Amazing Integrations #2 : Using Zapier to integrate Harmony with Unbounce and Mailchimp to produce a seamless process to capture, nurture and convert leads

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    Written by HarmonyPSA on 2015-10-29 Last updated 2020-07-01 - 6 minute read

Welcome back to our series of blogs highlighting integrations with HarmonyPSA that will help streamline your workflow and boost team productivity.

In Amazing Integrations #2 I'll be taking a look at how you can use third party integration tool, Zapier, to integrate Harmony with Unbounce and MailChimp to produce a seamless process to capture, nurture and convert leads.


1. Lead Capture

Here's the scenario:

Your marketing works. Someone fills in the on-line enquiry form on your cleverly designed landing page and a lead is automatically created in Harmony, the required fields are auto-populated and the lead is assigned to a specific sales manager, who receives an email or text to let them know that a newly created lead is waiting for them in Harmony.

Here's how to make it happen:

To show how this can be easily set-up I'll take an example using the drag and drop landing page builder, Unbounce. Through Unbounce you can create responsive landing pages without the need to do any coding. Create your page with drag and drop editing tools, publish it and then use the URL as your link from Google ads, on-line advertising and other on-line PPC marketing activities.  People see your ad or listing, click on your link and, if they are interested to know more, fill in the form to subscribe to your newsletter or to enquire about your products and services.  You can set up A/B testing to figure out how to maximise your conversions.

To use Zapier to integrate Harmony and Unbounce you'll first need to create a Zapier account.  Once you have created your account click Make a Zap and you'll go to the screen below. Select Unbounce and HarmonyPSA and choose your trigger (New Form Submission) and action (Create Lead).

 

Unbounce and Mailchimp integration
Next, select your Unbouce and HarmonyPSA account.
 
Unbounce and Mailchimp integration
 
The next step is to match the information submitted on the form to your fields in Harmony.
 
Unbounce and Mailchimp integration
 
Then test and turn on!
 
Unbounce and Mailchimp integration
 
 

I have used Unbounce for this example, however, a bit of on-line research will reveal a good selection of on-line form builders you can use to capture leads from your web site and which you can also integrate with Harmony through Zapier.

2. Lead Nurture

Here's the scenario:

When a lead is created in Harmony (as triggered by an on-line request to subscribe to the newsletter) it will be automatically added to your MailChimp mailing list to become a part of the lead nurturing programme which will deliver you educated, informed and sales-ready leads.

MailChimp's lead automation workflow provides easy to use marketing automation, from a simple welcome email to new subscribers to a custom workflow, mixing and matching triggers, segments and emails you can use MailChimp to trigger emails to educate and engage with your leads and get them to a point where they are sales ready. You monitor who is opening and clicking through your emails and identify leads worth perusing.

Here's how to make it happen:

Before you set this up in Zapier you will need a MailChimp account.

In Zapier, click Make a Zap and you'll go to the screen below where you can choose your trigger (lead created in Harmony) and action (subsciber added in MailChimp).

Unbounce and Mailchimp integration
 
Next, select your HarmonyPSA and MailChimp accounts.
 
Unbounce and Mailchimp integration

The next stage is to match up the fields. You can also send a welcome email for new subscribers (as defined in your MailChimp account).

Unbounce and Mailchimp integration
 
Then test and turn on!
 
Unbounce and Mailchimp integration

 

Unbounce and Mailchimp integration

 

3.Convert

Those leads that have read and engaged with your nurturing emails are now educated and informed. Rather than chase cold leads you now have a pool of sales-ready, super-qualified opportunities ready to buy from you.

I hope you found this useful and would really welcome feedback if you have set up this, or any other, Harmony integration using Zapier.

See also Amazing Integrations #1: Trigger SMS Alerts from Harmony using Zapier 

 

 

 

About the Author: Harmony Business Systems Ltd (HBS) is the company behind HarmonyPSA, the most complete cloud PSA software on the market. Developed with functionality to cater for even the most complex needs of MSPs, VARs, ISVs and Professional Services organisations, HarmonyPSA truly is the next generation of PSA systems. Follow HarmonyPSA on , LinkedIn or Website


Tags: Amazing Integrations, capture leads, convert leads, Features, HarmonyPSA Integration, Integrations, mailchimp, nurture leads, unbounce, zapier

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