- Roles
- Sales
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Zapier for Sales
Close more deals faster with automation
Let Zapier do the admin work—the pre-call research, activity logging, and order processing—so reps can close deals rather than manage workflows.
✔️ Connect 7,000+ apps
✔️ No-code and low-code automation
✔️ Guardrails for all data and actions
Zapier is trusted by over 2.2 million companies worldwide
Sync up your tools to fast-track your sales
Zapier connects your go-to-market (GTM) tech stack—your CRM, sales outreach platform, and customer support software—for a unified engine that accurately scores leads, moves deals to closed-won, and seamlessly onboards new customers with zero manual hassles.
Here's what Sales leaders say about automating with Zapier
“Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.”
Raphael Bochner, Founder and CIO
“Because of Zapier, all of our account managers are able to focus their time on key accounts and the channel strategy that drives revenue growth.”
Fellow onboards customers four times faster with Zapier workflows.
Alicia Roberts, Key Account Sales
“Our B2B sales team used to spend two to three hours per prospect researching and building context. So, I built an AI agent for them and rolled it out to our entire Sales and Technical Sales teams. Now, what used to take them three hours takes less than five minutes. It's been incredible.”
Usman Mahomed, Head of Product
“The appointment bot [we built in Zapier] keeps the sales process moving toward a closed deal. My clients are time- and staff-constrained. The more I can assist with the AI appointment booking bot, the more effective their sales processes will be.”
Results Grow's chatbot, powered by Zapier, now accounts for 30% of bookings.
Ryan Blackburn, Operations Manager
“Zapier saves each of our estimators 75 minutes daily, giving them more time to find new opportunities and schedule more installs. We have 77 Zaps automating more than 18,000 tasks per week. We wouldn’t have been able to scale like this without Zapier’s support."
Smart Charge America schedules appointments 75% faster with Zapier, giving each sales rep back six-plus hours per week.
David Laderberg, Vice President
"Zapier allows us to be extremely flexible and build automated workflows that match how our sales cycle runs. We've been able to evolve past just emailing everyone."
Rishi Shah, CEO and Co-founder
“Our users get answers and fixes to their issues much faster now. I was also able to leverage Slack and our [automated workflows] to avoid the need to add dozens of Salesforce licenses for our specialized teams.”
Hudl saves $15,000 per year using automation powered by Zapier.
Tori Phillips, Revenue Operations System Administrator
"Zapier has been instrumental in making sure the team has the right data and insights so we can all work together to support our prospects and customers and do what we can to make them successful."
Matt Grebow, Sr. Manager of Demand Generation
Upgrade your sales automation with AI-powered workflows
Join more than 400,000 automators who've already delegated 100+ million tasks to AI with Zapier. Translate mountains of unconnected data into instant insights for well-prepped reps, shorter sales cycles, and higher revenues.
Choose the AI that works best for you
No matter how you like to use AI, Zapier's expanding app library has you covered. Seamlessly incorporate AI into workflows between your CRM, marketing automation platform, prospecting tools, and more.
Build sales workflows at the speed of AI
Simply describe the task you want to automate—like handing off leads or pre-call prep—and Zapier's AI will help you quickly build your workflow.
Tailor-make your sales workflows using AI-generated code
Describe your needs and Zapier’s AI writes custom code, creating workflows that match your sales processes—no engineering required.
Solutions for modern Sales teams
Sales leaders want to ensure their GTM teams are:
Focused
Let your reps do what they do best
Keep your Sales team focused on actually selling. Zapier workflows automatically handle admin work like contact updates and contract approvals. Plus, Zapier and AI surface call prep details and instant product answers right in your reps' favorite tools.
Accurate
Tame your pipeline
Forecasts are only as good as the data they're built on. Rather than relying on stale or missing info from manual updates, bridge data gaps with automatic status tracking, deal prioritization, and pipeline clean-up for more accurate predictions.
Aligned
No opportunity left behind
Handoffs can get messy, and hot opportunities go cold as a result. Reduce the risk of lost leads with automation—use filtering and logic to route the right opportunities to the right reps right away.
