Effortless Automation with
Zapier Integration
Automate Your Workflow. Boost Your Productivity. Custom Zapier CRM Integrations.
Let us handle the technical side of automation. Focus on growing your business while we streamline your CRM processes.
We Are Your Integration Team at Agiliam
By choosing Agiliam, you’ll gain a partner skilled in Zapier integrations and understands your CRM and business goals. We’ll help you unlock Zapier’s true potential and streamline your CRM workflows for maximum efficiency and growth.
Why Choose Us?
- Zapier Integration Experts: We have dedicated Zapier integration specialists, not just general consultants. We know the ins and outs of what Zapier can do (and, importantly, we also understand its limitations) to help design the right custom workflow automation for your CRM.
- Custom Solutions: We understand that one size does not fit all. That’s why we create custom Zapier applications that are tailored to your specific needs. These applications streamline your existing processes, freeing up your time and headspace to focus on running your business.
- ROI is Key: The main factor we look at internally across any marketing channel. We will assist in identifying the best area of automation for your business to increase productivity whilst scaling up.
- Seamless Implementation: zero to hero on the whole Zapier integration process, i.e., from brainstorming ideas, planning what’s next & maintenance. Then, you can keep your eyes on doing business when we handle the technical heavy lifting.
- Communication: We keep you in the loop throughout. We will keep you posted about the progress of your Zapier integrations and address any concerns/queries that may concern you.
Let us show you how Zapier custom integrations can transform your CRM operations. Contact us today for a consultation!
Zapier is a third-party automation platform that allows you to connect your CRM with thousands of other apps. This means you can automate tasks that would otherwise be manual and time-consuming. For example, you could create a Zap (an automated workflow) that automatically adds a new contact to your CRM whenever you win a lead in your marketing automation platform.
Our Process for Custom Zapier Integrations
Implementing custom zapier workflow automation is a complex process. This is a simple process, and we have proven processes that are guaranteed to work for you so long as your zapier automation has been set up correctly in the first place.
01
Discovery & Consultation
We begin by listening. Our team will schedule a consultation to learn how CRM works, the key pain points, and what actions you want/need automation for your business.
02
Workflow Analysis
Our team will look into your current CRM tactics in detail, and we determine precisely where zaps would be most helpful.
03
Custom Zap Design
Based on our analysis, we will create custom Zaps for you. We already have a good understanding of what Zapier is capable of and, therefore, should be able to define some pretty slick and scalable automation.
04
Rigorous Testing
All Zaps are tested thoroughly in every situation before they go live. This guarantees they will work smoothly and correctly within your CRMs.
05
Deployment & Training
Once Zaps passes testing, they will be deployed to your Zapier account. We also train your team to interact with and control the new integrations.
06
Ongoing Monitoring & Support
We are still there after you launch. We monitor Zaps on an ongoing basis to identify opportunities for improvement and provide the dedicated support needed to keep them running smoothly.
Ready to see how Zapier can streamline your CRM? Schedule a free consultation.
FAQs
List the most common CRMs you specialize in (e.g., Salesforce, HubSpot, Zoho CRM, Pipedrive, etc.). Indicate if you can work with more niche or industry-specific CRMs.
Highlight a few popular apps as examples (e.g., marketing automation tools, accounting software, helpdesk systems). Then add, “Zapier supports thousands of apps. If you have a specific integration in mind, let’s discuss it.”
Explain your pricing model (e.g., per project, hourly, retainer). Emphasize that you provide customized solutions: “Because each client’s needs are unique, we offer tailored pricing after an initial consultation.”
Offer a general range: “The timeline varies depending on the complexity of the integrations. Simple Zaps can be implemented in a few days, whereas more complex workflows may take a few weeks.”
Build trust by addressing this. Example: “We stand behind our work. We’ll work with you to ensure integrations function as expected, and we provide ongoing support to address any issues that may arise.”
