1. Roles
  2. RevOps

Don't leave data behind

Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.

Don't leave data behind

Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.

Don't leave data behind

Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.

Don't leave data behind

Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.

Don't leave data behind

Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.

Don't leave data behind

Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.

Zapier for RevOps

Connect your GTM tools to automate your RevOps and drive more revenue

Not all the tools in your tech stack play well together, which slows your teams down. Zapier goes where native integrations don't. Link your go-to-market tools and create custom workflows that align your RevOps, help your teams move quickly, and get more done.

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✔️ Connect 7,000+ apps

✔️ No-code and low-code automation capabilities

✔️ Set up guardrails for all data and actions 

A diagram showing a well-integrated revops tech stack using Zapier

Zapier is trusted by over 2.2 million companies worldwide

The New York Times logo
Okta logo
Zendesk logo
Sysco logo
Allstate logo
Webflow logo
Canva logo
Lululemon logo
LA Clippers logo
Airbnb logo
Barrys logo
Asana
Dropbox
Ruggable logo
Grammarly logo
Charity Water logo
Lyft
Hopper
Miro
Casper logo
Hello Fresh
Calendly
Hudl
Getaround
ServiceTitan
ActiveCampaign

Integrate your GTM tech stack to accelerate revenue growth with RevOps automation

Unlock the power of RevOps automation by connecting all the tools in your GTM engine — like your CRM, marketing automation platform, and customer support software. With Zapier, get to market faster and deliver a seamless customer experience that converts.

A diagram showing CRM, marketing automation platform, and customer support software integrated

How other RevOps leaders are automating with Zapier (and loving it!)

Zapier is the quickest route to powerful RevOps automation across the customer journey—from new leads to closed deals to post-sale support and every stage in between.

Zonos logo

“Automating our customer acquisition flow impacted our customers because now they’re able to support their international customers quicker. The sooner we can help them, the sooner they can help their customers. So, our time to value has shrunk by over 40%, which is really, really impressive and really difficult to do for a lot of SaaS companies.”

Connor Sheffield, Head of Business Automation

ServiceTitan logo

“Zapier has been instrumental in making sure the team has the right data and insights so we can all work together to support our prospects and do what we can to make them successful.”

Matt Grebow, Director of Enterprise Marketing

Digioh logo

“Zapier gives us unlimited flexibility and creativity. With Zapier, you’re like an artist with a blank canvas. I don’t know what we’d do without it.”

Rishi Shah, CEO and Co-founder

Smart Charge America logo

“Without Zapier, we would have needed over 100 employees today just to do what we’re doing, which would have been unsustainable.”

David Laderberg, Vice President

Orchard logo

“Zapier has allowed us to maintain a robust customer profile that allows us to personalize customer communication, diagnose customer experience issues, and helps us share learnings across the company.”

Corey Egan, Director of CRM

Hudl logo

“Our users get answers and fixes to their issues much faster now. I was also able to leverage Slack and our [automated workflows] to avoid the need to add dozens of Salesforce licenses for our specialized teams.”

Hudl saves $15,000 per year using automation powered by Zapier.

Tori Phillips, Revenue Operations System Administrator

Sweepbright logo

“Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.”

Raphael Bochner, Founder and CIO

Arden Insurance Services logo

“Zapier contributes to an overhead savings of around $500,000+ on an annual basis, and it's growing every day!”

Tyler Diogo, Operations Manager

Elevate your RevOps automation with AI-powered workflows

Zapier combines the power of AI and RevOps automation to transform mountains of data from campaigns, leads, and support tickets into instant insights that lead to well-informed teams, smooth processes, and delightful customer experiences.

An interface of multi-step path workflow featuring Co-pilot, Built-in tools, and code step.
 An interface of multi-step path workflow featuring Co-pilot, Built-in tools, and code step.

Choose the AI that works best for you

However you prefer to use AI, Zapier's expanding AI app library has you covered. Seamlessly incorporate AI into your workflows between your CRM, marketing automation platform, and other RevOps tools.

Build RevOps workflows at the speed of AI

Simply describe the RevOps automation you want—think lead capture or support ticket summaries—and Zapier's AI will help you quickly build your workflow.

Use AI to unlock low-code tools

Lean on AI to transform natural language into code to customize and level up your RevOps automation.

Learn more about Zapier and AI

Solutions for modern RevOps teams

RevOps leaders want to ensure their GTM teams are:

Productive

Make sure teams aren't bogged down by their tech stack.

