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.

Table of contents

• Track data in one central location

• Track performance in a database app

• Add information to your favorite analytics tool

• Share data insights with your team

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.

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.

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 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 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.

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.

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.

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.

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.