If analyzing the efficiency and effectiveness of your marketing efforts falls on your shoulders, you're probably what people in the profession call—pardon the jargon—"really, really, busy."
With the amount of information available to track your results and the number of tools you need to pass this information between, turning all that raw data into readable, actionable insight is a tall and tedious task.
With Zapier, you can connect lead data and customer touchpoints to analytics tools to streamline your reporting and automatically generate a complete picture of your campaign performance. When apps lack built-in integrations, Zapier's automated workflows ensure a seamless connection between data sources and analytics.
To kickstart your marketing analytics automation journey, we've crafted a workflow template playbook for efficiently and accurately automating your marketing analytics and reporting.
Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use forms, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization's technology stack. Learn more.
Table of contents
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Track data in one central location
Life would be so much simpler if all your leads and campaign metrics came from one channel, right? Since that's probably not happening in this life, you need to find a way to gather all the data coming in from multiple sources and funnel it to one central location.
In a spreadsheet
With these templates, you can take lead data and campaign metrics from multiple sources and add them to one spreadsheet, creating a hub for all your marketing data.
Add new Facebook Lead Ads leads to rows on Google Sheets
Add new leads in LinkedIn Ads to Google Sheets rows
Create Google Sheets row(s) for new TikTok Lead Generation leads
Generate rows in Google Sheets for the start of new Google Ads campaigns
Add rows to a Google sheet for new Hotjar incoming feedback responses
Save new BDOW! email subscribers to a Google Sheets spreadsheet
In a project management tool
While Google Sheets is the Swiss Army Knife of data storage, project management apps can help turn that information into action and outcomes. Automating data entry for tools like Airtable, Trello, and Productboard can help your team spend less time managing projects and more time optimizing campaigns.
Create new records in Airtable for new Hotjar survey responses
Create a new note in Productboard for each new Hotjar survey response
Create Asana tasks from new tasks for SEMrush site audit campaigns
Add new tasks to ClickUp for each new task for a site audit campaign in SEMrush
Create new issues in Jira for each task from a site audit in SEMrush
Track performance in your database app
It's hard to beat a purpose-built app like MySQL or Databox for managing your data. In addition to scalability, these apps are also flexible enough to serve as the data infrastructure for practically any analytics operation you require.
With the Zaps below, you can easily and automatically keep them up to date with new lead activity as it happens.
Add new Facebook Lead Ads respondents to your MySQL database
Create new rows on a MySQL table with details for new LinkedIn Lead Gen Form leads
Log new TikTok Lead Generation leads in MySQL rows
Push Databox custom data for new or updated Google Sheets rows
Increase Databox counters for new invitee created events in Calendly
Increase Databox counters for new entries in Typeform
Add information to your favorite analytics tool
Spreadsheets and databases excel (no pun intended) at revealing relationships and producing population-based insights. A good analytics software, though, provides the tools to drill down even further, enabling you to move from correlation to causation.
Keep track of form entries
The Zap templates below can help you start analyzing form responses as soon as they're submitted.
Add or update contacts in SegMetrics for Kajabi form submissions
Create Google Analytics measurements with new leads in Google Ads
Create Google Analytics measurements from new HubSpot form submissions
Add new leads
The pipeline begins with new leads. These Zap templates will enable you to instantly bring new lead data into your analytics platform, so you can use source information to decide which campaigns provide the most bang for your buck.
Create Google Analytics measurements from new TikTok Lead Generation Ads leads
Track page views in SegMetrics for new leads from Facebook Lead Ads
Track your subscribers
Your most loyal customers and fans are probably among your most active email subscribers. Use these Zaps to trigger new insights based on responses to email campaigns or changes to subscriptions.
Create Google Analytics measurements for new Mailchimp subscribers
Subscribe new Ghost subscribers to HubSpot as contacts
Update customer journey progress
Get a clear picture of your customer journey by using a customer action—like booking an appointment, advancing along a sales funnel, or updating contact information—as a trigger to update your analytics tool.
Add or update contacts in SegMetrics from new purchases in Kajabi
Add or update contacts in SegMetrics for new contact activity in ClickFunnels Classic
Share insights with the team
In years past, data often moved at the speed of weekly reports. Today, you want to share information as soon as possible—distributing it to the right person at the right time to accelerate sales or respond to problems.
With the Zaps below, you can update your team and your dashboards instantly without needing to wait until the next team meeting.
Send a channel message in Slack for new survey responses in Hotjar
Send emails or get email notifications via Gmail for new BDOW! subscribers
Send Slack messages for new subscribers on BDOW!Me
Update Geckoboard numbers daily with Schedule by Zapier
Scale your analytics efforts with automation
Given the data tsunami that marketers are experiencing today, it's critical to separate the signal from the noise. Without the ability to analyze volumes of data, it's impossible to know your customers' habits, desires, and needs.
So ask yourself: How fast and reliable is your data? Can you trust that it's up to date? If not, automation could be the key to helping you scale your analytics efforts.
