In this guide, you'll get:
Insights from RevOps leaders who've solved these problems—and how you can do it, too.
Tried-and-tested strategies for connecting your tech stack and scaling automation across your teams.
Workflows to steal and adapt across your customer journey.
At the time, Lena's team had just migrated to a new marketing automation platform (MAP), so adding another tool to her previous company's tech stack was the last thing she wanted. Settling for middling tools felt safer at the time, even though her team needed more complex workflows.
Have you had the same thought? We don't blame you. You already use built-in workflows in your CRM and MAPs. They might work well or get you halfway there. Don't get stuck juggling another disparate tool that fails to scale with your needs. That shouldn't be your destiny.
"I might've been able to keep a system I loved and generally worked well for our go-to-market (GTM) team, while using Zapier for…other use cases [beyond] marketing emails," Lena admits. "It also would've been more cost-effective. I think we spent an additional $100,000 per year on other tools."
How to get your tools to talk
Just like your customer journey, your tech stack (and all its warts) is unique to your business. You can use Zaps to bridge the gaps, keep the tools and processes that already work well, and trim the excess—all without needing a developer.
1
Automate manual steps between processes
Ideal for: Repetitive, manual tasks between existing workflows that don't need a human touch.
You can likely think of plenty of manual steps in a process you'd love to offload to automation, but you couldn't make it work. Built-in integrations are too basic, or third-party tools couldn't support complex workflows.
Instead, lean on a dedicated automation platform. To get started, identify the breakpoints in a process where automation ends and onerous copy-pasting begins.
The fastest way to do this is with Zapier Canvas, our free AI-powered diagramming tool. Visualize every step, app, and person involved in a workflow—and even transform your plan into a draft Zap all in one spot.
Connor Sheffield, Head of Business Automation at Zonos, regularly uses Canvas to document automated workflows and demonstrate their impact to his executive team. That helped him find ways to cut their software spending.
ゾノス
Hudl
Zonos needed more flexibility and visibility, so Connor built a marketing automation solution entirely on Zapier, which saves the company $12,000-$13,000 annually.
"With Zapier, we replaced Pardot completely as a marketing automation platform for Zonos," he says.
You don't have to ditch Pardot if it works for you. (We love our Pardot integration.) But by visualizing (and automating) processes within your existing tech stack, you'll identify what you truly need for your GTM strategy.
You can also automate using your existing tools without spending more on software licenses. Hudl saves $15,000 per year in software licenses alone, thanks to automation powered by Zapier. And that's just the beginning of the potential cost savings.
"I was able to leverage Slack and our [automated workflows] to avoid the need to add dozens of Salesforce licenses for our specialized teams," says Tori Phillips, Hudl's Revenue Operations System Administrator. “Our users get answers and fixes to their issues much faster now."
2
Expand your CRM and MAP workflows with webhooks
Ideal for: Sending data from other tools directly to built-in workflows, as well as catching leaks in your sales and marketing pipelines.
At Zapier, we use the best tools for the job and connect them using automation. This approach is preferable to forcing monolithic solutions to work for us.
Instead, our RevOps team uses a combination of built-in CRM workflows and Zaps throughout the customer journey. This allows for greater flexibility and customization when business needs shift.
If your marketing platform or CRM's workflow tool supports it, use our built-in webhooks tool—available on paid plans—to trigger a Zap from an existing workflow.
For example, we have an internal HubSpot workflow that qualifies leads. If a customer who needs product support accidentally ends up in our qualified lead queue, the workflow sends a request to the Zapier-generated webhook URL. That webhook triggers a Zap that creates a Zendesk ticket and redirects the customer to our Support team.
You also don't need to wait for an engineer to use webhooks. At Lena's former company, she felt guilty whenever she asked an engineer to make minor edits to existing workflows.
"I didn’t know that I could use webhook steps… [with Zapier]," she says. "Even if I need someone else to help with more technically complex steps, I can still own the Zap and adjust other steps without waiting for help."
How much granular control do I need?
Lena says her choice comes down to which platform has what she needs. "Sometimes, the functionality of Zapier gives us greater granular control—and vice versa [with built-in capabilities]," Lena says. Let the features you need for a process guide you.
Am I combining data in multiple ways?
"When [our RevOps team] prefers to do things using Zapier, a lot of times it's for combining data across multiple sources in multiple ways, or [our CRM] doesn't have the functionality." Zapier can pick up where your existing tools fall short.
Where can I debug issues faster?
Plan for the worst-case scenario, so if something breaks, you can get things back online quickly without interrupting operations.
