Zapier

What differentiates Zapier from other similar products?

We struggled to collect all of our data across many platforms, but Zapier handled the majority of our issues. The ability to create and trigger events in numerous software packages was one of the most valuable things that came to me, allowing me to streamline operations throughout my career. Because it is a normal user-created software, it allows you to modify your operations. The amount of programs that may be incorporated is astounding, which I have not seen with any other application owing to special compatibility issues that typically limit complete integration with all other programs.

What is your favorite aspect of this product?

It's incredible to be able to integrate multiple apps without having to write. I wish every applications utilized that platform to connect to one another. Zapier may save your firm time, especially if you lack in-house capabilities to code what you require. Zapier is the first tool that has taught me all I know about integrations. It started with data attachments to a Google spreadsheet, and now I write my initial logistical requests using the Zap webhook. Zapier also added to the information I already had regarding the refining processes in our company.

What do you dislike most about this product?

The biggest issue, in my opinion, is that it offers so many chances that it's frequently difficult to know what to say; in addition to using it, you need to utilize a lot of imagination, so technology without innovation doesn't assist much. The task scheduler might be annoying at times since it does not always operate properly. The process is limited to three possibilities at most, so you can't go deeper into it. You will also fail if your criteria are not 100% accurate.

What recommendations would you give to someone considering this product?

If you are not a coder and want your software to communicate with one another, this is the software you require. Don't sugarcoat the zaps or the software; the program is incredibly adaptable and can execute a number of activities and zaps to match the demands of any organization. Overthinking might lead the system to overprocess, resulting in a slew of errors that you won't be able to correct without professional assistance.

What differentiates Zapier from other similar products?

It is used to transfer records from Salesforce to Asana and vice versa. The advantages are as follows: users on both systems require fewer licenses. Salesforce users remain in Salesforce, while Asana users remain on Asana; both receive instant changes. It saves project managers a lot of time searching for information and going back and forth. They may concentrate on finishing the assignment rather than acquiring information. With our own zapier and Facebook sync-based solution, we can automate email marketing, sync with invoice issuing, and exceed Facebook AI.

What is your favorite aspect of this product?

It integrates with a plethora of apps via its API, requires no technical knowledge, and is simple to train and delegate to team members. I can quickly edit the fields in Salesforce, and Asana will instantly update. The same is true for Salesforce and Asana. I also enjoy the flexibility to remove separate parts within the same Asana project, the ability to search for and change data, the ability to filter records, and the ability to defer some zaps.

What do you dislike most about this product?

There are certain components that I dislike since they take a long time throughout the test: the logs do not pick up the most recent updates, despite the fact that it claims to. This is especially true if we have a large number of zaps on the same account. If your data between Asana and Salesforce does not match, Zap will indicate that one of the stages is broken and needs to be rectified. This is ineffective because the zap is still operational. That is, luckily, a good thing. Furthermore, because its pricing is based on the amount of activities, it is not the cheapest solution for the scalability of huge operations.

What recommendations would you give to someone considering this product?

You must first consider procedures, but it must be highly nimble. Cheap-scale operations are also required; you cannot automate operations with millions of activities at a low cost. Zapier may be used to instantly update or produce new records from one platform to another. We've used it to connect Asana and Salesforce, as well as Airtable and Salesforce. It is simple to set up and use. There are various issues with the user experience or restrictions of the product, such as picklist fields and their values being difficult to alter. Searching for test logs or searching for projects may be enhanced. Others that need to link it with their CRM.

What differentiates Zapier from other similar products?

We are constantly searching for methods to increase the accuracy and timeliness of our deliveries without increasing costs or spending more time behind a desk than required. Using Zapier has not only made our most complex operations doable, but it has also made others feasible. We're using Zapier to generate form data that can be uploaded to a collecting site. Our field operators fill out forms, which are then sent through Zapier to a document where we can view the collected data.

What is your favorite aspect of this product?

To automate work across a wide range of apps and services, Zapier portfolio of products requires no knowledge of code or computer languages. It's simple to use, incredibly stable, and cost-effective (particularly when compared to increasing personnel or commissioning bespoke development), and support is prompt and actually helpful on the rare times when you need it. I enjoy how Zapier can incorporate information from various systems. It's simple to use and has a fantastic workflow; we like how we can utilize Zapier to grab information from our forms and transmit it to another platform.

What do you dislike most about this product?

There are a few highly specialized use situations that necessitate innovative solutions, complicating Zap construction and maintenance. However, I have heard from a reliable source that the Zapier development team is willing to fix these if there is enough demand from the community.

What recommendations would you give to someone considering this product?

Unless your company does not require process automation, cancel everything and join up for the free trial. You may be wondering how you managed without it for so long. Zapier is an excellent tool, and it was the only one we could find that met our data collecting requirements.