Integrating your business with an outside program known as a workflow automation tool is crucial, especially if you run a business of any kind. These tools help you automate tedious and time-consuming tasks that would otherwise be challenging to manage manually.
In this article, we’ll explain how to integrate your company’s CRM with another program called Zapier. Through this integration, you’ll be able to access all the data from your CRM and automate tasks in other programs. The result will be a more efficient use of your time and resources.
The Importance of CRM Integration
Workflow automation tools are a fantastic way to reduce overhead and increase productivity. When your team is better equipped to handle the workload, every employee in your organization benefits. That’s why CRM integration is so crucial. Integrating your CRM with other programs allows you to create automated workflows that take advantage of the data you’ve gathered.
This allows you to process sales leads, manage marketing campaigns, and streamline customer service processes, among other benefits. CRM integration also makes it easy to find new leads, track your sales cycle, and monitor your customer relationships. If you use a CRM like Salesforce, you can even create custom workflows. This means you can integrate program features like dashboards, lead scoring, and team collaboration.
Common CRM That You Need to Automate
Before we talk about Zapier, let’s take a moment to talk about the most common CRM that you need to automate. We’re talking about Salesforce and any sales CRM. This is because sales reps tend to have a lot of different interactions with customers. In each case, there’s a need to capture some data and add it to a sales team’s database.
But, even more so, there’s a need to automate activities in Salesforce. This is because CRM is already a big time-suck. With salespeople managing their data and creating new leads themselves, the CRM is already hard to scale. And, when you start automating processes, it becomes even more challenging.
Putting in New Contacts
If you run a business that deals with new customers, you’re going to be putting a lot of contacts into Salesforce. And, in most cases, you’re going to be entering them by hand. While this is a several-step process, it’s still a time-suck. And, in each case, there’s room for error.
This is where a workflow automation tool can help you. In Salesforce, you have the option to create contacts from different fields in your CRM. For example, if you have a customer who signs up for a trial, you can create the contact in Salesforce as soon as they sign up.
Adding Leads Email Lists
Depending on your business model, you could be sending a lot of emails to your current customers. You might be asking them to spread the word about your products and services, or you may be sending emails that lead to new sales engagements.
Regardless of how you’re getting these contacts, you’re going to be creating a contact record in Salesforce. And, in most cases, this record will sit idle in the database until you email it to yourself and add it to your email list. While this is a straightforward process, it’s also a time-suck. And, in each case, there’s room for error. This is where a workflow automation tool can help.
Notifying Your Team
If you have a team of people managing your sales process, you’re going to have a lot of activities related to managing their information and creating new records in Salesforce. For example, you’ll need to create the initial lead record, create a deal, assign tasks and create follow-up contacts.
These basic activities take a lot of time and effort. With a workflow automation tool, you can create a workflow that automatically creates a new lead record, creates a task, and creates a follow-up contact.
What is Zapier?
Zapier is a workflow automation tool that lets you connect apps to automate tasks and save time. With Zapier, you can create “zaps” (or automated interactions) that automatically trigger “if/then” conditions in another app. There are hundreds of apps that you can use with Zapier, including software like Slack, Hubspot, and Salesforce.
You can also use it with apps like Asana, Google Sheets, and HelloSign. Zapier has a wide range of integrations, which makes it easier to automate tasks in different fields and industries. For example, you can use Zapier to automate workflows that involve importing data from accounting software, managing your investments, and more.
Can I Integrate Zapier with My CRM?
Yes, but it depends on the CRM system you use and the level of support you’d like from your software provider. Some CRMs offer built-in integration with workflow automation tools, while others require a service provider to enable this feature.
If you’re interested in Zapier integration with your CRM, the good news is that about 95% of CRMs are supported. This means that employees and managers can do things like create custom workflows, create and edit contacts, and use standard CRM data like email, phone number, and address. You also have access to many other features like follow-ups and reminders, sales funnel analysis, and more.
