8 manieren waarop Zapier je verkoop zal helpen stroomlijnen
Verbind Salesflare met meer dan 3000 apps.
Salesflare’s Zapier-integratie is net naar de beurs gegaan.
That’s over 3000 apps you can now integrate with your sales CRM.
Wat is Zapier?
It’s a simple-to-use online tool that automates workflows across apps. Their “if this, then that” style makes automation easy.
There’s a big chance the tools you’re using are already on Zapier, and their list of native integrations keeps growing.
The possibilities are almost endless, so we pulled together some inspiration for you. Most of which we also use ourselves. 🚀
Let’s go.
1. Visitekaartlezer: scan je leads in Salesflare
You’ve just gone to a conference and met a bunch of potential leads.
Maandagochtend is het zover en je hebt een stapel visitekaartjes die je handmatig moet invoeren.
Don’t let that stack of business cards get you down.
With Zapier, you can integrate Contacts+ (formerly FullContact)’sbusiness card reader directly with Salesflare.
Gewoon scan het visitekaartje in je FullContact app en *boom* een contact, account en opportunity worden aangemaakt in Salesflare.
From there you have control. 💪
Based on who you met — whether they were potential investors, customers, partners, you name it. You decide which stage of the pipeline they belong in.
2. Subscribers list: keep your leads lists in sync
You’re at the office killing sales, now that you manage them in Salesflare.
Except, potential leads are subscribing to your MailChimp list and you’re still manually pushing them to Salesflare. 🤔
Bespaar tijd. Zapier maakt een contact, account en opportunity voor je aan in Salesflare wanneer een nieuwe lead zich inschrijft in MailChimp.
Now that you’ve got your subscribers in the lead stage of your pipeline in Salesflare, it’s up to you to follow up. 💬
3. Contact form submissions: push your leads into one place
You’re at your desk, following up with leads through Salesflare, when the lightbulb goes off. 💡
Waarom niet push leads van uw contact formulier in Salesflare automatisch?
Laat Zapier het duwwerk doen.
Wanneer iemand vult uw contactformulier inZapier creëert een Salesflare rekening.
Think of all the time you just saved by not manually entering leads. 👊
4. Calling apps: keep your call logs together
In the world of sales, calling is inevitable. Thankfully, Salesflare logs calls automatically. 🎉
Using Android? Salesflare auto-syncs with your call history. iOS user? When you call from the mobile app, it’s logged in the timeline as well.
Gebruik je een cloudbellen-app of VOIP?
Stel het in met Zapier en die gesprekken verschijnen ook in de tijdlijnen van accounts.
Keep going about your sales calls as normal. Zapier + Salesflare will take care of it for you. 👌
5. Customer success: sync all interactions with contacts
With Salesflare, all email, meeting, and phone call interactions with contacts are pulled in effortlessly. ✨
But what happens when you’re interacting with leads through your customer service app?
Don’t let that slow you down. Zapier will make a note in Salesflare when a new conversation comes into Intercom.
Nu blijven alle interacties met je contactpersonen in de accounttijdlijnen. Je hoeft niet meer rond te springen.
6. Team communication: celebrate your wins
You’re closing deals. 🙌 It’s time to celebrate. Let your teammates know in Slack without lifting a finger.
Watch that sales channel fill up. 💸
7. Invoicing: automate it
Now that you’ve closed the deal, it’s time to get paid. 💰
You’re nearly done celebrating but you still have an invoice to make.
Don’t let that be what takes up your time.
Integreer Salesflare met QuickBooks en laat Zapier de overdracht naar facturatie voor je afhandelen.
Wave goodbye to manual invoices. 👋
8. Projectmanagement: zet verkoop om in projecten
As fun as celebrating wins and getting paid are, they don’t last forever. It’s time to get to work.
Don’t let transferring data between apps slow you down.
Laat Zapier een nieuwe kaart aanmaken in Trello telkens wanneer een opportunity is gewonnen in Salesflare.
Moral of the story — leave the robotic tasks for the robots so you can focus on the meaningful stuff.
If you’ve set up your own Salesflare+Zapier magic that you think should’ve made the list, show us what you got!
We hopen dat je deze post leuk vond.
Als dat zo is, vertel het dan verder! 😍
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