How Vendasta recovered $1M in revenue with automation and AI
"We're using Zapier across marketing, revenue, support, and solutions architecture. It's embedded in every part of the business."
Automating lead enrichment to drive revenue
Challenge
Vendasta’s lead enrichment was manual and slow—reps gathered data from multiple sources and entered it by hand, delaying sales and causing errors that hurt close rates.
Solution
Automation handles the whole process. Data enters from forms or events, gets enriched via Apollo and Clay, summarized by AI, logged in Vendasta’s CRM, and routed to the right rep instantly.
Results
"With Zapier, our sales reps are able to focus on deals and not have to worry about doing all these tedious tasks before they're able to get to the next deal," said Jacob.
Empowering sales with AI-driven follow-ups
Challenge
Sales reps were losing valuable time on CRM updates and follow-ups. They had to revisit call transcripts, log notes, and craft emails manually.
Solution
Using Zapier and AI, call transcripts are summarized, key takeaways are added to the CRM, and personalized follow-up emails are auto-drafted—streamlining rep workflows and improving follow-up quality.
Results
By saving 15 minutes per call, Vendasta’s AI-powered automation frees up 20 hours daily across 20 reps.
Scaling a culture of automation
Challenge
Manual work was the norm. SDRs were losing 282 working days a year to admin, costing Vendasta over $1M in missed pipeline.
Solution
Vendasta went all-in on Zapier, automating critical workflows across the organization on the Enterprise plan.
Results
Vendasta has reclaimed the lost pipeline and hours spent on manual work, giving their team the time and energy to focuus on the most impactful work.
“Because of automation, we've seen about a $1 million increase in potential revenue. Our reps can now focus purely on closing deals—not admin.”
Marketing Operations Specialist at Vendasta
