Verbinden Sie CRM in Cloud und Agents , um das Potenzial der Automatisierung zu erschließen

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Wähle einen Trigger

Wähle eine Aktion

Top-Firmen vertrauen auf Zapier, um ihre einzigartigen Geschäftsprobleme zu lösen – ganz ohne Programmieren.

So funktioniert Zapier

Mit Zapier kannst du ganz einfach „ CRM in Cloud ” mit „ Agents ” verbinden – No-Code notwendig. Schau dir an, wie du in wenigen Minuten die Einrichtung abschließen kannst.

100%

Hilfe

1. Wähle „ “ aus und klicke auf „ -Trigger auslösen“.

2. Wähl die Aktion „ “ aus.

1. Wählen Sie das Ereignis aus

Einrichtung

testen

Anwendung

Auslösendes Ereignis

Wähle einen Trigger-Ereignis

Wähle einen Trigger

A trigger is the event that starts your Zap—like a "New or Updated Activity" from CRM in Cloud.

Deine Aktion hinzufügen

An action happens after the trigger—such as "Run Agent" in Agents.

Sie sind verbunden!

Zapier verbindet nahtlos CRM in Cloud und Agents, und automatisiert so deinen Workflow.

Unterstützte Trigger und Aktionen

Zapier hilft dir dabei, Workflows zu erstellen, die deine Anwendungen verbinden, um sich wiederholende Aufgaben zu automatisieren. Ein Trigger ist so ein Ereignis, das einen Workflow startet, und eine Aktion ist das, was ein Zap macht.

- Maßnahme
Trigger
Augenblick
Versuch es
- Maßnahme
Trigger
Augenblick
Versuch es
- Maßnahme
Trigger
Augenblick
Versuch es
- Maßnahme
Trigger
Augenblick
Versuch es
- The unique id of the Activity
- Betreff
- Firma
- Kontakt
- Lead
- Accompanied by
- Den ganzen Tag
- Klassifikation
- Datum der Schließung
- Commercial agent
- Control Type
- Beschreibung
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- Enddatum
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Gelegenheit
- Bestellung
- Bestelldatum
- Others
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Startdatum
- Status (Enum property)
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
Maßnahme
Schreiben

- Company Unique Id
- Firmenname
- Natural person
- Familienname
- Name
- Adresse
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Träger
- Categories (CSV list with ";" separator)
- Stadt
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Firmenbeschreibung
- Land
- Währung
- Customer discount
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Indicate if Anagraphic is soft deleted
- Sprache
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Punktzahl
- Skip Create Sub Address
- Quelle
- Source Description
- Bundesland/Provinz
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- the photo of the contact
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Postleitzahl
Maßnahme
Schreiben
- The Unique id
- Name
- Familienname
- Firma
- Adresse
- Anagraphic Industry Id Description
- Area
- Area
- Geburtsdatum
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Kampagne
- Categories (CSV list with ";" separator)
- Stadt
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- Land
- Währung
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Indicate if Anagraphic is soft deleted
- Berufsbezeichnung
- Sprache
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notizen
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priorität
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Quelle
- Source Description
- Bundesland/Provinz
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Titel
- VAT number
- Website
- Postleitzahl
Maßnahme
Schreiben

- The unique id of the Quote
- Quote subject
- Datum
- Quote number
- Requested by
- Amount (currency)
- Approval User Note
- Area manager
- Billing address
- Brought to attention by
- Träger
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- Cross Name
- Währung
- Customer Changed
- Customer reference
- Date of last stage change
- Lieferung
- Delivery date
- Document Guid
- Driver
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Sprache
- Notizen
- only Company, Contact, or Lead (Enum property)
- Gelegenheit
- Our reference
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Zahlung
- Payment amount (currency)
- Payment amount (currency)
- Zahlungsmethode
- Pricelist
- Protocol number
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Supporting bank
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Gesamt
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Validity date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
Maßnahme
Schreiben
- Listen-ID
  Erforderlich
- Anagraphic Type
  Erforderlich
- Anagraphic ID
- E-Mail-Typ
- Anagraphic email
- Anagraphic name
Maßnahme
Suchen
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
Maßnahme
Suchen
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
Maßnahme
Suchen
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
Maßnahme
Suchen
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
- The unique id of the Catalog
- Product code
- Produktname
- Active product
- Verfügbarkeit
- Barcode
- Kategorie
- Kosten
- Customs code
- Beschreibung
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Menge
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- the photo of the contact
- The Volume of the product
- Unit of measure
- Stückpreis
- Validity date
- VAT
Maßnahme
Suchen oder schreiben
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
- The Unique id of the Contact
- Name
- Familienname
- Adresse
- Area
- Area
- Assistent
- Assistant phone
- Geburtsdatum
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- Stadt
- Code
- Commercial agent (CSV list with ";" separator)
- Firma
- Contact Commercial Zone
- Land
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Indicate if Anagraphic is soft deleted
- Berufsbezeichnung
- Sprache
- Last contact date
- Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notizen
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Quelle
- Source Description
- Bundesland/Provinz
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Titel
- VAT number
- Website
- Postleitzahl
Maßnahme
Suchen oder schreiben
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
- The unique id of the Opportunity
- Name
- Menge
- Approval User Note
- Kategorie
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Kunde
- Beschreibung
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status (Enum property)
- tags (CSV list with ";" separator)
- The type of anagraphic on the opportunity (Enum property)
Maßnahme
Suchen oder schreiben
- Zap_id
- Zap_run_id
- Zap_step_id
- Agent
  Erforderlich
- Agent Input Message
  Erforderlich
- Pause Zap Run Until the Agent Replies?
- Agent_template_info
Maßnahme
Schreiben