Zapier CRM Integration
First, find a CRM that you’d like to integrate with Zapier. Once you’ve chosen a CRM, you’ll need to sign up for an account at Zapier. Once you’re in Zapier’s dashboard, you’ll need to create a new Zap. Select “Connect to CRM” from the “To” section and enter the details of your CRM.
You can find the CRM’s API key on the provider’s website. You can also enter the CRM’s email address if you want to trigger Zap based on a specific record. From the “Of” section, select the CRM data fields you want to trigger on. You can also select “More fields” to add more CRM fields.
You can also select the “Create a custom Zap” option if you want to create a Zap that integrates with one CRM and triggers another CRM’s data.
How to Trigger Actions on Zaps From Your CRM
Once you’ve created your Zap, you’ll need to test it out to make sure it works as intended. To trigger a Zap from your CRM, you’ll first need to find the CRM record you want to trigger a Zap on.
After finding the correct CRM record, add a CRM field to the Zap. For example, if you wanted to trigger the CRM field “amount” on your Zap, you would add that field in the “To” section of your Zap like this: “To CRM fields”
How to Manually Connect Zaps in your CRM
You can also manually connect Zaps in your CRM. This is useful if you want to trigger a Zap from your CRM but you can’t find the correct CRM record. To manually connect a Zap in your CRM, you would enter the CRM’s email address in Zapier’s CRM field settings.
Which Data Should You Trigger From Your CRM?
If you want to trigger a task in your CRM, you’ll first need to know the correct CRM record. To find which CRM record you want to trigger a task on, go to the CRM’s navigation menu and select the “Navigate” option.
In the navigation menu, select the required record type and record and you’ll be able to see all the related records. Once you’ve found the right CRM record, add the required field to your Zap. You can also trigger Zaps based on a combination of CRM fields.
Other Features of Zapier
Business Process Management
Business process management is the process of automating recurring tasks in your company. This helps businesses stay organized and on track. If you’re a marketing manager, for example, it can help you create workflows that automatically send out emails at predefined intervals.
This ensures that you don’t miss a beat in your marketing campaign. This can reduce the workload on your team significantly. It also allows you to focus on other areas of your business instead of managing email campaigns and other digital tasks.
Workflow Management
Workflow management software is another tool you can use to expand the functionality of your CRM. With a workflow management tool, you can create one or more workflows. You can then assign tasks to employees or create automated workflows that process sales lead letters of intent and more.
A workflow management solution gives you the ability to create dynamic workflows that take advantage of the data in your CRM. This allows you to automate tasks that require approval or approval from multiple people.
Cloud Management
If your company uses cloud computing, integrating Zapier with your workflow management tool is essential. This allows you to access cloud resources like files, email, and calendar events. With a workflow automation tool, you can create dynamic workflows that access these resources.
This allows you to create dynamic workflows that access these resources. For example, you can create a workflow that uses CRM data to automatically create a Google doc. This can then be used as a sales roadmap, project plan, or another type of collaboration tool.
Advantages of Choosing Zapier
You’ll be able to access your CRM data from other tools. This means that you’ll be able to analyze your data and make better decisions. You’ll also be able to automate tasks with other tools. This means that you’ll be able to create a workflow that performs the same action with different tools.
It could be a daily task such as sending an email to all your salespeople, or a weekly task such as creating a weekly report. You’ll be able to build integrations between Zapier and other tools. You can create an integration between Zapier and a third-party tool that you use frequently.
Start Your Journey With Zapier Today
Now that you know all about the most common CRM and how to integrate it, let’s start your journey with Zapier today. First, visit Zapier.com and create an account. If you already have an account, log in and update your profile settings. Then, you’ll want to visit the Zapier hub in the sidebar of your Zapier account and select the CRM module.
Conclusion
At the end of the day, your CRM is there to help your business thrive. If you can successfully integrate it with another program, you can gain access to important data and resources that you’ve been missing. Zapier is a workflow automation tool that can help you do just that.
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