Case Study: Olark achieves more efficient sales lead management with Zapier

How Automation Helps Olark Give Sales a Human Touch

Olark, a live chat customer support company, needed a better way to manage sales leads and follow-ups without losing its human-first sales approach. Its small team was spending too much time manually entering booking details, tracking demo attendance, and moving sales-related support conversations into its CRM, HubSpot, using ScheduleOnce and Help Scout.

Using Zapier, Olark automated lead capture and updates by creating HubSpot contacts from new bookings, updating lead status when demos were completed or no-showed, and turning tagged Help Scout tickets into new opportunities. The result was a major time savings and far less manual work, with Bill Thompson saying the automation made his life “a thousand percent better” and helped route qualified leads into HubSpot instantly.

Olark

Bill Thompson

Guru of Customer Happiness