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What is Zapier

Zapier.com is a leading automation platform that connects thousands of apps, allowing users to create custom automated workflows called 'Zaps' without the need for coding. By streamlining repetitive tasks and facilitating data integration across different applications, Zapier enhances productivity and reduces manual effort, enabling teams to focus on higher-value activities.

Integrate Zapier and...

  • connect over 5,000 apps seamlessly

  • automate repetitive tasks with custom workflows

  • reduce manual errors by syncing data automatically

  • boost productivity with pre-built templates

  • scale operations without additional infrastructure

  • enhance collaboration with multi-step automations

See what is possible with Zapier:

Sales Lead Enrichment

Automates the process of enriching new sales leads with relevant data to improve lead scoring and prioritization.

  • Increased lead conversion rate by 25% and reduced manual data entry by 80%.

Approach:

Zapier was used to integrate Salesforce with Clearbit, a data enrichment tool, to automatically enrich new leads with additional data such as company size, location, and industry.

This integration allowed the sales team to automatically update their CRM records with enriched data, enabling more accurate lead scoring and prioritization.

The enriched data was then used to personalize outreach efforts and optimize sales strategies.

Tools used: Salesforce, Clearbit

Automated Customer Feedback Collection

Streamlines the process of collecting and analyzing customer feedback to improve product and service quality.

  • Reduced feedback collection time by 60% and improved customer satisfaction scores by 15%.

Approach:

Zapier integrated SurveyMonkey with Google Sheets to automatically collect and organize customer feedback data in real-time.

The feedback responses were then analyzed using Google Sheets, with automated reports generated and sent to the relevant teams for action.

This process eliminated manual data transfer and ensured that feedback was promptly addressed.

Tools used: SurveyMonkey, Google Sheets

E-commerce Order Processing

Automates the order processing workflow for an e-commerce business, reducing manual errors and improving efficiency.

  • Reduced order processing time by 50% and minimized manual errors.

Approach:

Zapier was employed to connect Shopify with QuickBooks and ShipStation, automating the flow of order data from the online store to the accounting and shipping systems.

This integration ensured that orders were automatically recorded in QuickBooks for accounting purposes and sent to ShipStation for shipping and tracking.

The automated workflow reduced the need for manual data entry and minimized the risk of errors in order processing.

Tools used: Shopify, QuickBooks, ShipStation

HR Recruitment Automation

Automates the recruitment process by integrating various tools used in the hiring pipeline, from job postings to candidate selection.

  • Cut down recruitment cycle time by 40% and improved candidate matching by 30%.

Approach:

Zapier connected LinkedIn, Google Forms, and Greenhouse to automate the job application process. Job postings from LinkedIn were automatically synced with Greenhouse, the applicant tracking system.

Candidates filling out application forms on Google Forms had their responses automatically added to Greenhouse, streamlining the initial screening process.

Automated notifications and reminders ensured timely follow-ups with candidates, enhancing the recruitment experience.

Tools used: LinkedIn, Google Forms, Greenhouse

Social Media Content Scheduling

Facilitates the scheduling and posting of social media content across multiple platforms from a single dashboard.

  • Increased social media engagement by 20% and saved 10 hours per week on manual postings.

Approach:

Using Zapier, the client integrated Buffer with Google Drive and Trello. Content created and stored in Google Drive was automatically added to Buffer for scheduling.

Trello was used to manage the content calendar, with Zapier automating the process of moving scheduled posts to completed status after they were posted.

This solution allowed the marketing team to plan, schedule, and monitor social media content efficiently from one centralized location.

Tools used: Buffer, Google Drive, Trello

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MAXMEL Tech - Support