I build out integrations for my clients and we can track how many tasks, clicks, or inputs Zapier can save. It saved them millions of clicks which prevented them from having to hire more and more people. My clients spend $80,000 to $200,000 a year on each employee's salary. If I can make it more efficient for them to use Insightly by implementing Zapier Automation all throughout our system, all modules, leads, opportunities, projects, contacts, organizations, and taking advantage of tracking time, then they don't have to hire someone else because that expert-level employee is doing accounting work or tax work and doesn't have to make them 20 clicks to get something done. It is already right there. Clients know when that employee is having trouble based on the time they need to complete a task. Zapier triggers an alert and says this employee needs help on this specific task. It comes in all forms of how it helps the business because it's really general automation.

Zapier has helped my organization, similar to any other RPA, by saving me time doing repetitive tasks.

Zapier has allowed me to integrate between two different platforms a lot quicker than if I had to manually write APIs or Webhooks.

I'm open to using it when there's a use case for it. If something can be handled with QuickDesk pipelines, I would prefer to use that because the client is typically already paying for Quickbase, which includes pipelines. However, if there's a situation where Zapier is better suited, such as having a built-in integration that pipelines don't offer, I would consider using Zapier. Currently, I don't have any specific plans in mind.

With the previous CRM we were using – the Google Ads landing pages we had – we were collecting leads manually. That process was not efficient and took a sales team a lot of time to insert these leads manually. Currently, the process is smooth and we use Zapier to collect the leads for us.