This is the first guide in our Zapier Automation Content Series. We’ve prepared three instructional guides to help you use Zaps to automate manual workflows. You’ll also find two practical use cases profiling scaling sales teams who are using Zapier to connect up multiple apps and streamline their processes. Check out each of the 5 guides to learn how to recapture huge chunks of time and spend more time talking to leads and customers!!!
Anyone responsible for selling has so many competing tasks.
Founders, Executives and Sales Managers know that sales will make or break their business, but there is always an avalanche of tasks to complete that can pull salespeople away from selling.
But is your business actively trying to eradicate these time-sucking tasks from your workload?
You can’t afford to be distracted from revenue-generating activities by admin you can automate.
Sales is about selling.
Your job is to attract and convert leads and to nurture relationships with customers.
You aren’t growing your business unless you have a repeatable sales process that allows you to maximize the time you spend on the selling.
Even the most refined sales process has multiple stages involving the many different activities required to drive leads towards a deal. You’ll have a bunch of moving parts to manage, and without taking advantage of automation - you risk sucking up precious selling time with annoying admin.
Without the right tools, this vicious cycle of admin is hard to escape.
Whenever you have data related to your sales activities that sits outside the centralized hub of your CRM (emails, calls, proposals etc.) - you’re faced with the chore of manual data entry.
Time spent on the repetitive task of manually entering data is time away from closing deals.
Human error and lack of focus often mean important data can be overlooked and valuable sales opportunities lost.
We want to help you understand how to blitz the burden of your admin so you can spend as much time as possible on revenue-generating tasks.
To build a scalable and repeatable sales process, you must have the right systems in place to manage your data and track your sales activities in real time.
And it’s even more important for these systems to communicate with each other.
Zapier is a Connector that Automatically Brings Data Into Your Sales Hub
Zapier is an incredible stress-busting tool that allows you to automate actions between the different web apps you use every day.
Zapier can absorb your most dreaded admin tasks so you can free up time to focus on your most important role - actually selling.
Zapier can help to streamline and speed up your most important sales processes like:
- Capturing leads and deals
- Updating deal stages
- Centralizing contacts
- Tracking action items
- Setting up notifications and alerts
- Communicating updates to your team
Zapier connects Pipedrive with your favorite business apps like Gmail, Slack, MailChimp, and 1000+ more. With the right ‘Zap’ workflow, can you automatically send all your data into your CRM and significantly boost your reporting and tracking capabilities.
How Does Zapier Work?