今後、さらに多くの取引が成立すると思われます。自動化された取引または案件デスクを使用すると、さまざまなツール間の承認を調整して煩雑な手続きを省き、より早く完了することができます。
このワークフローは、チーム間のコミュニケーションとコラボレーションのために、チーム チャット アプリからいくつかの異なるアクションをトリガーします。次に、既存の組み込みワークフローを使用して、CRM内の必要な承認ステップをルーティングします。
3
Bridge bottlenecks with backdoor integrations
Ideal for: Proprietary software, tools without webhook features, and freeing up engineering and IT resources.
Zapier has more than 7,000 integrations, along with additional solutions to address internal bottlenecks like:
Your tool doesn't have a direct Zapier integration
You use complex, hard-to-integrate, custom software
You still have to go through IT or engineering for minor changes for security purposes
You can unclog the first two types of bottlenecks by using a backdoor integration—an alternative app integration that acts as a bridge so you can automate with your chosen tool.
For example, instead of constantly checking an app's status page, use our built-in RSS by Zapier tool in a Zap to automate alerts for system outages in your tech stack. That way, your whole team will know right away when something is down.
But what about more complex needs, like working with custom software without an API? Jet Agency used an SQL integration as a bridge to unlock automation when using its proprietary CRM.
For something more robust, you can even build a private Zapier integration, with or without coding, through the Zapier Platform.
Let's be clear: We do not recommend going behind your technical teams' backs. (Zapier rhymes with "happier," not "torch your cross-team relationships.")
If your IT or Engineering teams are concerned about security, software licensing, and risk mitigation, address those to get their buy-in. That's how Jet Agency's Executive Vice President of Biz Ops James Sperry secured developer approval and converted the entire team into power Zapier users.
プライベート航空チャーターブローカー向けの CRM を見つけるのは、神話上のユニコーンを見つけるようなものです。だからこそ ジェットエージェンシー 同社は、「グリッド」と呼ばれる独自のソフトウェアを使用して、フライトの調達、見込み客管理、その他のビジネス オペレーションを処理します。
Biz Ops のエグゼクティブ バイスプレジデントである James Sperry 氏が何かをテストしたいと思ったときはいつでも、以前の開発チームを経由する際に速度低下や障害に直面していました。
ジェットエージェンシーはZapierを MySQL および PostgreSQL 独自のソフトウェアを他のアプリと通信させるための統合。今では、システムをチームチャットや AI と統合できます。
「そのスピードは Zapier に匹敵するものがありません。営業担当者とのミーティングから、誰かがアイデアを提案し、その日の終わりまでにそれを実行できるようになります。」
Chapter 2: Data hygiene starts at the source (of truth)
When data across your systems is missing, doesn't match, or is inaccurate, you might as well be making decisions blindfolded.
All your forecasts are off. No one trusts the data available. Context gets lost in handoffs, risking deals, reputations, and, ultimately, revenue.
That's why a source of truth is a critical pillar for speedy, strategic decision-making.
Anchor automation around your source of truth
Your source of truth is a central system where your Zaps will send and retrieve data. Think of it as the anchor for your automated processes.
When you use Zaps intentionally to reinforce your source of truth, you'll have a more holistic view of your data in one place, reduce context-switching, and keep your data squeaky clean.
Here's how:
1
Don't get buried in mountains of irrelevant data
Your CRM will most likely be your source of truth, but that doesn't mean you'll be info-dumping everything there. Think through which data sources will be useful fuel for your revenue engine.
"The main goal is to show how each GTM team's data can be meaningful to each other," explains Justin Nakano, our RevOps Strategy and Analytics Manager at Zapier.
Pinpoint those intersections with Zapier Canvas, our AI-powered diagramming tool. For example, your Sales team relies on high-quality leads from Marketing to meet their goals. So, you can map out how you'll feed those leads from your ad platforms, email marketing, and other sources to your CRM for lead scoring.
"Marketing’s impact is reflected in sales performance, with lead volume and quality playing a critical role in driving conversions," says Justin. "A tailored sales strategy by customer segment ensures further success."
Customer Success takes over in the post-sale journey. When Customer Success Managers (CSMs) learn how customers actually use your product versus how it's marketed, they can automatically share those insights with the Sales and Marketing teams.
適格な購入者のアカウント引き継ぎを自動化し、顧客体験の重要な移行ポイントでコンテキストを保持します。
取引が CRM で購入資格を満たした段階に達すると、この Zap は取引または案件金額をチームに通知します。次に、カスタマイズされたスライド デッキを作成し、デッキが添付されたタスクをプロジェクト管理ツールに割り当てます。
2
Transform data while protecting your source of truth
Data integrity is critical for reliable reports and insights. That's why you don't want to make too many updates in your CRM—it'll throw off your reporting.
