Case Study: Orchard improves customer experience with Zapier

How automation helps this real estate company level up their customer experience

Orchard, a real estate company focused on making home buying and selling less stressful, needed a better way to manage referral leads and keep customer profiles updated across tools like Webflow, Iterable, and Google Sheets. Before Zapier, the team spent hours each week manually updating data, launching email campaigns, and notifying sales, which slowed growth and strained their small engineering team.

With Zapier, Orchard automated its lead funnel so that Webflow form submissions create new users in Iterable, add personalized referral details, sync tracking data to Google Sheets, and alert Sales automatically. The Zapier solution saved Orchard two to three hours per week, improved customer data accuracy and personalization, and helped the company scale while delivering a more tailored customer experience.

Orchard

Corey Egan

Director of CRM