Zapier Benefits

Alexander Novikov
Quality Assurance Chapter Lead at a marketing services firm with 201-500 employees
Improved communication and efficiency through interconnection of instant messaging, email, CRM, ERP and ticket management systems is the main output of using Zapier at Glispa. Glispa doubled its number of employees last year and this brought a challenge of scaled communication. It was easy to be on the same page when you work in one comparatively small team, but when you have two hundred people with different goals it is hard to be aligned and deliver the best for our clients. However, there are tools which can help teams to be on the same page such email, instant messaging services or CRM tools. The drawback of all these systems is that they are usually independent and updates in one of them will not be seen in another. With Zapier we tried to connect them and it worked out really well. One of the basic examples can be automation that we use to onboard our customers and handover from sales to account management team. When a sales manager moves his or her deal to the "setup" stage in CRM system with Zapier we send notification to responsible account managers on Slack. If certain crucial information was omitted in a deal, another Zapier automation will send a pre-filled Google form to the sales manager with a request to fill the gaps. When it is done, the account manager gets a nice and shiny handover form and is able to act in a timely manner. Moreover, a respective account is automatically created for the new customer in our ERP system, thus saving the account manager's time. View full review »
Christophe Gagin
Co-Founder - CTO & Customer Success at a tech vendor with 11-50 employees
I use it extensively for core-business usage. This includes: * - Tracking subscriptions lifecycle to trigger actions * - Managing payments * - Keeping track or sharing information * - Helping our customers go further, thanks to our own product integration with Zapier View full review »
Lieven Oosterlinck
Technical Marketing Manager at a tech vendor with 51-200 employees
Digging further into the tool integrations, we can use the data from one tool we use, connect it with Zaps to another tool to execute data-driven actions. One example is the user behaviour on our SaaS-platform. We can make segments with users that show specific behaviour on the platform. With Zapier, we can connect them to mailing tools for delivering specific, targeted content. This means no more mass mailing. View full review »
Joseph Chen
Chief Data Officer at a tech vendor with 51-200 employees
Zapier has automated so many of our back-end systems, saving us hours each day in reconciliation and data flow. View full review »
Jeroen Van Kesteren
Your Online Marketing Manager at a tech services company with 11-50 employees
We can set up marketing automation processes for our clients in a much faster way. Our marketing personnel can do it. We don't need programmers to build complex code. View full review »
Denis Meyer
Senior Project Manager
Thanks to Zapier, I was able to integrate all the appointments into the Salesforce calendar. Thus, users have a complete 360° view and have only one application to consult. View full review »
Nathan Goodman
Salesforce Administrator / Salesforce Business Analyst at a tech vendor
More automation means less manual work, and improved efficiency for me. View full review »
Heather Page
Manager, Marketplace Success at a recruiting/HR firm with 11-50 employees
It allowed us to create integrations between our own proprietary operations tool, and a variety of other tools like Salesforce, Slack, and HubSpot. Zapier, combined with MailParser, is an essential element of our back-end operations. It allows us to maintain dynamic datasets about customers and sales without a ton of overhead. View full review »
Customer Education Manager at a tech vendor with 51-200 employees
We integrate with Zapier, thus allowing our users to use their services. On a personal level, I used Zapier to automate otherwise tedious and manual tasks. For example, my team maintains the Help Center and we collect feedback on how the content could be improved. One way is that whenever someone wants to suggest an improvement, they can do it by answering a few questions in a Typeform. When they submit the Typeform, a Trello card is generated via a Zap that I have set up, so it is added to our backlog. View full review »
Nathan Sterner
Growth & Marketing Manager at a transportation company with 11-50 employees
One way it improved how we function is that a message posted to a particular Slack channel can become a to-do with the tool Trello. We also take alerts from Autopilot and use that to trigger a Slack message for our sales team to follow up with a particular customer. We also connect an Excel sheet with a Trello card for our car inspections. There are many uses for operations, marketing, and sales. View full review »
Alex Shively
Salesforce and Database Coordinator at a real estate/law firm with 11-50 employees
Zapier allows us to accurately connect RingCentral to Salesforce, allowing us to get accurate counts of sales rep call totals. View full review »
Brennan Valenzuela
Social Media Program & Live Chat Program Manager at a tech services company with 201-500 employees
It allowed us to bridge marketing tools and support tools for transparency and better process management. View full review »

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