Zapier
186 Case Studies
A Zapier Case Study
Calendly, a scheduling software company, faced the challenge of important sales leads getting lost among general support tickets in Zendesk, preventing proper nurturing. This issue, along with customer feedback being siloed across teams, was creating a poor customer experience and inefficiencies.
Using Zapier, Calendly automated their workflows. Zapier connected Zendesk to Salesforce to instantly create leads and notify the sales team when a potential customer ticket appeared, ensuring quick follow-up. Zapier also linked Zendesk to Airtable to automatically route customer feedback from Support to the Product team. This solution saved over 10 hours per week, improved response and conversion rates, and created a valuable feedback loop that increased customer satisfaction.