This review was last updated
This CRM Review examines Zapier.
In-Depth CRM Review
Mountain View, CA
CRM Category: Enterprise Support – Cloud
Sub-Category: Application Integration
Seats: Small Enterprise
About the Company:
Syncing data on the web has always been a pain. Either you did it by hand or you buckled down and built it yourself with an API. If you weren’t technical you had few places to turn for help.
That’s why we built Zapier.
Zapier is for busy people who know their time is better spent selling, marketing, or coding. Instead of wasting valuable time coming up with complicated systems – you can use Zapier to automate the web services you and your team are already using on a daily basis.
If that sounds like you then give Zapier a try. And if you have questions, those are our real email addresses above. Give us a shout. We’d be happy to help out.
About the Product:
Zapier enables you to automate tasks between other online services (services like Salesforce, Basecamp, and Gmail).
With Zapier there is no more waiting for app developers to build integrations. No more expensive freelance programmers. No more unreliable interns. No more lengthy deployment times.
Just you and your favorite web services getting stuff done.
HOW IT WORKS
YOU SET UP A ZAP…
A Zap is a blueprint for a task you want to do over and over. In words, a Zap looks like this: “When I get a new thing in A, do this other thing in B.” The first part is the trigger and the second part is the action.
An example is “When I get a new entry from a Wufoo form, create a new lead in Salesforce.”
You get as much granularity as you need. You can pick what fields from the trigger service should go to the action service and you can use static text and custom fields too. For instance, you might say that the phone number from your Wufoo form should be the work phone of your new Salesforce lead.
…THEN ZAPIER HANDLES THE REST.
Zapier regularly checks your trigger for new data. When the Zap triggers, Zapier automatically performs your action for you.
Continuing with the Wufoo scenario, say you receive five new entries. Zapier takes each one and makes a new lead in Salesforce, customized to the way you specified in your Zap.
Without any more effort from you, data flows from one service to the other!
NOW YOU CAN FOCUS!
With Zapier, you no longer have to waste your time doing repetitive tasks. Zapier is there, doing those tasks for you so you can tackle the exciting challenges of your business.
As you discover more tasks you want to automate, no sweat, just set up a Zap for each one.
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For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Zapier:
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If you are considering this program, you should also look at these other CRM solutions:
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