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2 min read

Improve customer retention with these automation ideas

By Ellie Huizenga · July 12, 2022
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Did you know that retaining customers is more cost-effective than acquiring new ones? It's true—you save money in the long run by giving your customers a pleasant experience. Plus, improving client retention often brings in new leads, too (with five-star reviews and word-of-mouth referrals). 

With Zapier, you can automate the processes—like follow-ups and thank yous—that make your customers feel valued and keep them coming back for more. 

Table of contents

Stay updated about customers

Knowing where leads are in your sales pipeline means you can ensure a smooth customer journey. This helps reduce churn and increase retention because you can act on the most up-to-date information about your leads and clients. 

Use automation to send notifications to one centralized place, ensuring you and your team can take the right next step.

To get started with a Zap template—what we call our pre-made workflows—just click on the button, and we'll guide you through customizing it. It only takes a few minutes. You can read more about setting up Zaps here.

Send notifications to your chat app

Create Slack messages for new Salesforce leads

Create Slack messages for new Salesforce leads
  • Salesforce logo
  • Slack logo
Salesforce + Slack

Send notifications to your inbox or phone

Want to build your own notification workflow? Discover how to build a custom notification bot for new leads

Reach out at the right time

Automatically following up with leads means you can scale your outreach efforts without sacrificing the quality of your communications. To keep your business top of mind, send automated check-ins with customers from your email. 

You can also add customers who've made a purchase to new email nurtures. That way, you send them content focused on what they want to buy next (or upgrade to) instead of trying to resell them the product they just bought. 

Ask customers for feedback

Getting feedback from existing customers can help you improve your product and your buyer experience. Plus, when that feedback comes in the form of positive reviews, it can help you generate new clients.

Set up a Zap that automatically sends emails or surveys to your customers after they make a purchase. That way, the feedback can roll in—without needing to send more messages manually. 

Thank customers and clients

By expressing gratitude, you can ensure customers feel appreciated and foster long-term relationships. But when you're maintaining a high-level customer experience, it can be hard to bring on more clients—there just isn't enough time to send every message manually. 

Use automation to send thank-you notes, texts, emails, and even gifts, so you can keep bringing in more customers—without sacrificing your customer experience. 

Send clients thank-you emails and texts

Send clients thank-you gifts

Discover more ways to automatically thank your customers.

Keep customers coming back with automation

Automation takes the administrative and recurring tasks off your plate. That way, you can maintain a high-level customer experience that keeps your customers coming back—and have more time to grow your business. 

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tags
mentioned apps
  • Salesforce
  • Pipedrive
  • HubSpot
  • Microsoft Dynamics 365 CRM
  • Mailchimp
  • QuickBooks Online
  • Stripe

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'