in sales. By using virtual assistants with human-like characteristics, AI avatars can interact with customers in a personalized and engaging way. For packaging companies, these avatars could serve as virtual sales representatives, answering complex questions, providing product demos, and helping customers visualize packaging solutions in real time. AI avatars offer a unique opportunity for companies to provide a more immersive customer experience without requiring additional human resources.

     

    As the packaging industry becomes more competitive, AI-driven sales strategies will continue to play a pivotal role in gaining a competitive edge. From AI phone agents to advanced predictive modeling, these tools enable packaging companies to streamline sales, enhance customer engagement, and make informed decisions. By integrating AI into sales processes, packaging companies can unlock new efficiencies and provide more personalized, responsive service that meets the evolving needs of their clients.

     

     

    If You Are Looking to Focus on Getting More Visibility, Traffic, Leads, Sales or Have Questions, Call Us at 866-357-7422

    Or Submit your information below

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      B2B Content Marketing, B2B Digital Marketing, Business, Content Marketing, Digital Marketing, Private Equity Digital Marketing

      We get it, you’re busy. With a million things on your plate, it can be tough to prioritize email marketing, even though you know it’s critical for your business. Email marketing as a discipline is filled with KPIs and reporting metrics that can feel overwhelming for some. Since you have limited time to dedicate to email marketing as a tactic, we’re sharing the most important KPIs to focus on, helping you maximize your results without getting lost in the data.

      Number of Emails Delivered

      Your email marketing efforts won’t get you results—whether that means increased website traffic, more phone calls, contact form submissions, or purchases—unless your emails actually land in your subscribers’ inboxes. This is a foundational metric and a good starting point for your email reporting. If you find that a significant portion of your emails aren’t reaching your audience, it’s time to clean your email list. Not only does this ensure your messages reach the right people, but it also improves the overall health of your email marketing account.

       

      Email Open Rate

      Once your emails are delivered, the next crucial step is getting recipients to open them. If your open rates are low, it may be time to reassess your subject lines—are they compelling enough to encourage clicks? A low open rate could also indicate that your email list lacks engagement. On the flip side, a high open rate is a great indicator that your subject lines resonate with your audience or that you have a highly engaged list, which you can leverage to further enhance your marketing strategy.

       

      Email Click Through Rate

      The click-through rate (CTR) is where the magic happens. This metric signifies the actions your subscribers take after opening your emails, leading them to your website, prompting purchases, or encouraging them to reach out. If your CTR is low, it’s essential to evaluate your email content. Ask yourself: “Is the content compelling enough to entice someone to click?” and “Are there clear calls to action guiding readers toward the next step?” These insights can help you craft more engaging emails that drive action.

       

      As mentioned, there’s an endless list of metrics to measure in email marketing. However, by focusing on these key KPIs, you’ll be well on your way to improving your email marketing performance in no time. Prioritizing these metrics allows you to make informed decisions that can lead to meaningful results for your business.

       

       

      If You Are Looking to Focus on Getting More Visibility, Traffic, Leads, Sales or Have Questions, Call Us at 866-357-7422

      Or Submit your information below

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