Enrich your CRM data today… Zap to it!
If business automation and app integrations sound intimidating, don’t be scared off just yet. Tools like Zapier have made it easy to set up workflows and alerts, saving everyone from those manual tasks that everyone hates (but must be done).
What is a Zapier Integration
Zapier is a powerful automation tool that allows you to connect different web applications and automate workflows between them without the need for any coding skills. It acts as a bridge between various apps, enabling them to communicate and exchange information seamlessly.
With Zapier, you can create automated tasks, known as “Zaps,” that trigger actions in one app based on events or actions in another. These actions are called “triggers” and “actions” respectively, and they are the building blocks of Zapier workflows. Zapier supports a vast library of apps, ranging from popular productivity tools like Gmail, Slack, and Trello, to e-commerce platforms like Shopify and WooCommerce, as well as CRM systems like Salesforce and HubSpot.
With zaps, users can make anything from simple one-step tasks to complex, dynamic workflows. The process of building zaps is easy, codeless, and highly flexible, and there are many pre-built zaps that you can add to your own process to save even more time.
Access Australian Business Intelligence data with the KnowFirst™ API
Best Zapier + KnowFirst Integrations
Salesforce
Salesforce is a leading CRM platform that helps businesses manage customer data, track leads, and automate sales workflows. When combined with Zapier, it opens up a world of possibilities for seamless data integration and workflow automation. The Salesforce Zapier integration allows you to create Zaps that connect Salesforce with hundreds of other apps, enabling you to automate tasks, trigger actions, and streamline data between different systems. This integration eliminates manual data entry, reduces errors, and ensures that your sales processes are efficient and consistent.
Try This Zap – When creating new Salesforce records, or new leads via web forms, unlock their potential with added enrichment data from KnowFirst. Empower your sales staff with added data to paint a more informed picture of your customers before the first call is made.
Hubspot
Whether you work in marketing, sales, or customer success, you can use Zapier with HubSpot to eliminate the tedious manual work involved in managing your contacts and forms. Focus your time on closing more deals and helping your customers. Use Zapier to automatically move info in and out of HubSpot and trigger tasks like sending emails, creating online spreadsheets, and registering clients for events.
Try This Zap – With KnowFirst’s enriched data, you can make more informed decisions and improve client interactions. This Zap makes collecting those insights simple. Once it’s active, each new HubSpot company record will automatically contain additional insights that you might have overlooked; stay updated with the KnowFirst to keep a step ahead of your competitors.
Zoho
Easily elevate your Zoho CRM experience with enriched business data! This Zap integrates KnowFirst API’s insights directly into your Zoho CRM.
Try This Zap – This Zap will automatically populate the corresponding fields in your new Zoho CRM records with business details, social metrics, tech stacks, or finance data from KnowFirst. Streamline your workflow, eliminate manual data updates, and ensure your CRM data is always comprehensive and current.
monday.com
Boost your monday.com CRM with actionable business insights from KnowFirst! With this Zap, as you add each new monday.com board, you’ll automatically find business details, social metrics, tech stacks, or finance data from KnowFirst API.
Try this Zap – This integration is a game-changer for teams looking to supercharge their customer relationship management on monday.com with rich, up-to-date business intelligence.
Microsoft Dynamics 365 CRM
Enhance your Microsoft Dynamics 365 account records effortlessly! With this Zap, whenever you add a new account in Microsoft Dynamics 365 CRM, you’ll automatically access business details, social metrics, tech stacks, or finance data from KnowFirst API, populating those details into the corresponding fields of your Dynamics 365 Account object.
Try This Zap – Keep your CRM enriched and up-to-date without manual data entry.
Google Sheets
Being able to collect, track, and analyse your data is essential for any business. Using Google Sheets with Zapier, you can automatically create and edit spreadsheets with data from other apps you use. Zapier can monitor changes in your Google Sheets and quickly share your important data with stakeholders. When you put Zapier to work with Google Sheets, you can connect Google Sheets to other apps, automating all of your spreadsheet tasks to save you time.
Try This Zap – This Zap automates the process of retrieving business information from the KnowFirst API using an ABN (Australian Business Number) system as soon as you add or update a row in a specified Google Sheets spreadsheet. Activate this Zap to streamline the process of acquiring, organising, and managing essential business data.
Other Zaps that just make sense
Calendly
Calendly is a popular online scheduling tool that allows individuals and businesses to easily schedule and manage appointments. When combined with Zapier, it becomes even more powerful. With the Calendly Zapier integration, you can automatically trigger actions in other apps based on events in your Calendly calendar. This integration eliminates the need for manual data searching and ensures that your scheduling workflows are efficient and error-free.
Slack
Slack is a widely used team collaboration platform that allows real-time messaging, file sharing, and team channels. When combined with Zapier, it opens up a world of possibilities. The Slack Zapier integration enables you to create automated workflows that trigger actions in Slack based on events or actions in other connected apps. This integration streamlines communication, eliminates the need for manual updates, and keeps your team informed and engaged. With the ability to connect Slack with hundreds of other apps, you can customise and tailor your Zaps to fit your team’s specific needs, improving efficiency and productivity.
Gmail
Gmail is a widely used email service that offers a range of features for effective communication and email management. When combined with Zapier, it opens up opportunities to create efficient and personalised email automation. The Gmail Zapier integration allows you to create Zaps that connect Gmail with various other apps, enabling you to automate actions based on specific triggers or events in your email. This integration eliminates the need for manual email management, saves time, and reduces the risk of overlooking important messages. By leveraging the power of Gmail and Zapier, you can create personalised and automated email workflows that enhance productivity and ensure efficient communication.
Try KnowFirst Today
By seamlessly connecting various web applications, Zapier eliminates the need for manual data entry, reduces errors, and enhances overall productivity. Whether it’s integrating email systems, CRM platforms, project management tools, or other business apps, Zapier simplifies the process and provides a centralised hub for managing data and automating actions.
Start creating your Zaps today with a KnowFirst 14 day trial today.
