- Roles
- RevOps
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Don't leave data behind
Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette peas fava bean collard greens.
Zapier for RevOps
Connect GTM tools to supercharge your RevOps with automation and ramp up revenue
A disconnected tech stack slows teams down. Zapier goes where native integrations don't. Link all your GTM tools and create custom workflows that align your RevOps so teams can move fast and get more done.
✔️ Connect 7,000+ apps
✔️ No-code and low-code automation capabilities
✔️ Set up guardrails for all data and actions
Zapier is trusted by over 2.2 million companies worldwide
Integrate your GTM tech stack to accelerate revenue growth with RevOps automation
Unlock the power of RevOps automation by connecting all the tools in your GTM engine — like your CRM, marketing automation platform, and customer support software. With Zapier, get to market faster and deliver a seamless customer experience that converts.
![A diagram showing CRM, marketing automation platform, and customer support software integrated](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1722458318/Solutions/RevOps/flywheel-v3_jyewhd.png)
How other RevOps leaders are automating with Zapier (and loving it!)
Zapier is the quickest route to powerful RevOps automation across the customer journey—from new leads to closed deals to post-sale support and every stage in between.
![Zonos logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718407927/Solutions/RevOps/zonos-logo_jfhqrg.png)
“Automating our customer acquisition flow impacted our customers because now they’re able to support their international customers quicker. The sooner we can help them, the sooner they can help their customers. So, our time to value has shrunk by over 40%, which is really, really impressive and really difficult to do for a lot of SaaS companies.”
Connor Sheffield, Head of Business Automation
![ServiceTitan logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718651790/Solutions/RevOps/servicetitan_vmxjkp.png)
“Zapier has been instrumental in making sure the team has the right data and insights so we can all work together to support our prospects and do what we can to make them successful.”
Matt Grebow, Director of Enterprise Marketing
![Digioh logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718651786/Solutions/RevOps/digioh-correct_1_el0abd.png)
“Zapier gives us unlimited flexibility and creativity. With Zapier, you’re like an artist with a blank canvas. I don’t know what we’d do without it.”
Rishi Shah, CEO and Co-founder
![Smart Charge America logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718651785/Solutions/RevOps/smart-charge_ptpmio.png)
“Without Zapier, we would have needed over 100 employees today just to do what we’re doing, which would have been unsustainable.”
David Laderberg, Vice President
![Orchard logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718651785/Solutions/RevOps/orchard_rmfn85.png)
“Zapier has allowed us to maintain a robust customer profile that allows us to personalize customer communication, diagnose customer experience issues, and helps us share learnings across the company.”
Corey Egan, Director of CRM
![Hudl logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718651786/Solutions/RevOps/hudl_ahibtc.png)
“Our users get answers and fixes to their issues much faster now. I was also able to leverage Slack and our [automated workflows] to avoid the need to add dozens of Salesforce licenses for our specialized teams.”
Hudl saves $15,000 per year using automation powered by Zapier.
Tori Phillips, Revenue Operations System Administrator
![Sweepbright logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718651789/Solutions/RevOps/sweep-bright_zwzvii.png)
“Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.”
Raphael Bochner, Founder and CIO
![Arden Insurance Services logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718651785/Solutions/RevOps/arden-logo_1_fked4n.png)
“Zapier contributes to an overhead savings of around $500,000+ on an annual basis, and it's growing every day!”
Tyler Diogo, Operations Manager
Elevate RevOps automation with AI-powered workflows
Zapier combines the power of AI and RevOps automation to transform mountains of data from campaigns, leads, and support tickets into instant insights that lead to well-informed teams, smooth processes, and delightful customer experiences.
Choose the AI that works best for you
However you prefer to use AI, Zapier's expanding AI app library has you covered. Seamlessly incorporate AI into your workflows between your CRM, marketing automation platform, and other RevOps tools.
Build RevOps workflows at the speed of AI
Simply describe the RevOps automation you want—think lead capture or support ticket summaries—and Zapier's AI will help you quickly build your workflow.
Use AI to unlock low-code tools
Lean on AI to transform natural language into code to customize and level up your RevOps automation.
