Every company has a tech stack, even if they don't know they do. A tech stack is simply the apps, tools, and software a company uses to run its operations. Your tech stack can include a few crucial tools or 20 different apps across your various departments.
The right tools in your tech stack are essential to scaling your business. But even the best apps have gaps. And if the apps in your tech stack don't have up-to-date data in an easy-to-access format, they may need a hand.
Fortunately, that's where automation can help. With Zapier, you can fill the gaps in your tech stack and ensure your apps have the right information at the right time.
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.
When does your tech stack need a boost?
You can determine if your tech stack needs a boost by asking yourself a few simple questions:
If you answered yes to any of these questions, you should add automation to your processes. Automation allows you to keep data updated across apps so everyone on your team has the correct information when they need it—allowing you to create a seamless customer (and backend) experience.
Gap: Your data isn't up to date in all of your apps
Data is most useful when it's accurate, up to date, and synced across tools. If you use the right data at the right time, your customer experience will benefit—helping you make more sales. But if you use multiple tools to track or analyze your customer data, the information you need may not be where you need it, when you need it.
Manually copying and pasting between your apps is an option, but it quickly becomes unfeasible as your customer database grows. It also opens up the opportunity for the wrong info ending up in some of your apps from the human errors inevitable when you copy and paste.
Enter automation. You can send data to the right place instantly, giving you up-to-date information across your tools.
Update your CRM in real-time
Some updates in your CRM might need to be manual (like a sales rep adding notes after a call), but others should be automated (like when a new lead fills out a form). Create a Zap that instantly updates info in your CRM based on customer behavior so you have accurate lead data at a moment's notice.
Add new Facebook Lead Ads leads as leads in Salesforce
Facebook Lead Ads + Salesforce
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In order to be as efficient as possible, your sales team needs to have the latest data at all times. Start your workflow with this Facebook Lead Ads-Salesforce integration and you'll never lag behind again. Once it's active, Zapier will send every new lead from Facebook to Salesforce automatically, keeping your CRM effortlessly up to date.
Search for or create Salesforce contacts and create new opportunities from PayPal sales
PayPal + Salesforce
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Need to track contacts and payments made from PayPal in Salesforce? You're in luck: Anytime you have a new purchase in PayPal, Zapier will copy their contact info to make a new contact AND a new opportunity in Salesforce. That means you can stop copying and pasting customer information and payment histories!
Create or update HubSpot contacts from new entries on Typeform
Typeform + HubSpot
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Want to make sure customer data is always up to date, no matter how quickly it comes in through Typeform? Set up this Zap and we'll keep up with even the busiest forms. Once active, every new entry to Typeform will trigger the automation, creating a HubSpot contact in response (or updating an existing one) and making sure all your details are carried over accurately for each and every one.
Add new Unbounce form submissions to Microsoft Dynamics as leads
Unbounce + Microsoft Dynamics 365 CRM
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Online forms are great for capturing website visitors and turning them into leads. Use this Zap to automatically add new form submissions to Microsoft Dynamics as leads. Once your newly captured leads are in your CRM, you'll be able to personally get in touch with them and turn them into customers.
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.
Instantly send data to your email marketing tool
If your tech stack includes an email marketing platform, your goal is to send leads the right cultivation messages. With automation, you can instantly add new leads or update tags in your email marketing platform—ensuring your customers get the appropriate message for their current status.
Add or update ActiveCampaign contacts with new Facebook Lead Ads leads
Facebook Lead Ads + ActiveCampaign
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Whether you're setting up an event or selling a product, it can be a challenge to process new leads from successful ad campaigns—unless you automate your way to organization. With this Zap active on your dashboard, Zapier will automatically create new contacts or update an existing match on ActiveCampaign whenever a new lead's submission is detected from Facebook Lead Ads.
Create or update Mailchimp subscribers from new Google Forms submissions
Google Forms + Mailchimp
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The easiest way to collect a lead from your website is using a simple form, but the hard part comes with managing that data by hand. Don't you want to add those leads directly to your email marketing list? Now with this integration, you can! Set up this Zap to automatically create or update a Mailchimp subscriber as soon as a new Google Forms submission is received.
Add new Wufoo entries to AWeber as subscribers
Wufoo + AWeber
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Adding new subscriber to your AWeber lists from any Wufoo form is as simple as connecting the two apps together in Zapier. This Wufoo Forms and AWeber Email integration will take any new signup from your Wufoo form and add it to your AWeber email list.
Add new or updated ActiveCampaign contacts as people on Pipedrive
ActiveCampaign + Pipedrive
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If you've added someone to your email marketing, you'll need to keep your CRM cross-referenced, too. Set up this Zap and we'll do all the work for you. It will trigger automatically whenever you get a new contact on ActiveCampaign or update someone's details, automatically adding them as a new person on Pipedrive so your deals can be linked up.
