- Use cases
- Sales pipeline
Close more deals across your sales pipeline with automation
✔️ Create a seamless sales experience
✔️ Notify reps when activity takes place
✔️ Streamline deal close processes
Zapier is trusted by over 2.2 million companies worldwide
Create a seamless buying process
Remove friction from every stage of the buying process. Automation can help create a seamless experience for prospects, from lead handoffs to follow-ups to contract signing—resulting in increased conversion rates.
Keep your reps selling
Give your reps all the customer info they need to win. They’ll spend less time digging up critical info and more time closing deals.
Adapt and scale your sales process
The market moves fast. To keep up, use automation to easily create new ways for buyers to engage with your teams, launch programs fast, measure impact, and adjust accordingly.
Automate every part of your sales pipeline
Paint a holistic picture for each account
No more scouring for account details across different platforms. Use Zapier to pull everything reps need into one centralized hub.
Craft messages that convert
Make it easy to find details that help reps create tailored messages that win more deals.
See when leads are hot
Timing is everything. Use automation to notify your team when buyers engage with content, hit in-product milestones, or check out your site.
Reach out at the right moment
Take action on your intent data by letting reps know immediately—giving them the best possible chance of getting their prospect's attention.
Seamlessly hand off accounts between teams
Make handoffs smooth and simple between SDRs, account executives, customer success, and professional services. Automate followups and share all the info they'll need to close the deal.
Build a better buying experience
You don’t want your accounts to feel like they're in a game of hot potato. Leverage automation to create a standardized process to ensure no accounts fall through the cracks.
Get a curated view
Keep reps focused on the details that matter most to your team with custom-built resources. Use automation and AI to create and send documentation and route updates to the right place.
Pass along the right info
Curate communication streams so your team knows what’s important and doesn't get bogged down by what's not.
Grow revenue together
Create personalized experiences and campaigns that get customers to sign on the dotted line with a holistic experience across sales and marketing.
Create a single customer view
Plan, execute, and report on your ABM program using a comprehensive and unified data set powered by automation.
Close out closed-won
Take the manual work out of your Q2C so reps can focus on closing new customers or onboarding rather than chasing down invoices.
Bring deals home
You worked hard for that customer. Make sure they turn into revenue by streamlining and automating your Q2C process.
Centralize your deal desk
Create workflows so reps and approvers can easily ask questions (and see the response), collaborate on terms, and get approvals seamlessly wherever they work.
Deliver invaluable customer insights
Make it simple for reps to share customer insights across teams—that way, it's easier to develop the right resources you need to close deals. Automatically flag product opportunities, share challenges, and more.
Get started quickly with these best-practice templates
No need to start from scratch. In just a few minutes, you can use Interfaces, Tables, and Zaps to create complete solutions and reclaim countless hours of your time.
Connect business content to a chatbot to resolve questions
Score leads and get related company data—then add to your CRM
Manage and centralize online customer orders
Organize and automate your sales pipeline to grow your business
Build our own simple CRM
Answer FAQs quickly with an AI-powered bot
CUSTOMER STORY
With Zapier, Fellow increased sales productivity and impact
“Because of Zapier, all of the account managers are able to focus their time on key accounts and the channel strategy that drives revenue growth.”
—Alicia Roberts, Key Account Sales Manager at Fellow
Improve conversions and grow revenue with automation
Connections for every tool
With 7,000+ integrations, Zapier lets you connect the tools all your teams use—from your Sales Development team to Customer Support and beyond.
Advanced customization
Use tools like Paths and Filters to seamlessly send leads to the right destination.
Faster automation
One-minute update time on paid plans means you always have up-to-date data on your accounts.
