Zapier powers up small businesses with many awesome integrations
December 19, 2018

Zapier powers up small businesses with many awesome integrations

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zapier

We use Zapier to integrate sales and marketing tools and create workflows. For example, if somebody signs up for a trial, we use a Zap to combine information from our CMS, CRM, licensing software and email service provider to send through their trial key.

It addresses a number of similar business problems, such as pulling contact information from our accounting system and pushing it into our CRM.

Zapier sends information between our tools automatically and saves us a lot of time.

  • Zapier integrates brilliantly with so many different tools. Whatever you use, the chances are Zapier works with it.
  • Everyone in our team (even the less technical people like me) use Zapier with ease. It just requires a little thinking through about how your process works and you're good to go! It's intuitively laid out and guides you through how to set up a Zap step-by-step.
  • Zapier sends us helpful email alerts when something goes wrong. It pinpoints which tool is having issues in the email itself. This helps us reduce our time to resolution. If we know that we've just changed our LinkedIn password, and then Zapier sends through an alert to say our integration with LinkedIn is down. This way we quickly know the cause.
  • Zapier prices by the number of Zaps you send. If your budget is limited, you'll need to prune your zaps as you go along.
  • Everybody on the team needs to know what Zaps are in place. If you've set up a Zap to trigger an email to a customer from a CRM button press, and somebody isn't aware about the Zap... you might end up sending emails unintentionally. In this case, I would encourage tooltips wherever you use triggers.
  • I'd love to see a page on Zapier's website where it says which integrations it's working on e.g. our old accounting system didn't integrate with Zapier... so we migrated to a new accounting system. If we had known that was to change... we might have stayed.
  • Zapier reduces the time it takes our sales staff to log deals in the system.
  • It has saved us from using our own developer resource to build integrations.
  • Sometimes we accidentally send emails to customers. It's not a big deal, but if it happened on a large scale, it would have a negative impact.
HubSpot is more of an 'all-in-one' platform, with many of the tools you'll need for sales and marketing all in one place. It offers workflows, so you can create a HubSpot form, which triggers a HubSpot email when filled out etc.

Zapier offers a much wider array of integrations, which are easier to set up. If you're in the early stages of your business, Zapier is much more cost-effective, scalable and flexes with your needs.
Zapier is well suited to situations where you want to send information from one tool to another, or where you want an action in one place (e.g. a button press) in one tool to make a change in another tool.

A good example in the latter case would be, if a customer doesn't pay within the invoice due date, a Zap would trigger to mark that customer as a 'late payer' in the CRM. This helps to increase collaboration between sales and finance teams.

On the downside, it can take a while for Zaps to be triggered at times. It's not a huge deal, but sometimes I sit in the CRM waiting for the magic to happen.

Zapier Feature Ratings

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