Zapier
Zapier empowers you to automate your work across 5,000+ apps—so you can move forward, faster.
Description
Zapier is an automation tool supporting thousands of the most popular apps, like Gmail, Slack and Todoist. In just a few minutes, you can set up automated workflows (we call them Zaps) that turn Salesloft and Drift into a sales workflow hub.Â
Key benefits
Data synchronization
- When a new person is created or an existing person is updated or deleted in Salesloft, automatically sync this information to your CRM. This ensures that your sales and marketing teams have up-to-date information without having to manually update information in separate systems.
Lead enrichment
- When a new person is added to Salesloft, automatically enrich their profile with additional information like job title, company size, social media profiles, etc which gives reps more context for their outreach and a better and more personalized experience for the customer.
Task management
- When tasks are created, completed, or deleted in Salesloft, those tasks are mirrored in your task management system. This helps sales reps manager their to-do’s in one centralized place, saving them time and keeping them informed.
Account activity notifications
- Keep your sales teams informed about important updates like when a cadence is updated, a task is completed or person’s information changes, send a notification to the relevant team members to keep everyone aligned.