- Separately managed campaign channels
- Late lead processing
- Missing CRM data
- Hand-made reports
Marketing lead-follow-up case study
A sample project showing the automatic management of leads for Google, Meta and TikTok campaigns.
01 / STARTING POSITION
The operating situation that can be automated
Leads came from multiple advertising channels, and salespeople followed up on them in different ways. The relationship between the campaign and the business result was difficult to see.
- Immediate receipt and normalization of leads
- Automatic qualification and transfer to CRM
- Sales task and follow-up
- Channel and status report automatically
Fasterdelivery
It is unifiedcampaign and CRM data
Trackablesales follow-up
Integration ecosystem
We connect to your
existing systems.
MoneyBro securely connects the business systems you already use.
For greater
opportunities
MoneyBroIntegration hub
Secure data connection
Sales and customer management
Customers · opportunities · growthSalesforceHubSpotMiniCRM
Finance and business management
Finance · operations · efficiencySAPSzámlázz.huBillingo
Communication and data
Collaboration · data · automationSlackMicrosoft 365Google Workspace
More connectable systems
Open integration ecosystemDynamics 365ShopifyPower BIPipedriveZoho CRMZendeskFreshdeskMailchimpBrevoActiveCampaignCalendlyTypeformJotformOracle NetSuiteOdooWooCommerceUNASShoprenterKulcs-SoftNAV Online InvoiceDocuSignStripeBarionSimplePaySharePointGoogle DriveDropboxOneDriveMicrosoft TeamsJiraAsanaMonday.comClickUpTrelloNotionAirtableLooker StudioMySQLPostgreSQLMicrosoft SQL ServerREST APIWebhookSFTPCustom ERP / CRM
Dynamics 365
Shopify
Power BI
Pipedrive
Zoho CRM
Zendesk
Freshdesk
Mailchimp
Brevo
ActiveCampaign
Calendly
Typeform
Jotform
Oracle NetSuite
Odoo
WooCommerce
UNAS
Shoprenter
Kulcs-Soft
NAV Online Invoice
DocuSign
Stripe
Barion
SimplePay
SharePoint
Google Drive
Dropbox
OneDrive
Microsoft Teams
Jira
Asana
Monday.com
ClickUp
Trello
Notion
Airtable
Looker Studio
MySQL
PostgreSQL
Microsoft SQL Server
REST API
Webhook
SFTP
Custom ERP / CRMBetter performanceData flows where it creates real business value.Secure connectionEnterprise-grade protection and dependable operation.Real-time dataAlways-current information for better decisions.
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