Zapier
Website and technology
Website and technology
Zapier is an integration platform that connects tools without code: something happens in tool A, an action follows automatically in tool B.
Typical uses: pushing a form submission into your CRM, creating a new customer in accounting, sending a Slack or Teams notification, or appending a row to a sheet. Comparable platforms are Make and n8n.
Great for starting quickly and testing whether a process works. Once a connection is business-critical and high volume, a direct API integration or webhook is usually more stable and cheaper.
Tip
Assign an owner to every zap and turn on error alerts. That way you notice immediately when something breaks, instead of only after leads have been missing for days.
Related terms
- Marketing automationMarketing automation sends messages and triggers tasks automatically based on behaviour or data, such as a sequence of emails after a download.
- WebhookA webhook is an automatic message one system sends another the moment something happens, for example 'an order was just placed'.
- CRMA CRM is the system where you keep customers, contacts, deals and all communication, so everyone sees the same state of play.
- AI automationAI automation means setting up processes where an AI model takes over steps that used to be manual: sorting, summarising, drafting, routing.