How The Hardy Group saves thousands on Salesforce fees

The Client

The Challenge

• They started using Constant Contact and would like to view data in Airtable so to update contacts and campaigns from there.

• They would also like to sync contacts from Constant Contact into Airtable.

• They had Project Management data stored in Salesforce but felt it was not the best place for it and started using Airtable for that.

• But was missing a sync component to an Excel, useful for visualizing data in PowerBI.

The Solution

• Connex created Make automations that triggered on created contacts and campaigns in Constant Contact.

• Email sent and opens data is synced to Airtable as well.

• Connex added a script to export Airtable data to Excel so data could be visualized in PowerBI.

The Results

• Salesforce was phased out and fees saved.

• Within Airtable there are now custom views for Sales and Marketing that can contain only the necessary data at a glance without having to sift through all data.

• Airtable data is synced to an Excel on a regular and on-demand basis so visualizations can happen in PowerBI.

Tech Used

• Make

• Airtable

• Constant Contact