Instead, use a spreadsheet or database as a temporary intermediary storage spot to automate data transformation before sending the clean version to your CRM source of truth.
"There's a lot of these temporary [Google Sheets] that we'll build to store all this data until we know that the concept is going to work," says James Sperry of Jet Agency. "Once we know it'll work, then we'll build it into a real [SQL] table so we don't bog down our production databases."
動的ルックアップテーブル are one of the tried-and-true tricks when matching multiple pieces of related data across apps. However, automation can be tricky with traditional spreadsheets and databases. Moving columns around can break workflows, and tracking change history requires hacky workarounds.
Enter Zapier Tables, which works hand-in-hand with Zaps, so you can automate your data (including approval workflows), keep track of changes, and edit data without accidentally triggering an automated workflow.
Use a spreadsheet if…
…multiple teams need to collaborate on draft versions for planning or forecasts.
"It's particularly useful if you're still refining formulas or awaiting approval for key performance indicators (KPIs)," says Justin.
Watch for: Moving columns, sorting, and row edits can accidentally trigger a Zap.
Use a database if…
…you have fully transformed datasets that need minimal updates.
Justin says dynamic lookup tables, trend analysis, and large volumes of cleaned data are good candidates to automate through a database.
Watch for: Editing filter conditions in database views may introduce new records, which can accidentally trigger a Zap.
Zonos は、オンライン ショップがチェックアウト時の国際配送、関税、税金を簡素化するのに役立ちます。
社内業務はそれほど単純ではありませんでした。Zonos はあらゆるところで摩擦に悩まされていました。同社のマーケティング自動化プラットフォーム (MAP) はデータのニーズに柔軟に対応できず、引き継ぎには緊張が伴い、顧客のオンボードには時間がかかりました。
Zonos は、 Zapierインターフェース、 テーブル、そして SalesforceTeamsは、見込み客情報を手動で管理したり、新しいアカウントを作成したり、オンボーディングのための基本情報を伝達したりする必要がなくなります。彼らはMAPをテーブルとインターフェースに置き換えました!
「Zapier を使用すると、社内のチームと社外のZapierインテグレーションのためのエンドツーエンドのソリューションを構築できます。データ思考やマッピングデータを提供するだけではありません。[Zapier は]そのデータを操作、拡充、成長、フォーマット、転送し、閲覧可能にします。」
3
Refine the data flow to your source of truth
There's a reason "firehose data enrichment" isn't a term—inundating yourself with data doesn't necessarily give you usable insights. You need the right data.
Fortunately, Zapier has plenty of tools you can use to maintain data quality and hygiene:
Narrow down datasets and exclude incomplete or irrelevant data with a filter step. With Paths, you can also add branching logic to automate more complex processes that trigger based on specific rules.
Standardize data formats with Formatter by Zapier. Automatically remove spaces, format dates, run simple calculations, split text, and even set default values.
使う Zapierによるコード to run Python or JavaScript for advanced data cleaning or validation. Haven't written code since Myspace was a thing? Describe what you want to achieve with the built-in AI assistant to generate code.
Automate actions through large datasets with Zapierによるループ, which can run through arrays of line items, text, and numbers.
RevOps pros like you already turn to these tools every day to get cleaner data and clearer insights.
Chapter 3: Fix funnel leaks and scale with Zap systems
As a customer journey architect, you clear the path so your GTM teams, tools, and processes flow smoothly—all while these elements constantly change.
But staying ahead of shapeshifting strategies isn't just about speed, accuracy, and agility. You have to think through scale and execution.
How to move fast (without breaking everything)
The secret to scaling automation with your GTM strategy: Zap systems. This modular automation is a series of Zaps that each automate a specific function, but, as a whole, automate an entire process.
When used strategically, multiple smaller Zaps give you more flexibility and help you scale far better than one 50-step workflow.
1
Why Zap systems scale
Multiple Zaps simplify editing and collaboration. Sometimes, you need to make changes to accommodate strategy shifts or team needs. With Zap systems, it's easier to gain context and edit the Zap that's most affected by the shift—without compromising the entire process.
It's also easier to build on an existing Zap system. For example, if you're testing TikTok ads to generate new leads, it's easy to tack on a new Zap to your existing lead capture process. And if the experiment doesn't work out, you can turn it off without affecting other lead sources.
In fact, many of the workflows we've featured here are Zap systems!
