Automating marketing & sales tasks
January 18, 2018

Automating marketing & sales tasks

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zapier

Zapier is being used by the Marketing & Sales departments. We're using it to integrate systems across different parts of the business and our online properties. I couldn't think of a different way to perform such tasks and product inter-connectivity if it wasn't for Zapier. The integration work would cost a lot more if we weren't using it.
  • Zapier enables us to build the integrations ourselves without having to wait for development or external resources, which would take weeks.
  • We can modify the integrations in real time without much technical knowledge, which is a huge benefit for us, given that the specifications for an integration/automation might change often and rapidly.
  • Zapier internal apps like filters and formatters allow you to create even more complicated zaps that function like little calculation machines.
  • We use many different channels for lead generation and user acquisition and Zapier enables us to connect them all seamlessly.
  • Zapier supports several data formats and allows you to perform calculations using data from multiple apps.
  • Some apps offer integrations that are less complete compared to others, which might not enable you to create the functionality you want.
  • Some apps use wording and multiple options that are not easy to comprehend and distinguish. Documentation around that should be a bit more clear.
  • A few of the apps that we use have not yet been included in the huge list of Zapier apps, but I'm sure this will improve soon.
  • The team will need some initial training in order to feel comfortable enough to start creating and editing zaps. It would be nice if Zapier offered an introductory training course.
  • It is difficult to copy - paste actions, especially between different zaps.
  • Reduced development cost and need for developers in-house to help with marketing integrations.
  • Allowed for highly complex automations to be created, allowing us to capture and nurture leads much more effectively, thus enriching our sales pipeline.
  • It has saved our marketing team a lot of precious time by allowing us to automate tedious tasks.

Zapier is best suited for small to medium size businesses and startups, who do not have the technical capacity to create the product integrations internally. Using Zapier also requires that the organization is flexible and agile enough, to allow the integrations to be created in the first place.

Any marketing, sales or operations team could greatly benefit from using Zapier, given that they are technically-savvy to the level which gives them the confidence to play around with Zapier and take advantage of its full power and capabilities.

Zapier Feature Ratings

Pre-built connectors
9
Connector modification
7
Support for real-time and batch integration
8
Data quality services
8
Data security features
7
Monitoring console
7