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Orchestrate and scale marketing ops with Zapier

Marketing operations automation connects your tools and triggers workflows across cross-channel campaign management, marketing CRM integration, marketing budget management, and marketing workflow management.
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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Explore marketing operations use cases

Marketing operations automation connects your tools and triggers real-time actions across marketing CRM integration, cross-channel campaign management, marketing workflow management, and marketing budget management. Build workflows that eliminate manual work and keep your entire marketing stack in sync.

  • Marketing workflow management

    Accelerate campaign delivery with automated request intake, approval routing, and status tracking

  • Marketing CRM integration

    Unify marketing CRM data with automated contact updates, lead routing, and campaign record changes

  • Marketing budget management

    Control marketing budget performance with automated spend tracking, approval routing, and variance alerts

  • Automate your work, your way

    Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

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

Digioh

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

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Transform your marketing ops with Zapier

Unlock smoother marketing operations with Zapier. Coordinate campaigns, connect marketing and CRM data, and automate approvals and budgets—and that’s just the start.

Cross-channel campaign management

Keep every campaign on track

Automate campaign handoffs, launches, and status updates across channels. Connect Google Sheets, Slack, HubSpot, and Salesforce to route briefs, approvals, and reporting data. Keep marketing operations moving with less manual coordination.

Lead generation and management

Campaign launch alerts

Trigger Slack or Gmail notifications when campaigns move from planning to launch, so every channel owner acts on time.

Channel status tracking

Track status changes across email, CRM, and spreadsheets, then surface blockers before launch dates slip.

Route campaign briefs

Send new briefs from forms or docs into Notion, Asana, or Slack so creative and ops work starts immediately.

Approval deadline reminders

Remind approvers before deadlines hit, cutting review delays and keeping cross-channel marketing automation on schedule.

Performance snapshot delivery

Deliver campaign metrics to Google Sheets or Slack on a schedule, giving marketers a current view without manual exports.

How it works

Marketing operations automation connects your tools, detects campaign, CRM, and budget changes, and triggers workflows automatically. Route approvals, update records, and alert teams in real time—without manually chasing status across systems.

  1. Step 1

    Connect your tools

    Integrate platforms like HubSpot, Salesforce, Google Sheets, CRM platforms, and campaign tools to centralize marketing ops data.

  2. Step 2

    Define triggers

    Set conditions for campaign launches, lead status changes, budget thresholds, workflow bottlenecks, or approval requests.

  3. Step 3

    Automate & measure

    Send alerts, assign tasks, update records, and continuously track marketing ops efficiency improvements automatically.

Ready to automate your entire workflow?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.