Automate sales to accelerate your cycle
Reduce friction in your pipeline with Zapier's powerful automation. Manage leads, centralize data, and work across teams to land and expand more deals—and that's just the start. Let Zapier tackle more admin tasks so you can hit your targets faster.
Sales cycle management
Ensure no leads go cold
Automate the admin work and keep deals moving. Stay on top of every deal task—from assigning leads to funnel stage hand-offs—without manual data entry and reporting. Build a better buying experience with personalized customer touchpoints. Automatically send reps valuable details on customer behavior, like visiting a specific landing page or performing certain actions in your app. That way, upselling is easier than ever.
Account activity notification
Take action on your intent data by letting reps know immediately so they have the best chance of getting their prospect's attention.
Sales process alignment
Make handoffs smooth and simple between SDRs, Account Executives, Customer Success, and Professional Services. Automate followups and share all the info they'll need to close the deal.
Trial conversion
Automate follow-up sequences for users with a free trial to provide support and encourage them to upgrade to a paid plan.
Connect apps to build a tech stack that better serves your Sales team
With over 7,000 integrations, Zapier helps you create powerful automation across all your favorite apps.
“Without Zapier, we would have needed over 100 employees today just to do what we’re doing, which would have been unsustainable. We would have been out of business by now. Instead, today, we’re thriving with 50 highly productive employees.”
—David Laderberg, Vice President, Smart Charge America
Flexible automation features for your Sales team
Break through tech stack limitations and create custom workflows by pairing 7,000+ integrations with our built-in automation tools.
Pair 7,000+ integrations with our built-in workflow tools to overcome tech stack limitations and build custom RevOps automated workflows
Webhooks
Receive data from any service or send requests to URLs—all without writing code or running servers.
Code steps (with AI)
Describe how you’d like to customize your trigger or action and AI will write the Javascript or Python code for you.
Resources for Sales and Sales Operations teams
Three ways to automate your sales
Scale your business with Zapier by automating entire workflows across departments, enhancing efficiency, streamlining revenue operations, and driving growth.
How to bridge the gap between marketing and sales with data automation
Learn how RevOps automation can bridge the data gap between marketing and sales, ensuring accuracy and efficiency. Create practical Zapier workflows to connect platforms, share updates, and prioritize accounts.
How Zapier automates RevOps workflows
Explore different ways Zapier can help you automate RevOps workflows.
Frequently asked questions
What is Zapier and how does it work?
Zapier is an automation platform that connects your favorite apps and services, allowing you to automate repetitive tasks without coding. It works by creating "Zaps," which are automated workflows that trigger actions based on specific events in connected apps.
Why should Sales leaders consider using Zapier for sales automation?
Leaders can use sales automation with Zapier to streamline operations, improve efficiency, and reduce manual tasks. Zapier ensures data flows seamlessly between different systems, enabling a more effective pipeline and go-to-market processes.
How can Zapier automate sales processes?
Zapier can automate a wide range of sales processes, including lead routing, opportunity updating, and customer follow-ups. By automating these tasks, Sales teams can focus on closing deals.
What are the key benefits of integrating Zapier into our sales tech stack?
Using Zapier to connect your sales tech stack offers several benefits, including increased efficiency, improved data accuracy, enhanced collaboration between teams, and the ability to quickly adapt to changing business needs via flexible sales automation.
What types of sales automation does Zapier enable?
Using automated workflows means your sales tasks automatically get done. Zapier can automate tasks such as lead scoring, lead management, opportunity updates, pre-call research, and quote-to-cash.
What tools and platforms does Zapier integrate with?
Zapier integrates with over 7,000 apps and services, including popular sales tools like Salesforce, Lemlist, LinkedIn Sales Navigator, DocuSign, HubSpot, ActiveCampaign, Salesloft, Slack, and Google Sheets. This wide range of integrations allows you to automate based on your specific needs.
What level of technical expertise do I need to set up sales automation with Zapier?
Zapier is designed to be user-friendly and doesn't require any coding skills! You can set up most automated workflows using a simple drag-and-drop interface. That way, Sales pros with varying technical skill levels can automate more of their work. Zapier also has a robust set of security features to ensure your entire organization can automate safely.