Solutions for modern RevOps teams
RevOps leaders want to ensure their GTM teams are:
![](https://res.cloudinary.com/zapier-media/image/upload/v1721859457/Solutions/RevOps/formCheckCircleOutlined_jt4lft.png)
Productive
Less data entry, more sales productivity
Zapier helps you create custom RevOps workflows across your apps so your team can spend less time inputting customer data and more time acting on it
Busy team? No team? No problem—Zapier multiplies your productivity to do more with less
Quote to cash
Ditch the clunky manual work—instead, automate the sales process from CRM to payment.
![A workflow](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1722537643/Solutions/RevOps/prod-quote_to_cash_ulx7xc.png)
![](https://res.cloudinary.com/zapier-media/image/upload/v1721862787/Solutions/RevOps/miscStepsAlt_dy0vxd.png)
Aligned
Make customer handoffs between teams a breeze (and ensure everyone is in the know)
Say goodbye to messy, manual handoffs that result in slow follow-ups, misaligned teams, and dissatisfied customers. Use RevOps automation via Zapier to give GTM teams the context they need to keep every lead, every deal, and every ticket moving forward.
![Gmail logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695356406/Use%20Cases/Logos/gmail-80_pjvs4e.png)
![HubSpot logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use%20Cases/Logos/hubspot-80_wlbmr8.png)
Seamlessly hand off accounts between teams
Dynamically send handoff emails via Gmail when prospects are marked as qualified in HubSpot
![Intercom logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695412577/Use%20Cases/Logos/intercom-80_tyaptr.png)
![OpenAI logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695399984/Use%20Cases/Logos/openai-80_gsgczp.png)
![Productboard logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695356404/Use%20Cases/Logos/productboard-80_x2qlkd.png)
Address onboarding issues as soon as they arise
Add new Intercom conversations as Productboard notes to optimize the onboarding experience
![Asana logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695356406/Use%20Cases/Logos/asana-80_inmggh.png)
![Airtable logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695412825/Use%20Cases/Logos/airtable-80_i6ha0f.png)
Keep your launch team up to date
When a launch date changes in Asana, update editorial calendar in Airtable
Automate handoffs so no one (and nothing) gets left behind
Account handoff
Offer seamless customer experiences across teams with automated hand-offs—so nothing slips through the cracks.
![A workflow](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1722361381/Solutions/RevOps/align-account_handoff_mw2z1k.png)
![](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1721862787/Solutions/RevOps/alertInfo_owoiqm.png)
Informed
Act on real-time customer activity to capture every opportunity
Pull in insights from every sales call, email, and support ticket to make sure critical customer info doesn't slip through the cracks. Plus, use AI to enhance your data, fill in any gaps, and better inform teams.
![Gong logo](https://zapier-images.imgix.net/storage/services/6ec110948d88c0d28dec1c24bdc14578.png?auto=format&ixlib=react-9.8.1&fit=crop&q=50&w=40&h=40&dpr=2)
![OpenAI logo](https://zapier-images.imgix.net/storage/developer_cli/a86f51fcd659c4b311c82ba31a176e4a.png?auto=format&ixlib=react-9.8.1&fit=crop&q=50&w=40&h=40&dpr=2)
Summarize Gong calls using OpenAI
Use AI to generate a call summary of Gong recordings, analyze sentiments or other details, then send to Slack
![OpenAI logo](https://zapier-images.imgix.net/storage/developer_cli/3a8f13d0fe5c9b2bbe7a7191a433ac1d.png?auto=format&ixlib=react-9.8.1&fit=crop&q=50&w=40&h=40&dpr=2)
![Zendesk logo](https://zapier-images.imgix.net/storage/services/45e89018e756b043d806701f17dc2632.png?auto=format&ixlib=react-9.8.1&fit=crop&q=50&w=60&h=60&dpr=2)
Resolve support tickets faster with more customer context
Use AI to summarize new support tickets, then combine with additional customer info from Salesforce
![OpenAI logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695399984/Use%20Cases/Logos/openai-80_gsgczp.png)
![Slack logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use%20Cases/Logos/slack-80_gt4gto.png)
Stay on top of social trends
Once a week, use OpenAI to identify trends in customer feedback and post to Slack channel
Zapier spots the signals so your GTM teams can seize the opportunities
Customer insight sharing
Share valuable customer details with all your teams so everyone is well aware of their needs and pain points.
