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2 min read

A Growing Startup Uses Automation to Keep Its Team Small

By Joey Blanco · June 4, 2018
automate-leads-salesforce-inte primary img

On the cosmic scales, the benefits of having a growing company far outweigh the negatives. It means your product resonates with an audience, that you're doing something right. But it also means you need to make hiring decisions, sometimes for roles not essential to your core product, but to running a business. It means dedicating large chunks of money away from essential practices.

But what if you didn't have to? What if, instead of hiring an engineer or a team of engineers, you could build with automation? That's what business travel software company TravelPerk opted to do. To keep costs down and their team small, TravelPerk automated as many of their processes as they could.

Zapier saved us from hiring a full-time engineer.

Gidi Pridor, VP Marketing & Growth, TravelPerk

Instead of bringing on engineers to help build custom software or connections between apps, Gigi Pridor, VP of marketing and growth at TravelPerk, realized they could use app automator Zapier to connect their apps—at a fraction of the cost of an employee.

About TravelPerk

Traveling is hard. Organizing travel for an entire company is even harder. In the eyes of TravelPerk's founders, most business travel companies operate with outdated technology and poor support. Founded in 2015, TravelPerk aims to simplify travel for companies, saving them money, time, and of course, stress.

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With a focus on stellar customer support and easy-to-use tools, TravelPerk brings business travel into this century. It's no surprise they utilize automated workflows to make their processes as efficient as their product.

Connect Apps Without an Engineer

"We needed to integrate a plethora of tools and systems to run TravelPerk lean and efficiently—and not lose ourselves in code," Gidi explains. To keep their coding to a minimum, and free their marketers to craft the tools they need, Gidi brought Zapier into the fold.

In Zapier, Gidi transformed his marketing team into de facto-developers. By constructing Zaps, our word for automated workflows, TravelPerk's marketers connected apps on their own, without relying on developer resources.

The moment we understood that we could remove the engineering bottleneck from the process and do it ourselves, I felt liberated.

Gidi Pridor, VP Marketing & Growth, TravelPerk

With a few clicks, Gidi and his team automated their work and connected apps that otherwise couldn't.

TravelPerk's Tools

Icon:

App:

Used For:

Autopilot

Autopilot

Marketing automation

Unbounce

Unbounce

Lead generator

Salesforce

Salesforce

Customer relationship manager (CRM)

Slack

Slack

Team chat

Intercom

Intercom

Customer communication

The Workflows

The simplest Zaps tend to alleviate the most manual work. Whether that's updating contacts in Intercom or notifying your team on Slack about new Salesforce leads, Zapier's automation saves the TravelPerk team from the monotony of repetitive actions. Here are a few of their biggest time-, and dev-, saving workflows:

"The native Unbounce to Autopilot integration is too basic to do the job we want it to do," Gidi says. "Through Zapier, we can enrich the data that we send to Autopilot and have a more relevant follow-up flow after people opt-in through one of our resources."

Add contacts to an Autopilot Journeys list for new Unbounce submissions

Add contacts to an Autopilot Journeys list for new Unbounce submissions
  • Autopilot Journeys logo
  • Unbounce logo
Autopilot Journeys + Unbounce

"It's hard to let these apps talk to each other natively—you need developer resources to get this done, but Zapier allows us to bypass certain things, so we can create powerful segments in Intercom," Gidi explains.

TravelPerk likes to share their sales numbers and new leads with the entire company. To do that, they connect Intercom and Salesforce to Slack, keeping everyone in the know.


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TravelPerk utilizes automation to keep their costs low and only hire when they have to—and even better, they get to hire only the rolls they need to advance their product.

Since they don't have to spend time, resources, and brain power on creating integrations from scratch, Gidi and his team spend more time growing the company with growth campaigns and learning data insights.

Want to save yourself time and money like TravelPerk? Give Zapier a try for free.

What's your story? Tell us how you use Zapier to do more. You can also read even more customer stories and find new ways to improve your workflow and productivity.

All images courtesy of TravelPerk.

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tags
mentioned apps
  • Autopilot
  • Intercom
  • Slack
  • Unbounce
  • Salesforce

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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'