Do You Use Zapier to Move Data? Check Out IRIS CRM’s Zapier Integration

IRIS CRM Blog, Sales Efficiency
Do You Use Zapier to Move Data

Zapier is a platform designed to connect different web applications to allow users to streamline their workflows and make their days easier. The company has been around since 2011, and now, nearing a decade later, their system connects more than 2,000 different applications. 

Effectively, Zapier acts as a middle-man, connecting different applications APIs and making sure they can communicate with each other error-free. Those connections, which Zapier calls “Zaps,” enable users to set trigger actions in one program to set off further actions in a completely different one – essentially eliminating the need to jump back and forth between multiple applications. 

A simple example Zapier uses is moving email attachments to Dropbox. Traditionally, a user would have to go into their Gmail account, download the attachment from their email manually, and then move it to Dropbox to be shared. With Zapier, Gmail and Dropbox can be integrated, so that the second an email with an attachment comes in (the trigger), the attachment is automatically uploaded to Dropbox. 

That’s about as simple as Zaps come, and with Zapier, even extremely complex multi-step tasks can be automated between a multitude of applications.  

What Zapier Connects

Zapier connects over 2,000 different web applications covering just about every category you can imagine. But it isn’t just small, obscure apps being connected – Zapier integrates with some of the most popular web apps used in business today. 

A quick look at Zapier’s most popular apps brings up listings like:

  • Gmail
  • Microsoft Office 365
  • Twitter
  • Google Sheets
  • Slack
  • Google Calendar
  • MailChimp
  • Google Drive
  • Facebook Ads
  • Dropbox
  • YouTube

And the list goes on and on. There is almost no daily business task that Zapier doesn’t have something to help with, and the platform’s ability to bring them all together for users is what’s driving the Zapier revolution. 

Using Zapier and IRIS CRM to Revolutionize Your Workflows

IRIS CRM now integrates with Zapier, and in many ways, it’s a perfect relationship. IRIS CRM’s purpose is to enable ISOs and agents to streamline their daily tasks, bringing all of their major work functions into a single platform to reclaim the time wasted on juggling multiple logins and tools. 

Zapier aims to do the same thing, and by integrating with Zapier, IRIS CRM takes its already industry-leading operational functionality to unprecedented levels. Not only does Zapier integration let you do more with IRIS CRM, but it also gives you a greater level of control over how you work.

For instance, with Zapier and IRIS CRM, you could run a Facebook Lead Ads campaign and automatically have any new lead generated on Facebook added directly into the CRM through a Zap! You could also expand that Zap so that once a new lead is added, a notification message is sent out to your team on a Slack channel, the lead’s email information is uploaded to your MailChimp mailing list, a contact reminder is added to your Google Calendar, and more. There is almost no limit to the ways Zapier can expand IRIS CRM’s usefulness!

Getting started with our Zapier integration is extremely easy. To find out more about how this powerful combination could save your ISO time and make your administration and daily workflow easier, contact us today!