Skip to main content

Send New Leads to Your CRM - Hubspot

Lesson 94 from: Facebook Chatbots: Generate Leads and Sales Effectively

Isaac Rudansky

Send New Leads to Your CRM - Hubspot

Lesson 94 from: Facebook Chatbots: Generate Leads and Sales Effectively

Isaac Rudansky

buy this class

$00

$00
Sale Ends Soon!

starting under

$13/month*

Unlock this classplus 2000+ more >

Lesson Info

94. Send New Leads to Your CRM - Hubspot

Lessons

Class Trailer

Chapter 1: Introduction to Facebook Messenger Marketing

1

Welcome to Facebook Messenger Chatbot Masterclass

08:17
2

What is Messenger Marketing

09:07
3

Advantages to Using Facebook Messenger Marketing

14:17
4

How is Chatbot Marketing Different Than Other Marketing Channels

07:08
5

Who Can Use Messenger Bots to Their Advantage

04:43
6

Quiz - Chapter 1

Chapter 2: Example Use Cases for Facebook Messenger Chatbots

7

Ecommerce Chatbot Strategies

09:59
8

Webinar - Event Registrations Using Chatbots

04:13
9

Lead-gen Chatbot Strategies

09:10
10

Using Chatbots to Promote Educational Resources

09:42
11

Using Chatbots to Stay in Touch With Your Customers

07:45
12

Calculating LTV and CAC to Formulate Incentive Plans

11:06
13

Ideas for Incentive Structures to Promote Through Facebook Chatbots

08:31
14

Quiz - Chapter 2

Chapter 3: Psychological Principles of Persuasion in Effective Bot Design

15

Commitment and Consistency in Chatbot Design

14:55
16

Increasing Customer Value With Reciprocity

14:25
17

Using Social Proof to Build Trust and Identity

11:41
18

Likability - Your Secret Weapon to Successful Bot Marketing

11:07
19

Using Scarcity to Drive Your Customers to Convert Faster

08:42
20

Understanding the Fogg Behavior Model and How to Use It to Your Advantage

15:53
21

Quiz - Chapter 3

Chapter 4: Building Killer Chatbots With Mobile Monkey

22

What is Mobile Monkey

04:12
23

Creating a Mobile Monkey Account and Connecting Your Facebook Page

05:41
24

Viewing Active Bots and Adding Users

02:42
25

Create Your First Chatbot

03:22
26

Quiz - Chapter 4

Chapter 5: Learning All About the Mobile Monkey Chatbot Builder

27

Widgets, Page Flow and Organization

08:20
28

Understanding Q&A and What They're Used For

02:07
29

Adding Q&A Items

05:45
30

Understanding Unanswered Questions

03:56
31

Configuring and Editing Bot Builder Settings

03:31
32

All About the Text Widget

06:45
33

All About the Image Widget

00:55
34

All About the Form Widget

09:47
35

All About the Quick Question Widget

07:21
36

All About the GIF Widget

02:40
37

All About the Attachment Widget

02:07
38

All About the Attribute Widget

01:30
39

All About the Connection Widget

03:10
40

All About the Email Widget

03:06
41

All About the Gallery Widget

06:02
42

All About the List Widget

02:32
43

All About the Navigate Widget

03:03
44

All About the Typing Widget

03:03
45

All About the Video Widget

02:37
46

Quiz - Chapter 5

Chapter 6: How to Wield the Mobile Monkey Chat Blaster Like a Jedi Master

47

What's a Chat Blast Anyway

03:14
48

A Few Useful Chat Blaster Use Cases

05:32
49

Chat Blasting Vs. Drip Campaigns

05:46
50

Planning Four Chat Blast Ideas - Part 1

10:11
51

Planning Four Chat Blast Ideas - Part 2

12:08
52

Organizing Our Chat Blast Pages in the Mobile Monkey Page Builder

04:48
53

Building Our Coupon Chat Blast

10:47
54

Testing Our Chat Blast Before Blasting

04:43
55

Launching Our First Chat Blast- Naming, Audience, Page and Purpose

08:30
56

Building a Chat Blast to Drive Phone Calls

13:55
57

Building Our New Product Line Chat Blast

15:44
58

Building Our Competitive Advantage - Awareness Chat Blast

18:42
59

Analyzing Chat Blast Results

01:47

Chapter 7: Understanding Lead Magnets and Using Them to Build Your Contact List

60

Why Are Lead Magnets Important

05:05
61

Installing Your Chat Widget on a WordPress Site

06:05
62

Installing Your Chat Widget on a Shopify Site

01:17
63

58: Installing Your Chat Widget Through Google Tag Manager

04:53
64

Link to Messenger and Adding It to Emails and Blogs

09:29
65

Adding the Checkbox Plugin to Your Web Forms

03:10
66

How to Use Facebook Comment Guards

16:33
67

Creating Facebook Messenger Landing Pages

13:09
68

Quiz - Chapter 7

Chapter 8: Facebook Messenger Ad Campaigns Using Your Mobile Monkey Chatbots!