![A workflow](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1722361380/Solutions/RevOps/inform-customer_insight_bcckgh.png)
![](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1721862787/Solutions/RevOps/miscGraphBox_wsfiqt.png)
Data empowered
Connect your tools for clean and up-to-date data across platforms
Leverage RevOps automation to keep customer data in all your tools clean and accurate. That way, you can build audience segments and personalize campaigns, instead of emailing prospects based on outdated info.
Zapier gives you the data you need to act in real-time and drive revenue in no time
Automatic data capture
Automatically collect form submissions and store them in your systems of record—no manual effort required.
![A workflow](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1722361381/Solutions/RevOps/data-auto_data_capture_f1ho3i.png)
![HelpScout logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695399984/Use%20Cases/Logos/helpscout-80_xjlfcl.png)
![HubSpot logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use%20Cases/Logos/hubspot-80_wlbmr8.png)
Consolidate customer data across tools
When a new HubSpot form is submitted, create a new conversation in Help Scout
![Mailchimp logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695335995/Use%20Cases/Logos/mailchimp-80_qglkfg.png)
![HubSpot logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use%20Cases/Logos/hubspot-80_wlbmr8.png)
Update contacts for follow up
Create or update contacts in HubSpot when a new subscriber is added to a specific audience in Mailchimp
![Shopify logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336765/Use%20Cases/Logos/shopify-80_ctiplh.png)
![Facebook logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695768241/Use%20Cases/Logos/facebook-80_csifjd.png)
Fine-tune your ads audience
When a new order is created in Shopify, send purchase event to Facebook conversions
Transform your RevOps with Zapier
Elevate your RevOps game with Zapier's powerful automation. Manage leads, centralize data, and leverage product insights to drive sales—and that's just the start. Use Zapier to unlock endless automation possibilities and drive your organization forward
LEAD GENERATION AND MANAGEMENT
Ensure no lead is left behind
Capture, connect with, and nurture leads efficiently. RevOps automation with Zapier streamlines your lead generation and management processes. Automate data collection and follow-ups by integrating your CRM, email marketing, and social media tools. That way, you can automatically capture all your leads and your team can focus on engaging with prospects and closing deals.
![man at desk](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1722291705/Solutions/RevOps/use-cases_lead-gen_tgchzi.png)
Automate lead capture
Connect web forms and landing pages to your CRM to automatically capture and organize new leads.
Lead follow-up
Set up automated email sequences to nurture leads based on their interactions with your website and content.
Lead scoring
Create workflows that score leads based on their behavior (e.g., page visits, email opens, link clicks) and update your CRM accordingly.
Lead assignment
Route new leads to the appropriate sales rep based on predefined criteria like location, industry, or lead score.
Campaign reporting
Capture and share campaign results with relevant stakeholders across your organization.
Connect your apps to build an efficient RevOps tech stack
With over 7,000 integrations, Zapier helps you create powerful RevOps automation across your different apps
Flexible workflow features to power your RevOps automation
Pair 7,000+ integrations with our built-in workflow tools to break through tech stack limitations and create custom RevOps workflows.
Pair 7,000+ integrations with our built-in workflow tools to overcome tech stack limitations and build custom RevOps automated workflows
Webhooks
Receive data from any service or send requests to URLs—all without writing code or running servers.
Code steps (with AI)
Describe how you’d like to customize your trigger or action and AI will write the Javascript or Python code for you.
Transform your RevOps with Zapier automation resources
Discover how to streamline your RevOps with our curated set of resources. Explore strategies for scaling automation; discover how to use RevOps automation to connect marketing and sales; and bring it all together with our RevOps automation Zap Map.
![](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718665417/Solutions/RevOps/automation-at-scale_mapcbv.png)
Automation at scale: What it looks like and how to do it
Scale your business with Zapier by automating entire workflows across departments, enhancing efficiency, streamlining revenue operations, and driving growth.
![](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718665418/Solutions/RevOps/bridge-the-gap_zg8lsz.png)
How to bridge the gap between marketing and sales with data automation
Learn how RevOps automation can bridge the data gap between marketing and sales, ensuring accuracy and efficiency. Create practical Zapier workflows to connect platforms, share updates, and prioritize accounts.
![](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1718390031/Solutions/RevOps/revops-zapmap-thumb_krz8kk.png)
How Zapier automates RevOps workflows
Explore different ways Zapier can help you automate RevOps workflows.