いかなる見込み客も偶然に任せないでください。このワークフローを使用すると、CRM の変更、新しいキャンペーン、UTM パラメータの進化ごとにシステムを管理する時間が短縮されます。
この Zap システムは、見込み客の獲得を各キャンペーンまたはチャネルの個別の Zap に分割し、プラットフォームごとのデータの癖を考慮しやすくします。
データが一貫した形式で標準化された後、見込み客を CRM にルーティングする単一の包括的な Zap に集められます。
これにより、新しいキャンペーンやチャネルでこのシステムを維持および拡張することが容易になります。
2
When to fix the flow with Zap systems
Here are some signs a process needs to be a Zap system:
There are clear, organic breaks in a process. For example, this can be handoff points where team ownership changes. You may want to give the respective teams the flexibility to modify Zaps to make the process work for them. Or, there are distinct functions you can manage separately, such as capturing form submissions, reformatting data, and transferring data to the final destination.
You need to lock down permissions at a specific point. You may have a Zap handling sensitive data submissions in your CRM, so you want to restrict editing access to certain teammates to ensure data integrity. You can share and limit access to Zaps on Team and Enterprise plans.
You're duplicating the same data formatting steps across multiple Zaps. Let's say you're routing leads to your CRM. You may need to standardize data from various sources, such as leads from different social channels, and each one has different formatting quirks. You could use separate Zaps to route those different lead sources to a "catchall" Zap that fixes the formatting and then creates a new lead in your CRM.
3
How to fight funnel leaks with Zap systems
Even if you have a process that meets all the criteria, your team needs to determine whether a Zap system is the right approach based on your tools.
For example, can you troubleshoot your lead outreach Zap faster if it's one big workflow, or broken up into smaller Zaps? If Zap systems make more sense, ensure you understand the purpose of each puzzle piece to avoid scaling disasters.
"You really have to understand how the pieces fit together," advises Lena Yue, our Marketing Operations Manager. "If you understand the process really well, it's a lot easier to troubleshoot."
Risk reduction tips for Zap systems:
Understand and document the process. Our RevOps team uses Canvas to document processes and leave additional notes in our CRM. You can also add notes within Zaps、そして try these tips for keeping your Zaps systems organized.
Watch out for Zap loops. If you don't understand how the process works, you may inadvertently get your Zaps stuck in a neverending loop on the same data. You can prevent loops by using filters and unique values. And don't forget to document everything!
Avoid rate limits. It's like a RevOps law for rate limits to occur at the worst times. If you're using Zap systems with large datasets, you can customize the polling interval in your Zaps. This feature is available on paid plans and allows you to control how often Zaps check for new information.
Posh は、従来のイベント管理プラットフォームに代わる、より柔軟な選択肢として2020年に設立されました。
顧客の維持と拡大は、わずか 4 人のフルタイム メンバーからなる小さなチームにとって課題でした。
Posh は、既存の顧客とのエンゲージメントを維持しながら、アウトリーチ コミュニケーションを送信し、フォローアップを迅速化して新しい見込み客を育成するアウトバウンド エンゲージメント システムを作成しました。
Posh の成長チームは、プラットフォーム上で開催されるイベントごとに100通のEメールを送信する代わりに、チャットボットが新たな収益を生み出す一方で、より価値の高いタスクに集中できます。
「Zapierを使い始めてから、スケーリングに対する考え方が大きく変わりました。」
Chapter 4: Beyond the buzz – AI strategies for RevOps
AI is poised to change how we work. But you don't chase trends—until there's strong data to back it up. It doesn't help that you hear five AI horror stories for every success.
You need dependable tools to prevent accidental leaks of sensitive data, disruptions of critical parts of the customer journey, and revenue compromises for the entire business.
That's why we recommend specific, strategic ways to use AI with a few guardrails in place. The strategies will give you the reins so you can harness the power of AI on your terms.
AI strategies for the scared and skeptical
If you're anxious about AI, unsure how to use it, or haven't found a helpful use case, you're not alone. Our RevOps team at Zapier initially felt the same way.
"[At first], I was like, 'Oh, I automate a lot. Why do I need AI?'" says Lena Yue, our Marketing Operations Manager. "I just didn't understand the power it unlocked."
Instead of diving into the deep end, Lena recommends starting slowly with these principles in mind:
1
Add a human touch for anything customer-facing
AI is helpful, but it's not perfect. (We all know that well by this point.) Still, you may be navigating two competing viewpoints on using AI in your organization—just like clean energy brand 卵.
