Our Zapier automation solutions can transform your business by automating repetitive tasks, ensuring seamless integration across your systems, and delivering exceptional customer experiences.
Zapier is an online automation tool that connects your favourite apps and services, enabling them to work together seamlessly.
By creating automated workflows, known as “Zaps,” Zapier allows you to automate repetitive tasks without the need for coding or technical expertise. Whether it’s synchronising data between Business Pilot and email marketing platform, setting up automated reminders, or streamlining your lead management, Zapier helps you save time and focus on what truly matters—growing your business.
Automating your business processes with Zapier brings numerous advantages that can transform how you operate. Here are three key benefits:
Automation allows your team to focus on high-value tasks by eliminating repetitive manual processes. For example, automatically updating Business Pilot with new lead information saves time and ensures data accuracy.
With automated follow-ups and personalised communications, you can maintain consistent and timely interactions with your customers. For instance, sending personalised emails and texts based on customer actions to keep them engaged and feeling loved through your sales process.
Automating data entry and other routine tasks significantly reduces the risk of human error. For example, syncing data between Business Pilot and accounting software ensures accurate financial records without manual input.
Below are some examples of automations we offer, but the possibilities are endless—if the data exists in one of your applications, we can likely make it work.
Triggered by a new enquiry landing in Business Pilot. Dynamically generate a personalised video that contains their name and shows a video relevant to the products in their enquiry. Go one step further and add an AI powered voice over that can say their name and explain the video content. Then send to the enquirer via Email or WhatsApp.
When a new enquiry is received, this automation checks the enquirer’s postcode using Google Maps to determine their distance from your showroom or store. If they are within the specified range, an invitation is sent via Email or WhatsApp, encouraging them to visit or book an appointment. For those outside the specified distance, a product brochure is sent instead, ensuring every enquirer receives relevant and engaging information.
When a lead in Business Pilot is marked as ‘Cold’, this automation triggers a follow-up process attempting to re-engage them. Initially, it waits before re-checking the status. If the lead remains ‘Cold’, an email is sent to re-establish contact. After another waiting period, if the lead is still ‘Cold’, a WhatsApp message is sent. We can repeat this cycle, until the lead either responds or is deemed unresponsive, ensuring no potential opportunity is overlooked.
When an active project is updated to a status of “Complete,” this automation triggers an invitation for the customer to leave feedback on your preferred review platform, such as Trustpilot. We can even follow this up with reminders via WhatsApp if they haven’t left a review after some time. This ensures that you consistently gather valuable customer feedback.
Automatically capture the details of new enquirers and add them to your email marketing lists . This simple yet powerful automation keeps your marketing efforts consistent and up-to-date, helping you engage with potential customers more effectively.
This automation streamlines the process of transferring data from a spreadsheet into Business Pilot. Whenever new entries are added to your spreadsheet, their details are automatically imported into Business Pilot, ensuring your records are always up-to-date.
To ensure we fully understand your needs and provide the best possible solution, we host a consultation meeting for a one-time fee of only £120.
During this meeting, our experts will present you with innovative ideas and a strategy for the automations. You can choose to implement these solutions yourself, or we can provide a detailed roadmap and costs to handle everything for you. We are confident you will see the value in having our experienced team bring these automations to life for your business!
As a valued Business Pilot customer, we’re excited to offer you an exclusive 20% discount on all automation services if you proceed before October 31st. Take advantage of this limited-time offer to streamline your operations and enhance your business efficiency.
Fill out the form below, and we will contact you to organise a consultation meeting to discuss how our automation solutions can streamline your operations and boost efficiency.
"*" indicates required fields
