contactually api integration use cases & examples

Post on 10-May-2015

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Check out the top four uses cases of the Contactually API, including several examples from potential partners. Learn more about the Contactually API at http://www.contactually.com/partners. About Contactually: Contactually is a new marketing channel to help professionals generate more referrals and direct customers from their existing network. We analyze your conversation history with each contact -- from email, social media, and phone -- and automatically prompt you (via a daily email reminder) to reengage with important people that are slipping off your radar. You'll stay top of mind with important contacts, get more referrals, and ultimately close more sales.

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API integration use cases & examples

Four major ways to integration with our API

1. Automatically import contacts from email, social media, or phone

2. Create dynamic contact records for every contact in your app

3. Automatically track all conversations (from email & social media) in your app

4. Generate automatic follow up reminders for contacts in your app

1. Auto-import all contacts

Bring your users’ contacts into your app

• Contactually automatically aggregates all contacts from your user’s phone, email accounts, and social media accounts

• Add an import button to your app to add all the user’s contacts to your app, and automatically keep those contacts up to date

Easily connect your email & social media accounts to Trulia, automatically import your contacts, and keep everything up to date.Learn more about Contactually

Example #1

Example #2

You can import all of your email, social media, and phone contacts by connecting your DotLoop account to Contactually.

Contactually also imports other info about your contacts, like profile photos, links to social profiles, and phone numbers -- and it’s all 100% automatic.

It’s fast and easy, and only takes about 2 minutes to set up.

Learn more or click Connect now!

2. Dynamic contact records

Automatically create rich contact records for your users

• Contactually automatically finds information for your users’ contacts, including company, title, phone number, location, and links to social networks

• You can pull all contact info into your app via the API; if anything changes in the future, we can automatically keep it updated

Social MediaConversation History

Example #1

Example #2

3. Track all conversations

• We can show all communication with any of your users’ contacts

• We check for new conversations every 5-10 minutes

Including messages from:• Email• Facebook• LinkedIn• Twitter• MailChimp

Track your users’ emails & social conversations with their contacts

Example #1

Communication History

Social Connections

Example #2

CONVERSATION HISTORY

Sue Cho

4. Generate automatic follow up reminders

Put reminders in your app or send via email

• Contactually monitors the last time your users spoke to an important contact, and prompts them to follow up if it’s been too long

• You can bake those reminders into your app, or we can send a co-branded daily email reminder

Example #1

Morning Edition - October 8, 2012

Powered by Contactually

Example #2

2/1/201363 days since last contact

2/1/201363 days since last contact

2/1/201363 days since last contact

2/1/201363 days since last contact

My Follow Up Reminders

Two ways to integrate with Contactually

Integration comes in two flavors

1. Co-branded integration with a light-weight version of Contactually

2. White-labeled integration with a full-version of Contactually

Co-branded version

• Limited API is free

• Includes Contactually co-branding

• We view partnership as a new source of lead gen

Powered by Contactually

White-labeled version

• Full API access

• Fully white-labeled

• We charge a per-seat price for each active user that integrates with Contactually

• Volume discounts available

More API info

• All API documentation: http://developers.contactually.com/

• Contact me with any questions:

Tony Cappaerttony@contactually.com

202-470-0144

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