Fulcrum vs. Zapier

We use Fulcrum to record information about vehicles and our product in the field to ensure we have clean and organized records of work completed and issues encountered. This has unlocked immense value for us. It allows managers to review work to maintain high quality. Using Fulcrum has also allowed for large amounts of field data to be gathered and quickly transferred from our field team to our engineering team when necessary.

Incentivized

If you have processes that are now managed and controlled using a spreadsheet, Zapier will give you a lot more control over what is happening and will help you increase productivity by eliminating simple steps such as sending emails and sharing information with your colleagues. It frees time for very transactional activities.

Incentivized

• Notation of photographs.
• Consistency between field staff observations.
• Reduces report writing time.
• Near real time sharing of notes between field and office staff.

Incentivized

• Ease of use - multiple people in the organization can set up and run Zaps per their specific use cases without much training.
• Connectivity - Zapier is able to connect to multiple applications we use on a regular basis.
• Functionality - Zapier provides embedded functionality within the app itself (email, data conversion), but also appropriate triggers and actions for apps it connects to.
• Versatile - Zapier can execute complicated and simple tasks and thus has many use cases.

Incentivized

• Advanced features are not extremely intuitive for less technical audience.
• Must reassign records to a different user to discontinue an account.

Incentivized

• Being able to turn off one leg of a Zap without having to delete it or turn the whole Zap off
• Not all fields populate when using certain aspects of Salesforce, but that could be an SF issue
• Communication when support is actually needed basically doesn't happen

Incentivized

Zapier is now very much an integral part of our business and we could not operate without it!

Incentivized

The interface is very user-friendly, and there are also many tools to help a brand-new user get started. For example, you can put your Zap idea into the AI bot, and it will basically build a shell of your Zap to get started on. The format for each step within a Zap is also very helpful (set up the connection/app, set up the fields/details, then test).

Incentivized

Before we purchased Zapier, I contacted support and asked them if Zapier could support my intended workflow (this is actually a selection on their support form - awesome). Within 2 hours, I was contacted by a support team member who seemed sure it would work, but granted me premium access for 2 weeks to try it out for myself. Sure enough, it did! Ever since then, support has replied rapidly to any problems I have experienced and answered my questions within a few sentences.

Incentivized

We actually utilize both Integromat and Zapier at our company, for all the reasons detailed in this review. Though Zapier is excellent for simple client integrations, we often run into internal use cases that require complexity that Zapier cannot provide. Specifically working with API calls (not just webhooks), complex multi-step integrations with Routing/parsing/etc, and large volume integrations. Integromat is perfect for these use cases, but doesn’t provide the simplicity and account scalability that Zapier offers.

Incentivized

• Manual data entry of collected field information is no longer required saving anywhere from 1 to 10 hours of tedious work and eliminating human error.
• Clients are impressed with our ability to use digital field notes and our ability to communicate in near real time which helps ensure client retention and expanding our envelope of work with them.
• Instead of spending time trying to find out what, why, where, and when a picture was taken the guess work is removed as photos are georeferenced and can be annotated in the field.

Incentivized

• It has saved me the money in hiring an administrative assistant
• It also saved me the time it took to do these tasks
• It also allowed me to automate things that increased my lead generation
• It also allowed me to automate several processes

Incentivized