{"id":764,"date":"2016-05-25T11:40:00","date_gmt":"2016-05-25T15:40:00","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/how-curadeuda-turned-mailchimp-and-quickbase-into-a-powerful-drip-marketing-tool\/"},"modified":"2026-09-29T06:27:45","modified_gmt":"2026-09-29T10:27:45","slug":"how-curadeuda-turned-mailchimp-and-quickbase-into-a-powerful-drip-marketing-tool","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/how-curadeuda-turned-mailchimp-and-quickbase-into-a-powerful-drip-marketing-tool\/","title":{"rendered":"Why CuraDeuda Switched From Zapier To Workato"},"content":{"rendered":"\n

For small to mid-sized companies, creating your own business workflow can be a daunting task. You are choosing what cloud apps to use, what features you need, and how to make them work together. Though a workflow will emerge organically, taking a step back to make yours as efficient and effective as possible requires a little bit of extra planning.<\/p>\n

For Daniel Carvallo, CEO of CuraDeuda, building his workflow as his Mexico City-based company grows has been a long-term goal. \u201cA few years ago we discovered Pardot, the email marketing automation<\/a> software, and the key is drip marketing,\u201d said Daniel. \u201cBut, it\u2019s really expensive, so we\u2019ve been trying to make our own version using integration.\u201d Drip marketing<\/a> is an email marketing strategy that lowers the amount of sales reps needed to turn a lead into a customer by sending, or \u201cdripping,\u201d a pre-written set of messages to prospects over time. In order to do this, you must be able to segment your leads by time frames ie. on the lead list for two weeks vs. on the lead list for one month. This, however, is easier said than done. \u201cWe used to have all of our integrations on Zapier but it couldn\u2019t do what we needed,\u201d said Daniel. \u201cWorkato is a more powerful tool and allows you to do more complex workflows. Zapier is only a linear workflow.\u201d<\/p>\n

The result of Daniel\u2019s diligence and switch to Workato is a powerful system made of user-friendly, best-of-breed applications that work together to accomplish the same tasks that more advanced apps like Pardot can do. He has effectively created a less expensive, marketing automation tool by integrating QuickBase and MailChimp with Workato. This gives him the tools to turn MailChimp\u2019s mailing lists capabilities into the fully fledged campaign based marketing we see in other apps.<\/p>\n

Essentially, this workflow is Daniel\u2019s homemade, mini Marketo, or Pardot \u2014 perfect for businesses who want better insights and the ability to create campaigns but aren\u2019t large enough to require the vast suite of features from more expensive advanced apps. With this combination, Daniel can employ the drip marketing strategy in his impressive lead generation system.<\/p>\n

CuraDeuda\u2019s Total Lead Generation Workflow<\/strong><\/p>\n

CuraDeuda is a company that guides people through debt negotiation and management. They function as counsel for their customers on all things debt related as well as negotiating with banks and lenders on their behalf. Daniel has created an effective ecosystem to handle lead generation to find new customers, drip marketing to those leads, as well as managing current customers.<\/p>\n

The CuraDeuda Workflow has 4 parts:<\/p>\n

I. Lead Generation Through Advertising (Unbounce)<\/p>\n

II. New Record and Lead Follow Up (QuickBase,Twilio)<\/p>\n

III. Drip Email Marketing (MailChimp, QuickBase)<\/p>\n

IV. Customer Service (Zendesk)<\/p>\n\n

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<\/div><\/figure>\n

I. Lead Generation Through Advertising<\/strong><\/p>\n

To begin harvesting leads, Daniel uses the app Unbounce, which allows you to create custom landing pages with no code and easily A\/B test copy and images. \u201cWe are advertising on Facebook and Google and the leads who click land on the Unbounce page,\u201d explains Daniel. \u201cWe don\u2019t have an IT department or anyone who knows how to code. That\u2019s why it\u2019s key for us that Unbounce and Workato take care of our needs without requiring coding knowledge.\u201d<\/p>\n

Once on the landing page, the lead can fill out a form with their contact information and details on their debt situation which needs to go into QuickBase. Daniel and his team use QuickBase almost like a CRM with some extra functions. \u201cQuickBase is our backbone,\u201d said Daniel. In QuickBase, his team can keep track of all the leads and existing customers, using the columns to keep them in order and segment them by date joined.<\/p>\n

II. New Record and Lead Follow Up<\/strong><\/p>\n\n

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<\/canvas><\/div>\n<\/div><\/figure>\n