Track engagement from your email marketing campaigns
Once you've sent those cultivation messages, you also want to make sure they're working. Add engagement details to your CRM so you can easily keep track of which customers connect with your marketing message. These details also help you more easily qualify leads so your sales team can reach out to those most likely to convert.
Create new HubSpot contacts from ActiveCampaign email opens
ActiveCampaign + HubSpot
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You watch your email open rate carefully, but wouldn't it be great to put a name to the number? With this Zapier integration you can automatically create new HubSpot contacts when your emails are opened. From there you can perfectly tailor the follow-up to help land a deal.
Create or update a HubSpot contact when a Mailchimp email is opened
Mailchimp + HubSpot
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Bolster your lead data for better sales conversions by automatically updating HubSpot contact information when a Mailchimp email is opened.
Update contact activity in Pipedrive when leads open a new campaign in ActiveCampaign
ActiveCampaign + Pipedrive
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Ensure your leads are getting the right sales messages by keeping their information up-to-date. Use this Zap to update information in Pipedrive when a lead opens a new campaign in ActiveCampaign.
Update contact activity in HubSpot when leads open a new campaign in ActiveCampaign
ActiveCampaign + HubSpot
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Ensure your leads are getting the right sales messages by keeping their information up-to-date. Use this Zap to update information in HubSpot when a lead opens a new campaign in ActiveCampaign.
Send information from your payment processing app to the right place
A lead turning into a customer is a critical lead lifecycle update. Create a Zap that connects your payment processing app with your CRM and email marketing tool. That way, lead data gets updated automatically, and your customers get the right upsell (or cross-sell) message.
Add new Stripe customers to Mailchimp lists
Stripe + Mailchimp
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A smart way to stay in touch with customers is to add them to an email marketing list. This integration will automatically add your Stripe customers to Mailchimp for you so that you can keep your outreach steady, with no added clicks or keystrokes.
Add new PayPal customers to ActiveCampaign as contacts
PayPal + ActiveCampaign
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PayPal is a great solution for selling products/services online, however there's no way to follow up with your new customers. This PayPal ActiveCampaign integration helps with this by automatically adding PayPal customers as new contacts in ActiveCampaign. With this integration you'll build a handy list of your customers that you can use to keep them in the loop on new products, features and company news.
Add new Square customers to an AWeber list
Square + AWeber
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Turn customers into loyal readers with this helpful automation. After you set it up, this integration will update your email marketing list whenever new customers are added to Square. This Zapier integration will create a new AWeber subscriber whenever a customer is added to Square.
Create or update HubSpot contacts with new Square customers
Square + HubSpot
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Tracking your customers can involve tedious, manual data entry. With this integration, though, it's instant and effortless. Automatically create a new contact in HubSpot, or update an existing contact based on email address, as soon as a new Square customer is created. Update your customer lists click-free, while you stay focused on growing your sales.
Keep your payment processing app and accounting tool on the same page
Tired of manually updating your accounting tool with new payments? With Zapier, you can instantly update your accounting tool whenever you get a new payment in your payment processing app. Viola! Bookkeeping just got that much faster (and easier).
Create QuickBooks Online customers with sales receipts for new Stripe payments
Stripe + QuickBooks Online
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Increased sales don't have to mean more time lost to paperwork — let Zapier be your personal accountant. This multi-step Stripe-QuickBooks Online integration will happen at any new Stripe charges, automatically finding the right QuickBooks Online customer or creating them if they don't exist, followed by issuing a sales receipt in their name — all in one go.
Create invoices for QuickBooks Online customers from new Shopify orders
Shopify + QuickBooks Online
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You're busy fulfilling new orders, no time to worry about paperwork — until it catches up to you. Make sure that never happens by setting up this integration. It automatically generates an invoices for a QuickBooks Online customer as soon as a new Shopify order is created.
Create new Xero invoices for new PayPal sales
PayPal + Xero
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You collect payments with PayPal and manage your books with Xero. Use this PayPal Xero integration to make the two systems work in harmony - each time you make a sale with PayPal, an invoice will be automatically created in Xero.
Gap: Your data is in the wrong format, or it's the wrong data
Even if the apps in your tech stack keep track of your customer info, if it's not in a format you can use or the wrong info—it's useless. Fortunately, Zapier has built-in tools to help you filter and format your data, filling that tech stack gap.
Filter data based on certain criteria
With Filter by Zapier, you can set rules for your Zaps so they only run when they meet certain criteria. For example, if you only want to track leads with email addresses, you can use a filter step in your Zap to only send leads with that information to your CRM. This helps keep your data clean and your apps filled with the information you actually want.
