I've had the chance to work at big (over 500 people) and small companies (7 people total), and—there's no debating it—communication between tools and people is more challenging at larger companies. In my experience, as companies grow, it's harder to keep everyone informed, update data between tools, and ensure top-notch security across departments.
But clear communication doesn't have to be impossible at bigger companies. With Zaps—our automated workflows—you can automate the recurring and administrative tasks that bog down a company as it grows. Here are the top workflows you can automate between your departments to streamline work.
Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.
Table of contents
Connect sales and accounting
Keeping your sales and accounting teams in sync allows for a smoother buying experience for your customers. It means payments run smoothly, without any delay. But ensuring both departments are aware of customer or payment status requires continuous data updates. And, as a company scales, it can be impossible to keep up with all of those changes manually.
Update customer info instantly
With automation, you can keep data updated across your favorite tools instantly. For example, you can update customer profiles in your CRM as soon as you make a sale. That way, both are in the loop on customer status—without copying and pasting info across tools.
Now, rather than accidentally approaching leads that are already customers, the sales team reaches out to prospects at the right time. Plus, the accounting team can verify payment status instantly, ensuring their bookkeeping is up to date.
Update Salesforce custom objects with new caught webhooks
Webhooks by Zapier + Salesforce
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Customize your Salesforce workflows to store the exact data you want, and save time while you do it. Whenever a customized webhook is caught, this integration searches for an existing custom object in Salesforce and automatically updates it. If it doesn't find a matching custom object, it will create it.
Create or update HubSpot contacts from new paid orders on Shopify
Shopify + HubSpot
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Want to make sure you can always tell your paying customers apart from those who aren't? Set up this integration and we'll help with that, monitoring Shopify for you and automatically updating a HubSpot contact with the information from any new paid orders, or creating entirely new contacts if no match is found.
Add new Shopify customers to Keap as new contacts
Shopify + Keap
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Organize your contacts by keeping them all in one place for better CRM management. This Zapier automation will import new Shopify customers into your Keap app as new contacts. Keap will be the one place for all of your contacts, with new customer info coming in automatically so you'll never have to copy and paste anything.
Streamline the sales to payment handoff
The sales team just made a sale. Hooray! Now, it's time to send that invoice to accounting. But a manual handoff can be time-consuming, delaying the payment process and creating a bad customer experience (maybe even causing you to lose that sale). Use Zapier to automatically send invoices to the right place—ensuring a quick turnaround on payments.
Create Xero invoices when new Pipedrive deals reach certain stages
Pipedrive + Xero
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Time to invoice your customer? We'll get it done for you the moment those deals evolve if you set up this automation. From then on, every time you move a new deal to your chosen stage on Pipedrive, we'll copy that information into Xero as well, creating a new invoice for the matching customer with all the details you need from your deal.
Create Xero invoices from new Salesforce custom objects
Salesforce + Xero
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No need to manually create your own sales invoices any more! With this integration, each time there is a new Salesforce custom object, an invoice will be generated in Xero.
Depending on your business model, signed contracts can also be a catalyst for payment. Send automatic notifications for signed contracts to the right team, making it easy to immediately take the necessary next steps.
Get notified in Slack for new Dropbox Sign signature requests
Dropbox Sign + Slack
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With this integration, you'll get notified in Slack whenever you have a new inbound or outbound signature request from Dropbox Sign. Stay on top of your documents without any tedious manual refreshing.
Create tasks in Todoist when envelopes are sent in DocuSign
Docusign + Todoist
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If you need to follow up after sending a contract, you won't want to forget about that! Use this integration to create tasks in Todoist when contracts are sent in DocuSign and take the busy work out of your day.
Connect marketing and sales
When the team bringing in new leads and the one turning those leads into customers are on the same page, sales increase. But when a ton of new prospects are coming in, it can be hard to make sure they're at the right spot in your lead funnel.
With automation, you can streamline customer communication—ensuring that prospects are being cultivated by the right team, whether that's marketing, sales, or both.
