Zapier Automation

Overview

What we deliver

We design and manage Zapier automations that connect your SaaS stack, route data correctly, and remove busywork from sales, marketing, and ops.

We help B2B teams get real value from Zapier by treating it as a managed service rather than a side experiment. Our team reviews your existing Zaps, removes duplicates, fixes broken paths, and rebuilds flows that handle real-world conditions. We use multi-step Zaps, Paths, Sub-Zaps, and built-in tools like Formatter and Storage to keep logic readable and maintainable. For higher complexity we add Code by Zapier or webhook steps to handle custom APIs. Every automation includes filter conditions, deduplication where needed, and notifications when something fails. We document each Zap, name them consistently, and group them by process so your team can find and update them later. The outcome is a Zapier account that runs lean, costs less per task than a messy build, and supports the day-to-day work of your revenue and operations teams.

Fit Check

Built for teams like yours

Who it's for

Sales teams automating lead handoff
Marketing teams routing form submissions
RevOps leaders syncing CRM and tools
Support teams managing ticket workflows
Small business owners reducing admin time

Pain points we solve

Hundreds of unmanaged Zaps with no owner
Zap task overages eating into budget
Data duplicated across multiple tools
Sales reps copying leads between systems
Failed Zaps no one notices for weeks

What's included

Capabilities

Everything we cover in this engagement.

Zap audit and consolidation
Multi-step Zap design with Paths
Sub-Zap and reusable workflow setup
Code by Zapier for complex transforms
Webhook integrations for custom APIs
Filter, formatter, and storage usage
Naming conventions and documentation
Task usage monitoring and reporting

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Audit

We catalog existing Zaps and process gaps.

02

Plan

We design target flows and consolidation opportunities.

03

Rebuild

We construct or refactor Zaps with proper logic.

04

Validate

We test against live data and edge cases.

05

Manage

We monitor tasks, fix issues, and add new Zaps as needed.

What you get

Deliverables & outcomes

What you get

Refactored Zap library in your account
Process and Zap mapping document
Naming and folder structure standards
Task usage and cost report
Failure alerts wired to your team
Onboarding session for internal owners

Outcomes you can expect

Lower Zapier task consumption
Fewer broken or duplicated automations
Faster lead and ticket routing
Clear ownership for every business process
Time saved for sales, ops, and support teams

Timeline

1 to 3 weeks for initial cleanup and build

Engagement

Monthly retainer, Project, Sprint

Tools we use

Zapier, Slack, HubSpot, Pipedrive, Google Sheets

KPIs we track

Tasks used, Zap success rate, response time, hours saved, active Zap count

Client stories

What clients say

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.

Proof