Here are some example scenarios on how Zapier can help your organization implement automated sending best practices:
Trigger digital and physical sends around automatically personalizing every engagement, minus the human effort! Most sending workflows can now be automated as zaps can be built around predefined changes in contacts, deals, or opportunities. Custom fields can also be created to further dial in campaign initiatives.
Build rapport, re-engage and lift conversions seamlessly and intelligently by triggering the “Create Send” for:
Examples of supported CRM/system of record integrations: Hubspot, Salesforce and more.
Accelerate deals and highlight important documents by triggering the “Create Send” for:
Example of supported apps: Docusign, HelloSign, SignNow and more.
Set more meetings, reinforce show up rates, and delight recipients by triggering the “Create Send” for:
Example of supported apps: Google Calendar, Calendly and more…
Make special HR events more memorable by triggering the “Create Send” for:
Examples of supported apps: Bamboo, Namely, People, Workday (Upcoming)