Leaky funnel? IT bottlenecks?
We see powerful solutions in
your future.
Leaky funnel?
IT bottlenecks? We see powerful solutions in your future.
We see more closed-won deals in your future. With an automated deal desk, coordinate approvals between different tools to remove the red tape and get to the finish line faster.
This workflow triggers a few different actions from your team chat app for cross-team communication and collaboration. Then, it routes through the necessary approval steps in your CRM using your existing built-in workflows.
Finding a CRM for a private aviation charter broker is like finding a mythical unicorn. That's why Jet Agency uses its proprietary software—known as the "Grid"—to source flights, manage leads, and handle other business operations.
Anytime James Sperry, Executive Vice President of Biz Ops, wanted to test something out, he faced slowdowns and roadblocks when going through their previous development team.
Jet Agency uses Zapier's MySQL and PostgreSQL integrations to get their proprietary software to talk to other apps. Now, they can integrate their systems with their team chat and even AI.
"The speed is just unmatched [with Zapier]. We'll go from a meeting with salespeople, someone will suggest an idea, and by the end of the day, we can implement it."
Automate your account handoffs for qualified buyers and preserve context at critical transition points in the customer journey.
Whenever deals reach the qualified-to-buy stage in your CRM, this Zap notifies your team of the deal amount. Then, it creates a customized slide deck and assigns a task in your project management tool with the deck attached.
Zonos helps online shops simplify international shipping, duties, and taxes at checkout.
Internal operations weren't as simple. Zonos was fighting friction everywhere—their marketing automation platform (MAP) was inflexible for their data needs, handoffs were high-tension, and customer onboarding was slow.
Zonos automated its customer acquisition and lifecycle processes using Zapier Interfaces, Tables, and Salesforce. Teams no longer need to manage leads manually, create new customer accounts, or communicate basic info for onboarding. They even replaced their MAP with Tables and Interfaces!
"Zapier really enables us to build end-to-end solutions for our teams internally and integrations externally. It doesn't just offer data thinking and mapping data. [Zapier is] manipulating, enriching, growing, formatting and transferring that data and making it viewable."
Don't leave any of your leads to chance. With this workflow, you'll spend less time managing systems for every CRM change, new campaign, or evolving UTM parameters.
This Zap system breaks down lead capture into individual Zaps for each campaign or channel, making it easier to account for data quirks by platform.
After the data is standardized in a consistent format, it's funneled into a single catchall Zap that routes leads to a CRM.
This makes it easier to maintain and scale this system with new campaigns or channels.
Posh was founded in 2020 as a more flexible alternative to traditional event management platforms.
Customer retention and expansion were a challenge for the small team of just four full-time members.
Posh created an outbound engagement system that keeps current customers engaged while also sending outreach communications and faster follow-ups to nurture new leads.
Instead of sending 100 emails after every hosted event on their platform, Posh's growth team can focus on higher-value tasks—all while the bot generates new revenue.
"Once we started using Zapier, it really overhauled the way we thought about scaling."
Generate comprehensive account overviews with AI so your team has the latest insights to personalize every sales call.
When there's a new deal in your CRM or a customer is handed off to Customer Success, this workflow uses separate Zaps to search for relevant info across your tools—think support tickets, usage data from product tools, and more.
Then, it uses OpenAI (or your AI platform of choice) to find key company and industry info for potential customers.
Finally, everything is consolidated in a central spot, such as a note in your CRM, a team chat message, or whatever you prefer—freeing sales reps to focus on driving deals forward.
egg's on a mission to help consumers and businesses simplify the switch to renewable energy. egg's Sales teams spent hours per prospect on research, but they couldn't close deals without it.
egg created personalized, AI-powered sales research assistants using Zapier Agents. Instead of spending hours compiling research, their Sales teams can focus on closing more deals.
"The best thing about [Zapier Agents] is it's an [AI] agent, not a fixed LLM. Because [Agents] can do those Google searches, we're actually able to find live information we can rely on, which is just incredible."
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