What is it?
The Data Integrations tool is built to import different data sources or integrate different platforms like Customer Relationship Management Systems to Optmyzr.
You can pull in a data source, apply different filters and create data sets out of it to view information in a simplified manner. It’s designed to work with different platforms, source types, use cases, or permission levels.
You can access it from here or from the menu bar under Audits and Insights or, the Integrations section in Utility tools.
Why Use It?
With this tool, you can:
Integrate CRM data to assist you with additional insights and decision-making in Optmyzr.
Improve workflow by making distributed and important data easily and quickly available in one single place with just a one-time setup. If you’re working with multiple sheets, tools, or dashboards, it’s inconvenient to keep switching.
Get an organized view of data relevant to you. Using a shared team data source can be difficult with loads of unwanted data. In the Data Integration dashboard, you can filter data for a simplified view.
Types of Integrations available
Spreadsheet Integration- The source type is a live spreadsheet link that contains the required data. Sharing the link with Optmyzr will instantly give us access and allow you to create data sets out of it in the tool.
Hubspot Integration- The source type is a Hubspot account. To create a HubSpot connection you should have proper access to different reports, dashboards, and actions in your HubSpot account.
Zoho/Salesforce/Shopify/Other Integrations- The source type is a CSV email attachment. The data to be imported should be sent as a CSV attachment through an email to a customized email address that you create inside the integrations tool when you begin the setup.
Terminology
Data Connector: It is the raw data source that contains all the reports/scopes fetched from the main integration. It is the base of all data sets. You have to configure it properly to make the data sets work. Once the data types are configured, you can’t re-do it for the same connector.
Data set: It is an organized and filtered view of the data connector. You can create multiple data sets from a single connector based on your requirement.
How does it work?
Select the type of integration: Based on your data source type or your access levels to the source select the integration type.
Add data connector: Go to the ‘Data Connectors’ tab and click on the 'Add New Data Connector' button to configure a new data connector. This section will contain all your raw data sources for the specific integration.
Note: Every platform has a different process to connect to Optmyzr and you can follow the on-screen instructions for the same.
Create a new data set: Go to the data set tab and select the data connector you added.
If you skipped configuring the columns data type in the previous step, you have to complete it here.
You can then title your data set and add filters to view only relevant data.
Once your data set is created, it keeps changing as the integration (like in spreadsheet integration, the live sheet) updates. You can further update and save your data sets as required.
Use Cases
Measure True Campaign Performance with Offline Data
Problem: You analyze the performance of your brand using different Optmyzr tools. However, you also have offline sales contributing to revenue, which are not reflected in your campaign data. How do you manage this?
Solution: Using data integration, you can connect the offline source or even a platform like Shopify to incorporate additional data that makes sense with your online data.
This gives you a holistic view of your performance, helping you fill data gaps and make more accurate, informed optimization decisions.
Monitor Lead Quality Alongside Campaign Performance
Problem: You run multiple PPC campaigns, but you only see surface-level metrics like clicks and conversions in your ad platforms. How can you get visibility into the quality of those leads, such as which ones convert into actual revenue or opportunities in your CRM?
Solution: Using the Data Integrations dashboard, you can connect your CRM (like HubSpot or Salesforce) and combine it with your campaign data. You can create a data set that filters leads based on stages like qualified leads, opportunities, or closed deals, and map it back to campaigns or keywords.
Filter Out Irrelevant Data from Shared Sources
Problem: You work with shared data sources that include information from multiple teams, regions, or products. Finding the data relevant to your campaigns becomes overwhelming and inefficient.
Solution: Using the Data Integrations dashboard, you can apply filters to your data sets based on specific parameters like team, geography, or product category. This ensures you only see data that matters to you.
Demo Video