Likelihood to Recommend Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.
Read full review Zapier is perfect for simple integrations and setting up generally low-volume accounts that require very little configuration and maintenance. For a distributed structure where a client/outside party is responsible for billing, it’s easy to create an account, put them on a low-cost plan, configure a simple integration and teach them how to alter the setup. Its webhook-based setup is perfect for many simple use cases and there’s no reason to use a more complex or expensive solution.
However, if you have integrations that are increasingly complex (involve parsing, multiple non-linear steps, the integration of non-native APIs), significant in overall volume/data or require additional features (time delays for API limits), Zapier likely isn’t your best choice. Other integration platforms offer higher levels of customization and capability, though they’re typically significantly more complex and expensive.
Read full review Pros Flexibility on process management. Internal automations and connections to different data bases and boards. Easily connection with external programs through API's. Read full review 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. Read full review Cons I would like to be able to add a due date without a time attached. I would like to see completed tasks be deleted after a set amount of time. Read full review 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 Read full review Likelihood to Renew Zapier is now very much an integral part of our business and we could not operate without it!
Read full review Usability Zapier is very user-friendly. They walk you through each step of the zap-building process in an orderly and easy to understand way. Each step of the zap is tested before moving onto the next step. For simple zaps, you can have them up and running within minutes. For more complicated zaps, it may take some experimentation, but Zapier is there to help you troubleshoot.
Read full review Support Rating Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept
Read full review 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.
Read full review Alternatives Considered We started using software we already had (such as
Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems.
Trello is good for managing demand but offers no process customization or approval and
Jira is too focused on development for our needs, and also hard to customize.
Read full review Zapier is a much more mature platform with much more software that you can integrate into and they add to their portfolio every month Zapier has more functions for each software they connect Zapier has their own services that are very useful They have so many existing work flows that you can easily add Read full review Return on Investment Our processes are more organized and we are not missing any steps. We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer). We are able to keep track of customer billing changes easier. Read full review It saves us hours of time every week being able to connect services automatically. It enables automations to happen that would not otherwise be possible at all. It allows us to choose other software for specific purposes without the limitations of only the built-in connectivity. Read full review ScreenShots