69

What Are Facebook Messenger Ads

05:31
70

Messenger Ads Best Practices and Sample Strategies

12:14
71

Creating a New Messenger Ad Campaign in Facebook

08:35
72

Designing a Messenger Ad

13:26
73

Completing Messenger Campaign Creation in Facebook Ads Manager

06:37
74

Drafting Our Mobile Monkey Messaging Campaign Blueprint

06:30
75

Creating and Naming All Our Pages in Mobile Monkey

03:32
76

Building Our Messenger Landing Page in Mobile Monkey

04:21
77

Finishing All the Other Facebook Messenger Bot Pages

13:54
78

Duplicating Your Ad Groups to Try Different Targeting Settings

07:45
79

Setting Up Mobile Monkey Q&A and Other Loose Ends

06:28
80

Quiz - Chapter 8

Chapter 9: Understanding Audiences in Mobile Monkey and Using Them to Your Advantage

81

What Are Audiences in Mobile Monkey

07:54
82

Creating an All Contacts and Gender Based Audience

04:12
83

Timezone and Last Active Based Audiences in Mobile Monkey

06:33
84

Creating an Audience Based on a Custom Variable

06:26

Chapter 10: Building Our First Mobile Monkey Drip Campaign!

85

What Are Drip Campaigns and Drip Campaign Best Practices

06:53
86

Practical and Useful Drip Campaign Ideas

06:43
87

Building and Reviewing Our Drip Pages in Mobile Monkey (10.3)

07:53
88

Creating and Launching Our First Mobile Monkey Drip Campaign

08:39

Chapter 11: Using the RSS Blaster in Mobile Monkey

89

RSS Feed Step by Step and Best Practices (11.1)

09:56
90

Quiz - Chapter 11

Chapter 12: Becoming a Mobile Monkey Power User With Advanced Integrations and Connections

91

What Are Connections and When Would You Use Them

02:49
92

Creating a Connection to Google Sheets (12.2)

14:18
93

Creating a Connection to Gotowebinar

09:37
94

Send New Leads to Your CRM - Hubspot

07:26
95

Send an SMS to Your Sales Team When a Contact Requests a Callback

09:59
96

Quiz - Chapter 12

Chapter 13: Understanding Your Mobile Monkey Audience Insights

97

Contacts - Searching, Exporting and Deleting

02:32
98

Audiences in Mobile Monkey

02:04
99

Forms - What They Are and How to Use Them

01:42
100

Bot Analytics - How to Find Useful Information Using Mobile Monkey Analytics

02:45

Chapter 14: Staying on Facebook's Good Side: Chatbot Compliance

101

What You Need to Know About Staying Compliant With Facebook (14.1)

04:10
102

Getting Approved for Subscription Messaging (14.2)

08:43

Chapter 15: Conclusion ... Goodbye for Now but Stay in Touch!

103

Thank You, Getting Help, Final Thoughts

04:16

Final Quiz

104

Final Quiz

Lesson Info

Send New Leads to Your CRM - Hubspot

howdy chatbots, fans and welcome back in this lecture, I'm going to teach you how to set up a connection between mobile monkey and hubspot using zap this way, you could push your data from mobile monkey directly into hubspot or your crm doesn't matter if you're using Szot ho or hubspot or Salesforce or s. A. P. Orrin sightly or Microsoft dynamics or any of these other popular crm, all of those are available apps to use in zap here, which means you can make that connection between mobile monkey and that app. But in our purposes since hubspot is a really popular one, I use it a lot and we use it a lot for our clients. We're gonna walk you through how to do it with hubspot. So without further ado let's jump into mobile monkey. So here we are in a mobile monkey dashboard again and I'm gonna use the exact same body flow as we use in the previous lecture, which is that webinar registration form. Again, the first thing we wanna do is head over to our connections dashboard and add a new connec...

