Zapier really does make you Happier
February 28, 2018
Zapier really does make you Happier
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Zapier
Zapier is primarily used for our marketing, but with its seamless Salesforce integration, we've been able to improve our sales efforts by creating leads automatically and tracking them with a low cost automation system. Basically, we use Zapier to link our contact forms on our website (made with WPForms) to our Salesforce Lightning Cloud (lead generation - creates a new lead) and our GetResponse platform (grows newsletter lists, schedules autoresponders, etc).
Pros
- Integrations: Zapier is nearly idiot proof. Choose your trigger app and your action, connect your accounts, and you can automate thousands of different tasks that save time and money. There are even templates that make it really easy to set up those actions (e.g. a "new lead" template for Salesforce that ensures each lead is being tagged and added appropriately)
- Notifications: If anything goes wrong with a Zap, you're notified within seconds and can take appropriate action to fix the workflow. Additionally, depending on your subscription, Zaps can be set to automatically re-run after a problem.
- Pricing: We had looked for a cost-effective way to integrate our contact forms with Salesforce, but there is a growing trend of companies forcing an enterprise-level pricing tier ($250/mo. and up) to grant API access for connections to Salesforce. At $20/month, Zapier is a serious bargain, and I have begun using it for more than just lead capture and creation.
Cons
- While the templates are incredibly helpful, there are some quirks that new users will have to get used to. For example, when you're linking a contact form or form service to a Salesforce lead, you will need to run a separate test of that contact form with every possible option in order to configure the template.
- Expect some occasional JSON errors with Salesforce integrations until you can figure out how to get the apps talking to each other effectively.
- While Zapier provides integrations for 1000s of apps, there's still a good chance that at least one app you want to use isn't included.
- With Zapier, WPForms and GetResponse, we were able to create a basic salesforce-integrated marketing automation system for less than $50/month, which is, at minimum, $200/month less than our next best option. Leads are captured and registered automatically for our two Salesforce admins, and we have a much more practical means of tracking prospects.
Zapier Feature Ratings
Zapier Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
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!
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