- Listen-ID
  Erforderlich
- Anagraphic Type
  Erforderlich
- E-Mail-Typ
  Erforderlich
Trigger
Polling
Versuch es
- Maßnahme
Trigger
Augenblick
Versuch es
- Maßnahme
Trigger
Augenblick
Versuch es
- Maßnahme
Trigger
Augenblick
Versuch es
- The unique id of the Catalog
- Product code
- Produktname
- Active product
- Verfügbarkeit
- Barcode
- Kategorie
- Kosten
- Customs code
- Beschreibung
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Menge
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- the photo of the contact
- The Volume of the product
- Unit of measure
- Stückpreis
- Validity date
- VAT
Maßnahme
Schreiben
- The Unique id of the Contact
- Name
- Familienname
- Adresse
- Area
- Area
- Assistent
- Assistant phone
- Geburtsdatum
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- Stadt
- Code
- Commercial agent (CSV list with ";" separator)
- Firma
- Contact Commercial Zone
- Land
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Indicate if Anagraphic is soft deleted
- Berufsbezeichnung
- Sprache
- Last contact date
- Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notizen
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Quelle
- Source Description
- Bundesland/Provinz
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Titel
- VAT number
- Website
- Postleitzahl
Maßnahme
Schreiben
- The unique id of the Opportunity
- Name
- Menge
- Approval User Note
- Kategorie
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Kunde
- Beschreibung
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status (Enum property)
- tags (CSV list with ";" separator)
- The type of anagraphic on the opportunity (Enum property)
Maßnahme
Schreiben
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
Maßnahme
Suchen
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
Maßnahme
Suchen
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
Maßnahme
Suchen
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
Maßnahme
Suchen
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
- The unique id of the Activity
- Betreff
- Firma
- Kontakt
- Lead
- Accompanied by
- Den ganzen Tag
- Klassifikation
- Datum der Schließung
- Commercial agent
- Control Type
- Beschreibung
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- Enddatum
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Gelegenheit
- Bestellung
- Bestelldatum
- Others
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Startdatum
- Status (Enum property)
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
Maßnahme
Suchen oder schreiben
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
- Company Unique Id
- Firmenname
- Natural person
- Familienname
- Name
- Adresse
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Träger
- Categories (CSV list with ";" separator)
- Stadt
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Firmenbeschreibung
- Land
- Währung
- Customer discount
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Indicate if Anagraphic is soft deleted
- Sprache
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Punktzahl
- Skip Create Sub Address
- Quelle
- Source Description
- Bundesland/Provinz
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- the photo of the contact
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Postleitzahl
Maßnahme
Suchen oder schreiben
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
- The Unique id
- Name
- Familienname
- Firma
- Adresse
- Anagraphic Industry Id Description
- Area
- Area
- Geburtsdatum
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Kampagne
- Categories (CSV list with ";" separator)
- Stadt
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- Land
- Währung
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Indicate if Anagraphic is soft deleted
- Berufsbezeichnung
- Sprache
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notizen
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priorität
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Quelle
- Source Description
- Bundesland/Provinz
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Titel
- VAT number
- Website
- Postleitzahl
Maßnahme
Suchen oder schreiben
- Feld
  Erforderlich
- Operator
  Erforderlich
- Filter value
  Erforderlich
- The unique id of the Quote
- Quote subject
- Datum
- Quote number
- Requested by
- Amount (currency)
- Approval User Note
- Area manager
- Billing address
- Brought to attention by
- Träger
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- Cross Name
- Währung
- Customer Changed
- Customer reference
- Date of last stage change
- Lieferung
- Delivery date
- Document Guid
- Driver
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Sprache
- Notizen
- only Company, Contact, or Lead (Enum property)
- Gelegenheit
- Our reference
- Inhaber-ID
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Zahlung
- Payment amount (currency)
- Payment amount (currency)
- Zahlungsmethode
- Pricelist
- Protocol number
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Supporting bank
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Gesamt
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Validity date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
Maßnahme
Suchen oder schreiben