Instantly update lead data in the right app
Use Zapier to automatically send new leads to the right tool, then update the status of those leads as they progress down your lead funnel. That way, the marketing team passes off high-quality leads to sales, and everyone has visibility into lead stages. This ensures leads get the right outreach at the right time in their lead lifecycle.
Copy new lead responses from Facebook Lead Ads to a HubSpot form
Facebook Lead Ads + HubSpot
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Facebook Lead Ads are effective for increasing form submissions as they target your audience effectively. Managing the leads once they are in Facebook, however, can pose a problem as you're unable to act on them. Rely on this Zapier integration between Facebook Lead Ads and HubSpot, to automatically add new Facebook Lead Ads entries to HubSpot as a form submission.
Create or update HubSpot contacts from new Mailchimp subscribers
Mailchimp + HubSpot
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Don't worry about manually adding new Mailchimp subscribers to your HubSpot contacts list because this integration takes care of that for you. Any time you get a new Mailchimp subscriber, Zapier automatically creates a new contact or updates an existing one in HubSpot.
Create Salesforce records for new responses in LinkedIn Ads
LinkedIn Ads + Salesforce
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When you have new responses from your lead forms, you'll want to update your CRM with the details. This integration makes it easy by automatically creating a record in Salesforce when there is a new form response in LinkedIn Ads. You won't have to manually add or import leads again.
Create or update leads in Salesforce when new SweepBright leads are updated
SweepBright + Salesforce
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Keep your contacts in Salesforce up to date. Whenever you change or update your lead in SweepBright, this Zapier integration will automatically update that lead in your Salesforce account, or create a new lead. No more time wasted manually updating your leads!
Create Pipedrive deals, contacts, and notes with new lead information from Chatfuel-created webhooks
Webhooks by Zapier + Pipedrive + Gmail
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If you want to easily get your Chafuel lead information into Pipedrive, this Zap is for you. This integration will automatically create or update a new contact, deal, and notes in Pipedrive from a Chafuel webhook, then send that same lead information via Gmail.
Notify the sales team about new leads
You can also set up automatic notifications about new leads. This means the marketing team doesn't need to reach out manually to sales, taking up time and slowing down the process. Instead, the sales team can reach out to new leads as soon as they respond to marketing content—creating a smooth, comprehensive customer experience.
Send Slack channel messages for new Microsoft Dynamics leads
Microsoft Dynamics 365 CRM + Slack
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Celebrate your new leads in Slack with your teammates, then take immediate action. Use this Zap to automatically send Slack messages to a certain channel whenever new Microsoft Dynamics leads are created. That way, your teammates can celebrate the new lead then get in touch right away!
Send Slack channel messages for new deals in HubSpot
Slack
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Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. Use this Zap to automatically send Slack messages whenever new deals are created in HubSpot. That way, your teammates will be kept in the loop while you avoid tedious manual message chores.
Post new Salesforce leads to Microsoft Teams channels
Salesforce + Microsoft Teams
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Get a new customer, send a message! Easy as that, except that you don't have to do the work. For new leads in Salesforce, we'll automatically send messages to your team members in Microsoft Teams. Now, you and your team members will have more time to spend turning that lead into a sale!
Connect IT and everyone else
Your IT department is your center for all things tech. They make sure all your tools, teams, and systems work together smoothly—which can be a lot for one team to handle. Fortunately, automation is here to help your IT department streamline processes and communication between all your other departments.
Streamline your ticketing system
Top-notch customer service requires quick, personalized responses. But when you're a growing company, it can be challenging for a support team to keep track of new tickets or customer messages—especially when they're coming from multiple places.
Use automation to ensure the right team gets updated in the right place, no matter which department initially gets the message. That way, the support team can respond quickly, and no messages fall through the cracks.
Create Zendesk tickets from new Typeform entries
Typeform + Zendesk
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A common use of form software is to allow customers or prospects to ask you questions. If they do that often enough, you'll need a way to manage and respond to those individuals.The Typeform-Zendesk integration makes that easy. You can have new Typeform entries automatically create new tickets for follow up in Zendesk.
