- Roles
- Sales
Close more deals, faster with automation
Tame your pipeline
Pipeline forecasts are only as good as the data that informs them. Rather than relying on reps to manually update their opportunities, use automation to spot trends, create accurate forecasts, and turn chaos into consistency.
No opportunity left behind
Handoffs can get messy, and it's where opportunities can slip through the cracks. Reduce the risk by automating the process—using filtering and logic to route the right opportunities to the right reps.
Let your reps do what they do best
Keep your sales team focused on what they're best at: selling. Zapier seamlessly handles admin work like contact updates and contract approvals—that way, your reps can keep their eye on the prize and close more deals.
Trusted by companies large and small
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Explore what’s possible with Zapier
![Steps in a list icon](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695751257/Use Cases/Icons/icon-sp-1_b5nhwe.png)
Create a seamless buying process
Remove friction from each stage of your buyer journey. Lead handoffs, follow-ups, and contract signing are smoother with automation.
![Headset icon](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695751256/Use Cases/Icons/icon-sp-2_ncnxzy.png)
Keep your reps selling
Give your reps the full customer context and internal info they need to win. They’ll spend less time digging and more time closing deals.
![Steps icon](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695751256/Use Cases/Icons/icon-sp-3_o2qtj8.png)
Adapt and scale your sales process
Keep up with the market by launching new programs quickly, measuring impact, and adjusting for maximum impact.
![An illustration representing sales pipeline management](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695749942/Use Cases/Top Level Page/uc-tl-sp_p8rkmr.png)
Most popular apps for sales pipeline management
![Salesforce logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use Cases/Logos/salesforce-80_uwhwbi.png)
![Gong logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695749666/Use Cases/Logos/gong-80_cxlc4d.png)
![Hubspot logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use Cases/Logos/hubspot-80_wlbmr8.png)
![PandaDoc logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695749664/Use Cases/Logos/pandadoc-80_w5rgsk.png)
![Slack logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use Cases/Logos/slack-80_gt4gto.png)
![Union icon](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695751260/Use Cases/Icons/icon-lm-1_xpvie4.png)
Sales and marketing unite
Revenue goals become a reality when you remove silos. Improve collaboration with a unified view of your customer's journey.
![Star icon](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695751260/Use Cases/Icons/icon-lm-2_xrkzcz.png)
Capture, convert, celebrate
With seamless lead capture, smooth handoffs, and advanced routing, you’ll create a better buying experience and win more customers.
![Lead added icon](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695751259/Use Cases/Icons/icon-lm-3_udmdck.png)
More leads, less management
Rapidly create and iterate on campaigns—and watch your leads roll in automatically, so you can focus on high-impact work.
![An illustration representing lead management](https://res.cloudinary.com/zapier-media/image/upload/v1696370947/Use Cases/Top Level Page/uc-tl-lm_vxilss.png)
Most popular apps for lead management
![Salesforce logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use Cases/Logos/salesforce-80_uwhwbi.png)
![Hubspot logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use Cases/Logos/hubspot-80_wlbmr8.png)
![Microsoft Dynamics 365 logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use Cases/Logos/microsoft-dynamics-80_nfktoy.png)
![Marketo logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695335996/Use Cases/Logos/marketo-80_flyxsp.png)
![Slack logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use Cases/Logos/slack-80_gt4gto.png)
![Icon of two branching arrows](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695840556/Use Cases/Icons/icon-dm-1_kcn6zw.png)
Easily move data where it needs to go
Ditch manual entry and move all your important data—whether it's leads, support tickets, or orders—at the speed of automation.
![Icon of an interface](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695840556/Use Cases/Icons/icon-dm-2_o9h9rg.png)
Format data exactly how you need it
Pass info between tools in the specific format you need. You'll spend less time formatting info, and more time acting on it.
![Icon of a chart](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695840556/Use Cases/Icons/icon-dm-3_nnnj6x.png)
Unlock insights and maximize results
Gather disparate data and funnel it into a single source of truth. You'll glean powerful insights you can act on.
![An illustration representing data management](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695876144/Use Cases/Top Level Page/uc-tl-dm_urieiy.png)
Most popular apps for data management
![Airtable logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695412825/Use Cases/Logos/airtable-80_i6ha0f.png)
![Hubspot logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use Cases/Logos/hubspot-80_wlbmr8.png)
![Google Drive logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695841884/Use Cases/Logos/google-drive-80_e7mpwz.png)
![MySQL logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695749665/Use Cases/Logos/mysql-80_rpdvgh.png)
![PostgreSQL logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695749890/Use Cases/Logos/postgresql-80_tjf4vk.png)
![Headset icon](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695751258/Use Cases/Icons/icon-cs-1_uzomr8.png)
Productive reps, faster ticket resolution
Give your reps the info they need for each customer in one view, augmented with AI suggestions, so they can resolve issues faster.
![Heart icon](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695751257/Use Cases/Icons/icon-cs-2_lkglli.png)
Unify your customer experience
Boost CSAT by capturing and actioning customer details, no matter what system they live in.
![Steps icon](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695751257/Use Cases/Icons/icon-cs-3_uzxbup.png)
Support that scales
Create systems tailored to your business to ensure your customer support processes work now and forever.
![Illustration representing Customer Support Management](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695749942/Use Cases/Top Level Page/uc-tl-cs_pudcfv.png)
Most popular apps for customer support management
![Zendesk logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695356408/Use Cases/Logos/zendesk-80_kdfpd7.png)
![RingCentral logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695749664/Use Cases/Logos/ringcentral-80_vinuq3.png)
![Slack logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695336764/Use Cases/Logos/slack-80_gt4gto.png)
![Intercom logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695412577/Use Cases/Logos/intercom-80_tyaptr.png)
![Help Scout logo](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1695399984/Use Cases/Logos/helpscout-80_xjlfcl.png)
![An electric car charging](https://res.cloudinary.com/zapier-media/image/upload/q_auto/f_auto/v1683141470/Customer Stories/Smart Charge America/1140x790px_cjyd2e.png)
CUSTOMER STORY
How Smart Charge America got back 145 work days a month for their Sales team
“Without Zapier, we would have needed over 100 employees today just to do what we’re doing, which would have been unsustainable. We would have been out of business by now. Instead, today, we’re thriving with 50 highly productive employees.”
— David Laderberg, Vice President, Smart Charge America
See more closed-won with automation
Connect all your tools
Move accounts between teams and tools seamlessly with easy automation.
Route to the right places
Use tools like Paths and Filters to easily add logic to your workflows and handle your most complex lead routing.
Get an assist from AI
Inject AI into your sales process to personalize messages, predict churn, and more.