Zapier ist die Automatisierungsplattform der Wahl für „ 87 “% von Forbes Cloud 100 Unternehmen in 2023

G2 Badge - Beste Ergebnisse - Winter 2024

G2 Abzeichen - Am besten umsetzbar - Winter 2024

G2 Badge - Leader Midmarket - Winter 2024

93%

Kunden, die sagen, dass sie mit Zapier besser arbeiten können

25m

Kunden haben auf der Plattform schon über 25 Millionen Zaps erstellt.

6 Minuten

Der durchschnittliche Nutzer braucht weniger als 6 Minuten, um einen Zap einzurichten.

Verbinden Sie CRM in Cloud und Agents , um wichtige Teile Ihres Unternehmens zu integrieren

Mit Zapier kannst du alles integrieren, von der einfachen Dateneingabe bis hin zu kompletten Prozessen. Hier sind ein paar der wichtigen Arbeitsabläufe, die Leute mit Zapier automatisieren.

Mach dein Lead-Management automatisch und verbessere deine Conversions

Mit Zapier kannst du jeden Teil deines Lead-Funnels automatisieren und dir die besten Chancen sichern, Leads zu konvertieren. Mach alles automatisch, von der Lead-Erfassung über die Kontaktaufnahme bis hin zur Berichterstellung – und schließ dadurch mehr Deals ab.

Mit Automatisierung wirkungsvollere Kampagnen erstellen

Die Messung der Kampagnenleistung über verschiedene Plattformen hinweg kann chaotisch werden. Außerdem kostet Sie das Ausgraben der richtigen Metriken wertvolle Zeit und Mühe. Mit Zapier kannst du eine zentrale Übersicht über deine Leistung erstellen, deine Listen geschickt verwalten und sicherstellen, dass deine Kampagnen den ROI im gesamten Unternehmen steigern.

Mit ein bisschen Hilfe von der Automatisierung erstklassigen Support bieten

Support-Mitarbeiter können nicht produktiv sein, wenn sie wichtige Informationen für jeden Vorfall oder jedes Ticket aufspüren müssen. Mit Zapier kannst du deinen Vertriebsmitarbeitern automatisch die Infos schicken, die sie brauchen, um Tickets schnell zu bearbeiten und so ein reibungsloses Kundenerlebnis zu schaffen.

Mach deine Daten automatisch nutzbar und aktuell

Die Zeiten, in denen Daten manuell exportiert und importiert werden mussten, sind vorbei. Mit Zapier kannst du Daten dahin schicken, wo sie gebraucht werden, und zwar in dem Format, das du brauchst – so kannst du deine Daten zentralisieren und mehr Einblicke gewinnen.

Löse Probleme schneller mit Automatisierung

Ihr technisches Support-Team möchte sich auf technische Tickets und nicht auf die Verwaltungsarbeit konzentrieren. Mit Zapier kannst du alles automatisieren, von der Ticket-Erstellung über die Weiterleitung bis hin zur Kommunikation zwischen Teams. So vermeidest du Probleme beim Incident Management und kommst schneller zu einer Lösung.

Mit KI den Arbeitsablauf optimieren

Verbessere dein CRM in Cloud zu Agents Integration mit KI. Extrahieren, fassen Sie zusammen und wandeln Sie Ihre Integrationsdaten mit führenden KI-Modellen wie OpenAI, Anthropic und anderen um.

Mehr über KI-Automatisierung erfahren

About CRM in Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

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Verwandte Kategorien

CRM (Kundenbeziehungsmanagement)

Ähnliche Anwendungen

Zapier Interfaces

Anwendung Builder, CRM (Kundenbeziehungsmanagement), Formulare & Umfragen, Zapier

About Agents

Agents by Zapier lets you build complex workflows and analyze data with natural language.

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KI-Tools

Verbinde „ CRM in Cloud ” mit „ Agents ” auf der größten No-Code-Automatisierungsplattform der Welt.

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