Case Study: Reboot achieves automated follow-up emails and more client time with Zapier

Send Follow Up Emails Automatically and Spend Time on Your Passion

Reboot, a coaching and leadership development company, needed a way to manage a steady flow of inquiries without letting follow-ups slip through the cracks. With a very small core team, Reboot used Typeform for applications and needed faster, more reliable responses to potential clients.

Zapier implemented automated workflows for Reboot that connected Typeform, Copper, Google Sheets, and Gmail. When a form is submitted, Zapier creates a person and opportunity in Copper, logs the response in Google Sheets, and sends a delayed follow-up email through Gmail; this helped Reboot respond immediately, save time, and support nearly 100 active Zaps without missing client communications.

Reboot

Dan Putt

Co-Founder & Central Police Organizations