Hey folks! I’m trying to set up a way to get our marketing data from our CRM into a spreadsheet app using an automation tool. The goal is to grab stats about our website and email performance. I really want to pull in data that shows how our emails are doing in each campaign workflow like how many people got the email how many opened it and clicked on stuff. Right now I can only find ways to sync contact info but that’s not what we need. Has anyone done something like this before? Any tips or tricks would be super helpful! I’m a bit stuck and could use some advice from people who’ve tackled this kind of setup. Thanks in advance for any help you can give!
hey elizabeths, i’ve done smthing similar before. have u tried zapier? it can connect most CRMs to spreadsheets and pull specific data like email stats. just set up a zap to trigger when new campaign data comes in, then map the fields u want to your spreadsheet. might take some trial&error but it works great once set up!
I’ve had success using Segment for this type of integration. It acts as a data hub, allowing you to collect marketing data from your CRM and send it to various destinations, including spreadsheet apps. The key advantage is its ability to handle complex data structures, which is crucial for email campaign metrics.
To set it up, you’d configure your CRM as a source in Segment, then set up your spreadsheet app as a destination. You can then use Segment’s SQL-like syntax to transform and filter the data, ensuring you only pull the email performance metrics you need.
One caveat: there’s a bit of a learning curve, especially if you’re not familiar with data pipelines. But once it’s set up, it’s quite robust and flexible for marketing analytics.
I’ve actually tackled this exact challenge at my previous job. We ended up using Mixpanel for our marketing analytics needs. It’s not just a spreadsheet solution, but a full-fledged analytics platform that integrates well with most CRMs.
The beauty of Mixpanel is its ability to track user interactions across multiple touchpoints, including email campaigns. We could see open rates, click-through rates, and even track user behavior after they clicked through from an email.
Setting it up was straightforward. We integrated our CRM with Mixpanel using their API, then set up custom events for each email interaction we wanted to track. The dashboard gave us real-time insights, and we could export data to spreadsheets when needed for deeper analysis.
One thing to keep in mind: make sure your data hygiene is top-notch in your CRM before integrating. It’ll save you headaches down the line. Good luck with your project!