Turn Webhooks into new conversations in Help Scout
Webhooks by Zapier + Help Scout
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Automatically start new Help Scout conversations to customers from webhooks. Set it up and Zapier can save you time by automatically generating new conversations in Help Scout when a hook is activated. You can create great customer service by contacting customers quickly with this automation that'll work with your in-house apps.
Create Freshdesk tickets for new Gravity Form submissions
Gravity Forms + Freshdesk
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Looking for the best way to handle new customer submissions to your Gravity Form? This Gravity Form-Freshdesk integration will automatically create a Freshdesk ticket for you for every new submission you receive. Now you can have a quick and easy public help form on your site.
Easily build reports across apps (and teams)
Accurate reporting is critical to company growth and learning. By consolidating data across apps and teams, everyone gets insights on audience, recurring bugs, buying trends, and more. This allows the whole company to make educated, audience-based decisions.
Use Zapier to gather data from multiple places, so you can build consolidated reports automatically.
Track the number of new JIRA issues over time in Databox
Jira Software Server + Databox
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How "smoothly" is your team running? That used to be a qualitative response, but by tracking issues in Jira and viewing that data with your other KPIs in Databox, it becomes much easier to tell. With this Zapier integration quietly humming in in the background, when new issues arise in Jira, Zapier automatically updates the data in Databox.
Push custom data to Databox with new or updated Google Sheets rows
Google Sheets + Databox
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Organizing your key metrics is one thing, but making sense out of them is another. Save yourself work and skip to the insights when you use this integration, which automatically pushes data to Databox when a new row is added or modified in a Google Sheets spreadsheet. Avoid the hassle of manual updates and stay focused on your company's health.
Catch Webhook data to update Geckoboard text widgets
Webhooks by Zapier + Geckoboard
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If you're struggling to get a high level overview from scattered data, this Zap could come in handy. Once this Webhook-Geckoboard integration is set up, any text data posted to the provided webhook URL will automatically be sent over to Geckoboard so it can update a text widget on your dashboard, helping you centralize all your key data in one place.
Add new Digimind Social mention metrics to Zoho Analytics
Digimind Social + Zoho Analytics
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Wish you had an overview of the volume of online conversations around your business on your analytics dashboard? With this Zapier automation, you can have the number of mentions collected on Digimind about your queries conveniently displayed and automatically updated on Zoho Analytics.
Improve digital security
Digital security protects customer, employee, and business information. It's a critical part of any business, no matter their size. You can use automation to streamline password protection across your organization so the right people have the right passwords.
Create users in Okta from new BambooHR employees
BambooHR + Okta
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Is your team growing rapidly? You may be spending a lot of time keeping track of new hires, but with this integration, you'll be free to work on other tasks. Create new employees in BambooHR to generate new users in Okta as well. Keep track of employees automatically in both programs, and keep your mind free for more important things.
You can also use automation to monitor fraud, helping you save time and money.
Verify and update new HubSpot contacts with IPQualityScore
HubSpot + IPQualityScore
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Need to verify details for new contacts in your HubSpot account? Just set up this integration to take care of that easily. It automatically triggers email validation through IPQualityScore as soon as a new contact is generated in your HubSpot account, to remove bounces, invalid addresses, spam traps, and complainers. Then that contact is seamlessly updated to ensure the best deliverability rates for your sending domains and IPs!
Verify new Mailchimp subscriber emails, and unsubscribe invalid contacts, using IPQualityScore
Mailchimp + IPQualityScore + Filter by Zapier
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Easily ensure that new subscribers for your MailChimp campaigns have valid emails with this integration. It automatically triggers IPQualityScore to verify that your new Mailchimp subscriber's email will not bounce or trigger spam trap blacklisting, then unsubscribes invalid and poor quality emails to effortlessly boost your conversion rates.
Stay connected with automation
Automation is a necessary part of any company's tool kit. It allows you to grow faster—without sacrificing your employee experience.
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