Weekly Call — PaperTube ABM Automation & Tracking Audits
Date: 2026-04-05
Attendees: Mark Hope, Karly Oykhman
Client: [1]
Overview
Mark and Karly reviewed four areas: (1) a newly automated monthly website tracking audit system now posting to Slack, (2) papertube.pro domain and DNS setup in Cloudflare for email sending via Account Engagement, (3) an AI agent generating deep research reports for PaperTube's 256 ABM target companies, and (4) initial Salesforce API configuration to enable programmatic campaign creation. The API work is blocked pending SSO enablement for Mark's user account.
Key Decisions
- Automated tracking audits will run on the first of every month for all clients and auto-post results to the relevant Slack channel.
papertube.prowas selected as the sending domain (overpapertube.co) to separate marketing email reputation from the primary domain.- AI-generated research reports will be produced as Markdown files for all 256 unique target companies, then used to generate personalized ABM campaign sequences.
- Salesforce API (not Account Engagement API directly) will be used to programmatically create campaigns, since Connected Campaigns is enabled — campaigns created in Salesforce sync automatically to Account Engagement.
- LinkedIn Profile field needs to be added to Salesforce Contacts and populated from ZoomInfo data to support automation.
- Plain-text emails (no branded template) will be used for ABM outreach, simplifying campaign creation.
Topic Notes
Automated Website Tracking Audits
A monthly audit pipeline is now live and automated. For each client it:
- Crawls the site to identify all conversion points (forms, CTAs, etc.)
- Verifies each has a corresponding GTM tag and trigger
- Checks for duplicate tags (found to be a widespread issue — e.g., GTM tag appearing twice, Google Ads tag appearing four times)
- Reports on GA4 events, data flow (sessions/users over 7 days), and Google Ads conversion tracking
- Posts the full report to the client's Slack channel upon completion
Example — Bluepoint audit findings:
- All forms tracked ✓
- Social media outbound clicks from footer: not tracked
- Chat widget: absent
- Duplicate GTM tags found and cleaned
- A third-party tag (3gates) was found and removed
- Recommendation: Switch Google Ads campaigns from Max Clicks → Max Conversions (click volume now sufficient to support conversion optimization)
Action: Karly to email Gilbert re: Bluepoint Max Conversions switch.
Additional audits planned: SEO audit, Google Ads audit.
PaperTube Domain & Email Setup
Domain: papertube.pro purchased via Porkbun (~$3 on sale), transferred to Cloudflare (free plan).
DNS records added in Cloudflare:
- SPF record (TXT, root)
- Sending domain validation key (TXT, root) — from Account Engagement
- DKIM / domain key (TXT, subdomain) — from Account Engagement
- Salesforce verified the setup successfully
Email alias: sam@papertube.pro → forward to parag@papertube.co
- Cannot be a simple alias because the domains differ; Mark will configure this separately (likely via a mailbox with forwarding rule).
Open issue — SSL error on go.papertube.co:
- The existing tracker domain shows "SSL status error" in Account Engagement (HTTPS status is OK, but SSL cert status is flagged).
- This predates today's work; Karly to contact Jess (Salesforce support) with a screenshot.
Remaining DNS task: Find the IP address of papertube.co and add an A record for papertube.pro so the domain resolves rather than returning an error page.
PaperTube ABM Research Automation
Context: PaperTube has ~256 unique target companies (de-duplicated from ~350 rows in a ZoomInfo-sourced Google Sheet). Karly built a sales playbook; the first step is "deep account research" per company.
What was built:
- An AI agent (running in Mark's local MCP workspace with ~100 MCP servers) reads the company list, de-duplicates it, then iterates through each company performing web research.
- Output: one Markdown (.md) file per company saved to a PaperTube Research folder.
- Each report includes: company overview, recent product launches/rebrands, sustainability commitments, packaging/distribution strategy, growth signals, and decision-making unit (names, roles).
- Time per company: ~2 minutes vs. hours manually.
Using the Markdown output:
- Open the .md file → Select All → Copy
- In Google Docs: Edit → Paste from Markdown → clean, formatted document with tables, headers, checkmarks
- Markdown is also the preferred format for feeding back into Claude for downstream tasks (faster parsing than .docx)
Downstream step demonstrated live:
- Fed the first company's research report to Claude with a prompt to generate an ABM campaign sequence for PaperTube.
- Output included: primary/secondary contact targeting rationale, a 4-touch sequence (Day 0 email, Day 3 LinkedIn, Day 7 email, Day 14 email), full draft copy for each touch, and rules of engagement (e.g., "if contact engages, go conversational").
Next step: Automate campaign creation in Salesforce so these sequences don't have to be entered manually (256 campaigns × campaign + folder + emails = significant manual effort).
Salesforce API Configuration
Goal: Programmatically create Salesforce campaigns (which sync to Account Engagement) via API.
Steps completed during call:
| Step | Detail |
|---|---|
| Enable Connected Apps | Setup → External Client Apps → Settings → Allow Creation of Connected Apps |
| Create Connected App | Named Asymmetric API Integration; contact email = Mark's |
| OAuth callback URL | https://auto.asymmetric.pro |
| OAuth scopes | managed_pardot_services, refresh_token (offline access) |
| Consumer Key & Secret | Retrieved from Manage Consumer Details |
| Staged credentials | Generated and applied (Salesforce's credential rotation mechanism) |
| Business Unit ID | Retrieved from Marketing Setup → Pardot Account Setup |
| Security Token | Generated from Mark's user profile (Personal Settings → Reset Security Token) |
Blocker: Mark's Salesforce user account requires SSO to be enabled for Account Engagement before the OAuth connection can be completed. Karly needs to request this from the Salesforce admin.
API approach confirmed by Claude:
- With Connected Campaigns enabled, use the Salesforce REST API to create Campaign objects → they sync automatically to Account Engagement.
- Campaign creation fields: Name, Type, Status, etc.
- A Postman collection is available for testing.
Quora — Sales Flow Automation (Sidebar)
- Karly is leading a project to map and automate Quora's end-to-end sales flow in Salesforce.
- A 40-page proposal was drafted; first section reviewed and approved by Lincoln (Quora contact) in today's call.
- Lincoln is working with an executive coach on a similar initiative and wants to discuss potential collaboration with Mark at their upcoming lunch.
- Quora wants to make more active use of Account Engagement / Pardot; an ABM strategy is queued for the next marketing call.
Action Items
- [ ] Email Gilbert re: switch Bluepoint Google Ads campaigns to Max Conversions — @Karly
- [ ] Add Parag tech/website call to agenda; schedule call with Parag — @Karly
- [ ] Create
sam@papertube.promailbox; configure forwarding toparag@papertube.co— @Mark - [ ] Add LinkedIn Profile field to Salesforce Contacts; import ZoomInfo LinkedIn URLs — @Karly
- [ ] Find
papertube.coIP address; add A record forpapertube.proin Cloudflare — @Mark - [ ] Email Jess (Salesforce support) re: SSL error on
go.papertube.cotracker domain — @Karly - [ ] Request Salesforce admin enable SSO for Account Engagement on Mark's user account — @Karly
- [ ] Test Salesforce OAuth with retrieved credentials; then build ABM campaign creation automation — @Mark
Related
- [2]
- [3]
- [4]
- [5]