Aligned

Ensure there are clear processes and handoff procedures in place to keep things moving.

Informed

Provide teams with the context and info they need to meet their goals.

Data-empowered

Maintain clean data across your systems so teams can access up-to-date, accurate info.

Productive

Less data entry, more sales productivity

Zapier helps you create custom RevOps workflows across your apps so your team can spend less time inputting customer data and more time acting on it

An interface of a multi-step workflow using Webflow, Hubspot, and Slack

Send leads to the right rep

When a new Salesforce opportunity is created, notify the right rep in Slack

Create tickets in an instant

Create new Intercom conversations as Zendesk tickets

Simplify customer payments

When a new quote is generated in Xero, automatically create a payment link in Stripe

Busy team? No team? No problem—Zapier multiplies your productivity to do more with less

Quote to cash

Ditch the clunky manual work—instead, automate the sales process from CRM to payment.

A workflow

Aligned

Make customer handoffs between teams a breeze (and ensure everyone is in the know)

Say goodbye to messy, manual handoffs that result in slow follow-ups, misaligned teams, and dissatisfied customers. Use RevOps automation via Zapier to give GTM teams the context they need to keep every lead, every deal, and every ticket moving forward.

An interface of a multi-step workflow using Salesforce, Gmail, and Slack

Seamlessly hand off accounts between teams

Dynamically send handoff emails via Gmail when prospects are marked as qualified in HubSpot

Address onboarding issues as soon as they arise

Add new Intercom conversations as Productboard notes to optimize the onboarding experience

Keep your launch team up to date

When a launch date changes in Asana, update editorial calendar in Airtable

Automate handoffs so no one (and nothing) gets left behind

Account handoff

Offer seamless customer experiences across teams with automated hand-offs—so nothing slips through the cracks.

A workflow

Informed

Act immediately on real-time customer activity across your RevOps tech stack to capture every opportunity

Pull in insights from every sales call, email, and support ticket to make sure critical customer information doesn't slip through the cracks and your teams aren’t under-informed. Plus, use AI to enhance your data and fill in any gaps.

An interface of a multi-step workflow using Gong, ChatGPT, and Slack

Summarize Gong calls using OpenAI

Use AI to generate a call summary of Gong recordings, analyze sentiments or other details, then send to Slack

Resolve support tickets faster with more customer context

Use AI to summarize new support tickets, then combine with additional customer info from Salesforce

Stay on top of social trends

Once a week, use OpenAI to identify trends in customer feedback and post to Slack channel

Zapier spots the signals so your GTM teams can seize the opportunities

Customer insight sharing

Share valuable customer details with all your teams so everyone is well aware of their needs and pain points.

A workflow

Data empowered

Connect your tools for clean and up-to-date data across platforms

Leverage RevOps automation to keep customer data in all your tools clean and accurate. That way, you can build audience segments and personalize campaigns, instead of emailing prospects based on outdated info.

An interface of a multi-step workflow using WooCommerce, Facebook, and Airtable

Zapier gives you the data you need to act in real-time and drive revenue in no time

Automatic data capture

Automatically collect form submissions and store them in your systems of record—no manual effort required.

A workflow

Consolidate customer data across tools

When a new HubSpot form is submitted, create a new conversation in Help Scout

Update contacts for follow up

Create or update contacts in HubSpot when a new subscriber is added to a specific audience in Mailchimp

Fine-tune your ads audience

When a new order is created in Shopify, send purchase event to Facebook conversions

Transform your RevOps with Zapier

Elevate your RevOps game with Zapier's powerful automation. Manage leads, centralize data, and leverage product insights to drive sales—and that's just the start. Use Zapier to unlock endless automation possibilities and drive your organization forward

LEAD GENERATION AND MANAGEMENT

Ensure no lead is left behind

Capture, connect with, and nurture leads efficiently. RevOps automation with Zapier streamlines your lead generation and management processes. Automate data collection and follow-ups by integrating your CRM, email marketing, and social media tools. That way, you can automatically capture all your leads and your team can focus on engaging with prospects and closing deals.

man at desk

Automate lead capture

Connect web forms and landing pages to your CRM to automatically capture and organize new leads.

Lead follow-up

Set up automated email sequences to nurture leads based on their interactions with your website and content.

Lead scoring

Create workflows that score leads based on their behavior (e.g., page visits, email opens, link clicks) and update your CRM accordingly.

