Instant Capture
Automatically grab new customer data from orders or forms and store it where you need it.
- Customer Automation
- Customer Management
Customer Management
Customer Management automations in Zapier collect, centralize, and update customer details the moment a purchase or form submission occurs. They remove manual data entry and keep every tool—CRMs, email platforms, and help desks—in perfect sync. The result is faster follow-up, cleaner records, and a consistent customer experience.
Record Sync
Keep customer profiles identical across all your apps to eliminate duplicates and outdated info.
Frictionless Follow-up
Trigger personalized emails, tasks, or tickets immediately after each purchase to boost satisfaction.
Featured use cases
Automatically sync and standardize customer data across systems to maintain accurate, up-to-date profiles without manual work.
+ moreAutomatically sync and update post-purchase customer data and trigger personalized follow-ups to ensure accurate records and timely engagement.
+ moreAutomatically capture and organize new customer data into a centralized database for accurate, real-time lead management.
+ more