• Home

  • Automation with Zapier

  • Automation inspiration

Automation inspiration

3 min read

4 ways your customers benefit from support and service automation

By Ana Gotter · April 11, 2023
An orange speech bubble with a happy face in the middle on a light purple background.

Whether you're a small business with a single customer service specialist or a large corporation with dozens (or even hundreds) of support team members, we're almost positive those specialists are busy

Customer service is more important than ever before, and using automation helps you better deliver top-tier service. Some businesses resist automation in customer service because they worry that it means relying on chatbots instead of the human-to-human experience. But automation actually frees up your team to provide high-quality service that benefits your customers at every touchpoint.

Here are four ways support and service automation can benefit and delight your clients.

You can use automation to improve work for support team members, too, by making it easier for them to create tickets from social media mentions, be notified about new tickets, develop a knowledge base, and more.

Table of contents

  1. Address customer service issues quickly

  2. Resolve complex customer service concerns

  3. Streamline customer follow-up

  4. Offer personalized service at scale

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

1. Customer service issues are addressed quickly across all platforms

Today's customers have high expectations across the board, which can directly impact how they perceive their experience with your business. One of those expectations is speed.

One study found that 90% of consumers want to see "immediate" responses (defined as a response within 10 minutes), and another found that 48% of consumers expect a response on social media within 24 hours. 

When you take advantage of automation, you can  deliver on these expectations more easily. 

Create new Zendesk tickets from parsed emails by Zapier

Create new Zendesk tickets from parsed emails by Zapier
  • Email Parser by Zapier logo
  • Zendesk logo
Email Parser by Zapier + Zendesk

Create Trello cards from new Facebook Page messages

Create Trello cards from new Facebook Page messages
  • Facebook Messenger logo
  • Trello logo
Facebook Messenger + Trello

2. Complex customer service concerns can be resolved completely 

Some customer questions or concerns are relatively easy to address. If someone needs an update on a shipped package or information about a return policy, for example, those are simple exchanges.

Sometimes, however, customers have complex concerns or issues. Maybe a client using your SaaS software has continually had complex technical issues that need attention, or someone insists their products have repeatedly arrived damaged.

You may need to tag in other team members or escalate the issue to a different team for more complex concerns—while keeping your clients calm. Automation can help you send tickets to the appropriate teams and summarize the current status for a smoother handoff.

The more thoroughly and efficiently you're able to handle customer concerns, the better, and automation can ensure nothing gets missed. 

Create GitHub issues for updated tickets on Freshdesk

Create GitHub issues for updated tickets on Freshdesk
  • Freshdesk logo
  • GitHub logo
Freshdesk + GitHub

3. Customer follow-up is streamlined

Seamless omnichannel support is the ideal, so you need to know how and when to follow up with your customers.

When you reach out to customers to follow up after a support issue, a few things happen:

  • They know that your business cares if the issue has been resolved

  • They get a chance to tell you if there are still problems, which they may not have done without the extra outreach

  • You get another opportunity to make a connection with the customer

Following up can be difficult, however—your support team likely doesn't have the time or resources to call or email every person they've helped. 

Consolidating multiple communication channels automatically to a single tool can help. 

Update or create Intercom contacts with new HubSpot contact property changes

Update or create Intercom contacts with new HubSpot contact property changes
  • HubSpot logo
  • Intercom logo
HubSpot + Intercom

Add contacts to HubSpot workflows from Zendesk tickets

Add contacts to HubSpot workflows from Zendesk tickets
  • Zendesk logo
  • HubSpot logo
Zendesk + HubSpot

Get new Zendesk ticket alerts via ClickSend SMS

Get new Zendesk ticket alerts via ClickSend SMS
  • Zendesk logo
  • ClickSend SMS logo
Zendesk + ClickSend SMS

4. You can offer personalized service at scale 

You want to provide a stellar customer experience, but personalized service on a massive scale sounds almost impossible. You pride yourself on knowing your customers' needs, after all. However, you can use automation to consolidate customer info in one place, freeing you up to provide that personal touch. 

For example, you can update contacts in your Customer Relationship Management (CRM) tool with interactions from support tickets, or enroll a new customer in a nurture to address frequently asked questions.

Add new Zendesk users to ActiveCampaign lists

Add new Zendesk users to ActiveCampaign lists
  • Zendesk logo
  • ActiveCampaign logo
Zendesk + ActiveCampaign

Add notes in ActiveCampaign for new Help Scout customers

Add notes in ActiveCampaign for new Help Scout customers
  • Help Scout logo
  • ActiveCampaign logo
Help Scout + ActiveCampaign

Update HubSpot contacts from new Zendesk tickets

Update HubSpot contacts from new Zendesk tickets
  • Zendesk logo
  • HubSpot logo
Zendesk + HubSpot

Give the benefits of automation

Automation allows your customers to receive faster, stronger, and more well-rounded support across multiple platforms—and helps your team stay on top of everything, too. 

Consider taking some time to explore how automation can help take some of the burden off your support team while simultaneously increasing the quality of customer service across the board.

Related reading:

  • 5 things customer support reps wish you knew

  • Ways automation can help your customer support team

  • How you can thrive in a customer support role

  • How to automate Intercom with Zapier

This article was originally published in January 2021. It was most recently updated in April 2023 by Krystina Martinez.

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.

tags

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.

Sign up
See how Zapier works
A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'