Lead assignment

Route new leads to the appropriate sales rep based on predefined criteria like location, industry, or lead score.

Campaign reporting

Capture and share campaign results with relevant stakeholders across your organization.

Connect your apps to build an efficient RevOps tech stack

With over 7,000 integrations, Zapier helps you create powerful RevOps automation across your different apps

Browse all 7,000+ apps
Hubspot
Salesforce
ActiveCampaign
Klaviyo
Mailchimp
Vitally
SalesLoft
Docusign
PandaDoc
Zendesk
Intercom
Open AI
Looker
Tableau
PandaDoc
Intercom
Mailchimp
Open AI
Vitally
Looker
Docusign
Klaviyo
SalesLoft
Zendesk
Tableau
ActiveCampaign
Salesforce
Hubspot
Teams
Gmail
Open AI
Facebook
Google Drive
Service Now
Google Sheets
ActiveCampaign
Slack
Zoho Sheets
Calendly
Adsense
Square
Klaviyo
Stripe
Zendesk
Datadog
Outlook
Salesforce
Trello
Hubspot
Excel
Dropbox
Mailchimp
Monday.com
Todoist
Pipedrive
Docusign
Office 365
Bamboo
Twillio
Jira
Unbounce
Intercom
Google Forms
Asana
Jotform
ChatGPT

Flexible workflow features to power your RevOps automation

Pair 7,000+ integrations with our built-in workflow tools to break through tech stack limitations and create custom RevOps workflows.

Pair 7,000+ integrations with our built-in workflow tools to overcome tech stack limitations and build custom RevOps automated workflows

Paths

Create Zaps that perform different actions based on if/then logic.

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Filters

Use filters so Zaps only run when certain conditions are met.

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Formatter (with AI)

Transform dates, currency, text, and more into your preferred format.

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Webhooks

Receive data from any service or send requests to URLs—all without writing code or running servers.

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Schedule

Schedule your Zaps to run whenever it's right for you.

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Code steps (with AI)

Describe how you’d like to customize your trigger or action and AI will write the Javascript or Python code for you.

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Transform your RevOps with Zapier automation resources

Discover how to streamline your RevOps with our curated set of resources. Explore strategies for scaling automation; discover how to use RevOps automation to connect marketing and sales; and bring it all together with our RevOps automation Zap Map.

Automation at scale: What it looks like and how to do it

Scale your business with Zapier by automating entire workflows across departments, enhancing efficiency, streamlining revenue operations, and driving growth.

Learn more

How to bridge the gap between marketing and sales with data automation

Learn how RevOps automation can bridge the data gap between marketing and sales, ensuring accuracy and efficiency. Create practical Zapier workflows to connect platforms, share updates, and prioritize accounts.

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How Zapier automates RevOps workflows

Explore different ways Zapier can help you automate RevOps workflows.

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See more RevOps resources

Frequently asked questions

Zapier is an automation platform that connects your favorite apps and services, allowing you to automate repetitive tasks without coding. It works by creating "Zaps," which are automated workflows that trigger actions based on specific events in connected apps.

Zapier can help RevOps leaders streamline operations, improve efficiency, and reduce manual tasks. Its automation suite helps ensure data flows seamlessly between different systems, enabling more effective revenue operations and go-to-market motions.

Zapier can automate a wide range of RevOps processes, including lead routing, data entry, report generation, and customer follow-ups. By automating these tasks, RevOps teams can focus on strategic activities that drive revenue growth.

Connecting your RevOps tech stack with Zapier offers several benefits, such as increased efficiency, improved data accuracy, enhanced collaboration between teams, and the ability to quickly adapt to changing business needs with flexible RevOps automation.

In RevOps, Zapier can automate tasks like lead management, CRM updates, email marketing campaigns, customer feedback collection, and sales reporting. These automated workflows ensure your RevOps tasks are completed on time, every time.

Zapier integrates with over 7,000 apps and services, including popular RevOps tools like Salesforce, HubSpot, Marketo, ActiveCampaign, Salesloft, Slack, and Google Sheets. This wide range of integrations allows you to customize your RevOps automation to better fit your unique needs.

Good news: Zapier doesn't require coding skills! You can set up most automated workflows using a simple drag-and-drop interface, making it user-friendly for RevOps pros at any level of technical expertise.

See what RevOps automation can do for your business

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