From marketing to accounting, small businesses have to manage a mountain of customer data. This can result in a juggle between multiple different apps—leading to confusion, disorganization, and even inaccuracies across platforms.
But what if you could make sure the right customer data is in the right place, and at the right time? Zapier is a tool that achieves exactly that. When connected with Salesforce Essentials, Zapier integrations provide a deeper, more well-rounded understanding of each customer. As a result, you’ll have a stronger grasp on each customer’s journey—and how to help them along the way. Here are the top four Zapier integrations (also known as zaps) that streamline important information from other apps into Salesforce Essentials.
QuickBooks is a popular tool for accounting and invoice management. Zapier makes it easy to create consistency between these two platforms, ensuring you always have the most up-to-date information on customers in each app.
For example, users can set up the integration to automatically create customers in QuickBooks each time a new customer is created in Salesforce Essentials. With customer contact information the same across both apps, you’ll be able locate customers by name to view invoices, returns, expenses, bills, and payments associated with their account.
This insight is crucial for understanding where your business is succeeding financially—and where it can be improved.
Businesses rely on Shopify to manage all aspects of their online store. Integrating Shopify with Salesforce makes it easier to retarget new and existing customers.
Specifically, Zapier makes it easy to automatically create new contacts or leads in Salesforce Essentials each time a purchase is made through Shopify. With this feature, you’ll be able to contact new customers and easily follow-up for customer service, such as troubleshooting on an order or answering questions about your products.
When Salesforce and Shopify work together, it eliminates the need for manual data entry. It also helps you keep better track of customers, and where they are in their journeys.
If you use Mailchimp to send out email updates and newsletters, you know how important it is to keep your mailing list up-to-date. Zapier makes it easy to automatically import Salesforce Essentials contacts into Mailchimp. You can also create new email contacts in a specific list.
Use this Zap to create a list of new subscribers and send them a welcome email. Or, group customers based on certain purchases and send them related content. Another way to use this integration is to view how customers are engaging with marketing efforts. Your entire team can use data sync between Mailchimp and Salesforce Essentials to see how new leads are reacting to emails and understand what needs to be refined.
Either way, you’ll have a more efficient way to organize customers and send them targeted content that drives revenue.
The effectiveness of Facebook Lead Ads is undeniable. Yet with so many new leads coming in on different campaigns, it can be hard to organize core contact information without manually entering each person’s name into Salesforce.
Zapier’s integration helps. How does it work? When a lead is captured via Facebook Lead Ads, a new contact will appear in Salesforce Essentials. This means you’ll be able to track your new contacts and leads from the beginning. Ultimately, it’s a great way to keep your customer data consistent and utilize Salesforce as a single source of information on your customer relationships.
Being a small business owner can feel overwhelming, but it doesn’t have to be. Zapier’s integrations for Salesforce Essentials save you time and energy when managing important customer information across all your platforms, making all your efforts more effective.