"The non-technical population in our company is like, 'let it loose on everything,'" says says Usman Mahomed, Head of Product at egg. "In the technical population of our company, we're a lot more apprehensive about letting an LLM [large language model] speak to customers."
That's why RevOps leaders add a human review step for anything AI touches that's customer-facing. Instead of trusting AI entirely to personalize lead outreach, egg minimizes risk by combining Zaps, our ChatGPT integration、そして Zapier Tables.
When a teammate clicks a button in Tables, it triggers a Zap that prompts ChatGPT to write and create a draft in Microsoft Outlook. The team can review the drafted email and make any changes before sending it.
If you're generating content with AI, add a human review step to curb inaccurate info.
"If AI is inferring anything from the internet about [a company], we double-check and make sure it's correct," says Lena.
Egg は、消費者や企業が再生可能エネルギーへの切り替えを簡素化できるよう支援することを使命としています。egg 社の営業チームは、潜在顧客 1 人あたり何時間もリサーチに費やしていましたが、リサーチなしでは取引を成立させることができませんでした。
eggは、AI駆動型またはAI搭載のパーソナライズされたセールスリサーチアシスタントを開発しました。 Zapier Agents営業チームは、何時間もかけて調査を行う代わりに、より多くの取引を成立させることに集中できます。
「[Zapier Agents] の最も優れた点は、固定の LLM ではなく [AI] エージェントであることです。[エージェント] は Google 検索を行うことができるため、実際に信頼できるライブ情報を見つけることができ、これは本当に素晴らしいことです。」
2
AI is a helpful assistant—not an expert
There are a few areas where AI can be a helpful assistant for RevOps tasks:
Formatting and correcting grammar. For example, AI can quickly convert lists into a table, prioritize items according to specific criteria, and correct inconsistencies between British and American English.
Summarizing and editing content. Chris Ondera, Sales and Success Enablement Manager at Zapier, created an AI-powered coaching bot that analyzes sales and success call transcripts. Thanks to this bot, sales reps receive an additional three to five coaching sessions per week and increased enablement-driven insights by 50%. Steal this workflow for yourself.
Calculations and formulas. "We do a lot of analysis," says Lena. "Sometimes, I ask for help with conversion rates or calculations for forecasting spreadsheets."
Research that doesn't require detailed accuracy. "I used AI to automatically research how much funding a company has received." Jenny Hsu, Revenue Operations Technology Manager at Zapier, says. "There isn't a public database for funding, so this would've been a highly manual process otherwise."
While AI isn't a subject matter expert, with the right prompts and knowledge sources, you can customize AI to meet your business needs.
January 2023
January 2025
That's why AI is Zapier's fastest-growing app category with more than 10 million tasks delegated to AI each month.
Jet Agency used OpenAI's Assistants API to build Jetson Booker, an AI-powered teammate that answers questions and conducts specific searches in their internal, proprietary database. So, if a Sales rep needs to book a flight for a client, they can ask Jetson to find available "empty leg" flights to offer. With Zapier's ChatGPT integration, Jet Agency can also use Jetson in their Zaps, saving them hundreds of hours processing emailed quotes.
AI を使用して包括的なアカウント概要を生成し、チームが最新のインサイトを活用してすべての営業コールをパーソナライズできるようにします。
CRMに新しい取引がある場合や、顧客がカスタマーサクセスチームに引き渡された場合、このワークフローは個別のZapを使用して、サポートチケット、製品ツールの使用状況データなど、ツール全体の関連情報を検索します。
次に、OpenAI (またはお好みのAIプラットフォーム) を使用して、潜在的な顧客の主要な企業および業界情報を見つけます。
最後に、CRMのメモ、チームのチャットメッセージなど、すべてが1か所に統合されるため、営業担当者は取引を推進することに集中できるようになります。
3
A dash of personality yields better results
You won't get the results you want from AI if your prompt is confusing or vague. After all, it's not human, so it may not use the right tone or know how to process info unless you say so.
Need a quick shortcut to AI success? Give it a role to play.
"We find that our prompts work better when we clearly state their role, like 'you are a RevOps analyst,'" Lena explains.
Defining the role first frames your AI's knowledge and helps it process the rest of your instructions through a narrower lens. You can also inject a little fun with your prompts, as Jet Agency did with their bot, Jetson Booker.
"He has a whole persona of this cool airline pilot guy," James Sperry, Jet Agency's Executive Vice President of Biz Ops, says. "It's just a more fun way to interact with our data."
The bottom line: You're the boss—AI is just your helper.
世界のトップ企業がZapierを信頼する理由をご覧ください