tion, a web hook. And I'm gonna title this hubspot all contacts connection description. We're gonna continuously send contacts. We're gonna continuously send contact data from an audience. We're going to select all contacts and we need that U. R. L. Okay, so we need to go back to zap here, we need to click make a zap. And once again we're gonna name our zap first and I'm just gonna call this mobile monkey to hubspot and I'm gonna search again for web hook. Well folks buys appear and it's going to be a catch hook because we're sending data from mobile monkey two's Appier save and continue. We're gonna skip the next step. We do not need to pick anything off a child key and we're going to copy this U. R. L. To our clipboard, we're going to paste the U. R. L. Here and we're gonna leave this as post and we're gonna add the attributes we want. So I'm gonna look for first, I'm gonna add first name, the value is gonna be a first name. I'm going to add an attribute called last name for last name. I'm gonna add an attribute for email and I'm gonna attribute and I'm gonna add an attribute for a phone. And this time phone is going to work because we can send phone numbers into our crm. And I'm gonna look for a phone number and keep in mind you could add whatever other custom attributes that you've collected. So if you have a hubspot field for company name or company size or whatever it may be. You could obviously send as many of those attributes from mobile monkey into hubspot into your crm. Let's test the connection to make sure the U. R. L. Is working again, we just to test test test test dot com, send the test connection is successful, which means that you are relevant zap you provided us is in working order, I'm gonna X out of this and I'm gonna turn my connection on because this way you need to turn the connection on in order for the next step ins appear to actually work. Now we're gonna go back to zap here and we're gonna see now we're gonna go back to zap here and we're gonna test to see if mobile monkey could successfully push the information into this web hook. So we're gonna click ok. I did this and now it's waiting for us to go do something. So let's go back to mobile monkey. Go back to our page flow go back to our webinar registration form and let's test this page in messenger so we can see if the information gets into happier properly. So again the weapon administration tap your email and obviously this is on the desktop that will work just as well on a mobile phone. What's your phone number? Click enter. Great. You're all set Isaac will send you a reminder an hour before the webinar begins and now the moment of truth let's go back to zap here to see what happened. Test successful. Beautiful. It's working as it should be. So let's go ahead and click continue and now we're gonna set up our zap to send the information to hubspot. So all you need to do is search for hubspot which is right here, click enter and we want to add and what we wanna do here is create or updated contact there are a lot of different options. I could add a if I have a complicated email workflow in hubspot. If I have an email workflow and but I could add a contact to a workflow. Say for example I have a workflow for people who submitted a sales request form or for people who downloaded a piece of content like an e book. And I have a bunch of emails that go out periodically and I've spent a lot of time putting that work flow together. And of course I could replicate that workflow in messenger but there's no reason why the email workflow doesn't have to also work. So anybody who downloads an e book, let's say through messenger through one of my boat flows into mobile monkey. I could then create a zap to add that contact to that directly to that workflow or I could add a contact directly to a list. For the sake of this example let's just create a new contact in hubspot. So I'm going to select, create or update contact that's the action that I want to happen. I'm going to click save and continue. I'm going to connect the account that I want and I'm gonna click save and continue. So now I'm gonna set up my so now I'm gonna set up the hubspot template with the information that I just sent in from mobile monkey through that test. So email great email came through beautifully because it's pulling from our hubspot account. It's pulling a lot of additional custom fields that we've set up in our own personal hubspot account. So to find the other variables quickly, I'm just gonna do a command f and search for first name right over here and I'm gonna do first name search for last name over here and put it in last name and phone phone number over here and put in my phone number field. Okay, so we have the four fields we want to send into hubspot scroll down and click continue. Here's the sample data. Let's send this test to hubspot and here in hubspot we see that the contact was successfully added and I know that this is the test that I just sent because this is the dummy phone number that I just put in. So I'm actually going to delete this contact and delete it back into zap here, click finish and turn this app on and you're done. So it takes just minutes to set up these complex connections that are so, so helpful and so useful and really help you supercharge what you're doing with mobile monkey. Getting all this data using the lead magnets using the marketing automation using the drip campaigns using the blasts and then you're really getting more powerful by taking all that data that you're receiving and pushing it into all these different systems that you're using. Whether it be go to webinar or whether it be hubspot or your other crm just creates so many more opportunities Zap. You're literally links up with thousands of applications like slack and Szot ho and zoom and so many more I F. T. T. And you could do such cool things with data if you get creative and your clients, if you're managing this for other companies, will be incredibly impressed when they see how sophisticated you're getting with your messenger marketing techniques. I look forward to seeing you in the very next lecture where I show you how to set up an sms text notification based on a zap and based on specific audiences in mobile monkey. I look forward to seeing you guys in a couple of seconds in the very next lecture.

Class Materials

Bonus Materials with Purchase

MobileMonkey Support
Facebook Chat Bot Marketing Mastery