Instantly format your data
When one app uses data in a different format from another, it can be difficult to transfer information across tools. With Zapier, you can do things like instantly split text, capitalize text as needed, and extract specific information when sending data between your apps. This helps ensure your data is accurate and formatted in a way that's actually useful.
Here are a few ways you can use Zapier's built-in Formatter tool:
Gap: Teams miss out on information
We've covered how to fill your data information gaps. Now it's time to make sure your teams seamlessly get that info. Whether you work at a remote or in-person company—or a mixture of both—automation will help boost communication between your teams so everyone knows what's going on in your apps.
Get notified about new leads
Making sure your sales reps know about new leads can be the difference between winning or losing a sale. Create a Zap to notify your team about new leads instantly. That way, they can reach out while the lead is still hot.
Send Slack messages for new HubSpot contacts
HubSpot + Slack
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Want to make sure the team on Slack knows about all those new customers on HubSpot? Don't take time away from your important work just to send an update notification—let us take care of that. Once you've set up this automation, every new contact on HubSpot will automatically and reliably trigger a Slack message, sending all the information to the channel of your choice so you can be sure everyone is in the loop at all times.
Send emails in Gmail when new deals are added to a stage on Pipedrive
Pipedrive + Gmail
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Let your team know about a Pipedrive new deal - in a pipeline stage - in just one step. Use Zapier to send the new deal automatically as a Gmail outbound message.
Send Microsoft Outlook emails for updated Microsoft Dynamics CRM opportunities
Microsoft Dynamics 365 CRM + Microsoft Outlook
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Keep your sales pipeline moving with this integration. Whenever there's an updated opportunity in Microsoft Dynamics CRM, this Zap will automatically send an email through Microsoft Outlook. Follow-ups have never been more effortless!
Keep track of upcoming meetings
Adding client calls to your calendar is a great first step, but if you routinely forget to check your calendar app, you might still drop the ball. Use Zapier to send reminders for upcoming meetings, keeping you on track and ensuring you come to every client call fully prepared.
Create Google Calendar events from new scheduled Calendly events
Calendly + Google Calendar
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When you schedule a time to meet with someone, not adding that to your calendar means you very well might miss the meeting. If you have trouble remembering to add meetings to your calendar, let Zapier help! This integration automatically generates a new event in Google Calendar from the details of each new scheduled Calendly event.
Send an email with Gmail when Acuity Scheduling appointments start
Acuity Scheduling + Gmail
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Zapier can automatically send out Gmail reminders or messages when Acuity Scheduling appointments are about to start. Once you set up this Acuity Scheduling Gmail integration, new appointments from that point forward will send an email notification via Gmail as many days or hours before the start of the appointment as you'd like.
Send Slack channel messages for new Google Calendar events
Google Calendar + Slack
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"Heads up! Team meeting starts in 10 minutes." This Zap will be sure you and your team are ready for the next event with a Slack notification, automatically sent ten minutes before any new scheduled event starts on your Google Calendar.
Post to Microsoft Teams channels when new Google Calendar events start
Google Calendar + Microsoft Teams
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The more meetings you have on a growing team, the harder it can be to stay on top of them. Let us help bring everyone where they need to be by sending messages automatically to a channel in Microsoft Teams whenever new events start in Google Calendar. Now, everyone will be on time and prepared for whatever's on the calendar.
See new customer messages in the right place
Promptly replying to customer messages is critical to maintaining a smooth customer experience. But when you don't know a message has even come in, it's impossible to send a prompt response. Get notifications about customer messages in the right app so you can respond in a timely manner.
Add new Zendesk tickets to Asana as tasks
Zendesk + Asana
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Make sure your Zendesk tickets are taken care of by tracking them with Asana. This Zendesk - Asana integration adds new Zendesk tickets to an Asana project. Never worry about losing track of tickets again!
Share new Help Scout assigned conversations in Slack
Help Scout + Slack
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Don't let conversations slip through the cracks. Notify users immediately when they are assigned conversations in Help Scout by using this automation. Set it up, and each time a user is assigned a conversation in Help Scout, Zapier will send a new message via Slack. This improved communication flow will help your team stay on top of important tasks.
Create Trello cards from new Freshdesk tickets
Freshdesk + Trello
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If you use Freshdesk to manage your communication with users, you may sometimes want to send some of that communication to your team collaboration tool for follow up or other work that needs to be done. With Zapier, you can automatically connect Freshdesk to Trello for easy creation and management of those issues that may arise from Freshdesk communications.
Get more out of your apps with automation
Using automation to fill your tech stack gaps allows you to get the most out of every app. You can ensure data is accurate, customers get the best experience, and everyone on your team knows what to do next.