When a new lead is registered through Unbounce and forwarded to QuickBase, the sales reps jump into action. \u201cIf a customer signs up and \u2018x\u2019 amount of debt is registered through the form, it will be assigned to a sales rep by going in the correct QuickBase column,\u201d said Daniel. \u201cThey need to get in touch with the lead within 30 minutes. If they call and the lead doesn\u2019t answer, the rep will log that in QuickBase and then Twilio will send an SMS. We\u2019ll send them an SMS saying that we tried to get in touch and will try again.\u201d When the Sales rep makes a note in QuickBase, a recipe will trigger Twilio to send out the correct text message.<\/p>\n

III. Drip Email Marketing<\/strong><\/p>\n

In order to use MailChimp and QuickBase for Drip Marketing, Daniel\u2019s Workato integrations are imperative. They allow him to segment his customers based on how long they have been leads and receive different messages that reflect the stage they are at in the customer journey. \u201cWe have several lists on MailChimp,\u201d explains Daniel, \u201cone for opportunities and one for customers with 3 other lists under each. We use these to segment our customers and send them tailored communications.\u201d For example, Daniel keeps a list reserved for only important messages regarding payments in case a customer wants to unsubscribe from promotions and offers special discounts on the birthday of the customer.<\/p>\n

\u201cOur main problem before Workato was that the info updated in QuickBase did not update in MailChimp so we had to keep exporting and importing information into MailChimp,\u201d said Daniel. \u201cNow that QuickBase and MailChimp are connected, customers who have been on our program 10 months can receive different info than new customers.\u201d<\/p>\n

Daniel\u2019s recipes automatically update the subscriber in Mailchimp when a customer moves columns in QuickBase so the segments are correct.<\/p>\n

IV. Customer Service<\/strong><\/p>\n

A lot of work goes into making sure the customer feels comfortable and understands what is happening with their payments and debt. Curadueda takes care of these customer service needs using Zendesk. \u201cIn Zendesk we are mostly dealing with inquiries from customers about the status of their debt and also about the collection process or any doubts they\u2019re having,\u201d said Daniel. \u201cWe counsel them on what collection agencies can and cannot do. Staying on top of this involves a lot of outbound calls as we talk to our customers at least once a month to let them know we\u2019re here for them.\u201d<\/p>\n

All of these calls must be logged in both Zendesk and QuickBase, so Daniel uses a Workato recipe to ensure the two apps are always up to date with one another and there is no double data entry.<\/p>\n\n

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<\/canvas><\/div>\n<\/div><\/figure>\n

\u201cWe do all of our pipeline in QuickBase and once the customer is created (opportunity is won) we create an account on Zendesk and QuickBase at the same time,\u201d Daniel explained. He does this with this recipe<\/a> and keeps them in sync with this recipe<\/a>.<\/p>\n

Drip Marketing at the Right Price<\/strong><\/p>\n

Daniel has big marketing plans for his drip marketing regiment now that his Workato integration has everything working together: \u201cWe want to do a lot of things \u2014 when a lead just registered, we can text the customer immediately; if the lead doesn\u2019t answer we can wait until they get in contact and automatically move into MailChimp.\u201d<\/p>\n

\u201cWith drip marketing, even if a lead isn\u2019t necessarily assigned to a sales rep, you can still have a follow through based on condition or prep that lead until they are actually ready to talk to a person,\u201d said Daniel. \u201cThen you can assign a rep to close the sale. The amount of sales people will go down because it\u2019s automated, which lowers costs and increases conversions.\u201d<\/p>\n

Thanks to the flexibility of QuickBase and Workato, Daniel is creating a Drip marketing and lead conversion regiment that will rival the skills of Pardot and other marketing automation apps. He can map the customer journey, keep sales reps productive, eliminate manual data entry, and convert leads into customers at a fraction of the cost for similar products.<\/p>\n","protected":false},"excerpt":{"rendered":"

For small to mid-sized companies, creating your own business workflow can be a daunting task. You are choosing what cloud apps to use, what features you need, and how to make them work together. Though a workflow will emerge organically, taking a step back to make yours as efficient and effective as possible requires a […]<\/p>\n","protected":false},"author":7,"featured_media":11688,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[34],"tags":[],"class_list":["post-764","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-stories"],"acf":[],"yoast_head":"\nWhy CuraDeuda Switched From Zapier To Workato - Workato<\/title>\n<meta name=\"description\" content=\"CuraDeuda switched from Zapier as it could not handle complex workflows. 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