You're ready to improve your email marketing to grow your revenues, but there's a problem...
your contact profiles are incomplete.
You don't have the information you need in your marketing automation platform or email service provider (ESP) to send the campaigns you want.
You know that personalized campaigns increase revenues but you don't have the data you need to do the personalization.
OperationsAlly’s Data Automation Concierge Service gets you the data you are missing.
Solution: Data Automation Concierge =
more data, less worry
The OperationsAlly Data Automation Concierge Service is unique. It helps you get the data you need - in a format you can use - without the worry.
Your Data Automation Concierge builds and manages the data connections you need between the apps you use most.
That way you'll be able to enjoy a cheerful concierge service - where all technical aspects of your data automations are taken off your plate.
Having a Data Automation Concierge helps you build complete contact profiles in your marketing automation platform without the extra hassle.
By working with OperationsAlly you remove all of the yucky parts of getting your data where you need it:
- No more building automations or hiring consultants to do it
- No more implementing automations
- No more error checking automations
- No more figuring out complex automation logic
How It Works
Simply put: completely done-for-you!
You submit your data connection requests and share any authentication credentials* needed.
That's it! Your Data Automation Concierge does the rest.
You get to enjoy the data that you need where you need it.
* instructions for how to securely share authentication credentials is provided.
Apps
Share data between any of these popular apps!
ActiveCampaign
Affinity
Agile CRM
Airtable
Calendly
Chargebee
Click Funnels
Convert Kit
Demio
Eventbrite
Form.io
Get Response
Google Sheets
HubSpot
Iterable
Jotform
Keap
Klaviyo
Mailchimp
Mailer Lite
Mailgun
Mailjet
Mautic
MySQL
Notion
PayPal
Pipedrive
Salesforce
Send Grid
Shopify
Snowflake
Stripe
SurveyMonkey
Typeform
WooCommerce
Wufoo
Zoho CRM
Need to get or send data from another app?
No worries! We are happy to create custom integrations! Click the button below to learn more!
Create Highly-Personalized & Profitable Campaigns using Improved Contact Profiles
Get the data you need where you need it. Your Data Automation Concierge will help you build complete contact profiles so you can send amazing personalized campaigns.
The process is simple:
Step 1:
Discover
It all starts with a quick discovery form - then you'll receive an invitation to book a personalized demo.
Step 2:
Connect
Next, your concierge will get to work and set up the data connections you need between apps. You'll see the data you need in your ESP or CRM very quickly!
Step 3:
Send
Then you'll use your improved contact profiles to send personalized campaigns and automated sequences.
Frequently Asked Questions:
We can work with any marketing automation platform, email service provider (ESP) or customer relationship manager (CRM) with an Application Programming Interface (API).
That includes, but isn't limited to:
- HubSpot
- Salesforce
- Klaviyo
- ActiveCampaign
- Mailchimp
- MailerLite
- ConvertKit
- Keap
and more!
We can work with any customer relationship manager (CRM), marketing automation platform or email service provider (ESP) with an Application Programming Interface (API).
That includes, but isn't limited to:
- HubSpot
- Salesforce
- Klaviyo
- ActiveCampaign
- Mailchimp
- MailerLite
- ConvertKit
- Keap
... and more!
Virtually anything! You are only limited by your imagination and the Application Programming Interfaces (APIs) of the services you use.
The most typical requests are syncing:
- Purchases and Purchase History
- Appointment Information (Booking, Reschedule, Cancellation)
- Website Visits
- Webinar Engagement (Registration, Attendance, Replay Viewing)
- Opt-In Registration
- Form Submissions
No. This is a fully done-for-you managed service. You don't need an account with any other automation service, and you pay OperationsAlly for all of your automation needs (so there is no need to also have an account with another automation service).
If you already have automations set up on another platform (e.g. Zapier, Make.com, PowerAutomate), your automations will be moved to the OperationsAlly platform and will be completely managed for you so that you don't need to worry about it -- your data automations are built and maintained on your behalf.
You will have access to a portal, where you can see a list of your automations, request new automations and review billing information.
Yes! You can refer your clients to us, or you can resell the OperationsAlly data automation concierge services to your existing clients for a premium. It's up to you!
Pricing is calculated based on your needs and depends on the number of data automations you require, the type of data to be transferred, the frequency that data will be transferred, and your list size.
Get in touch to get a specific quote for your business.
No. The service is done-for-you only and is for marketers that want to focus on their campaigns and leave the data automation creation and management to someone else. If you are looking for someone to help you build new automations to an existing account, a freelancer may be able to help you.
If you are interested in a done-for-you service, click here to get started.
Only GDPR-compliant processors and subprocessors are used.
At this time, HIPPA Business Associate Agreements (BAA) and formal HIPAA compliance can not be offered. That being said, the platforms used have very high security standards that can be discussed during your personalized demo.