Zapier

Happy Friday, Operators! 😎 We’re wrapping our Q1 Automation & RevOps community livestreams with a topic that quietly powers everything else: documentation. We're thrilled to welcome Jen Bergren, MBA to our NoCodeOps by Zapier stage! She’s an Operations Educator, former Head of Ops at Remotish, and author of the upcoming book What is RevOps. She’s also helped shape HubSpot’s RevOps Bootcamp, training operators to build scalable, efficient revenue teams. 🚀 Jen will walk us through how documenting processes, handoffs, and workflows helped her teams move faster, reduce errors, and scale with confidence. 📚 Here's what we'll cover: ✅ How to decide what to document first ✅ Ways to get your team to actually use it ✅ How documentation supports alignment, efficiency, and growth If you’ve ever felt like your ops knowledge is stuck in your head (or Slack threads), this one’s for you. See you all on Thursday! ⚡️ ▫️ ▫️ ▫️ #RevOps #Documentation #Community #Automation

19 days til ChargeBee Beelieve! I’ll be there to share the lessons learned from Zapier’s big shift to usage based pricing a year ago. BUT since no great event is complete without some friendly competition… Zapier is hosting ping pong 🏓 - When: April 9th, 5pm - Where: SPiN San Francisco Open to all Chargebee Beelieve attendees (and any Zapier customers in SF!) Come hang out with me, eat some apps, and get a cool Automator sweatband... RSVP link in the comments below 👇

🚀 Automate Smarter, Not Harder with Zapier Agents Imagine having an AI-powered teammate working 24/7—seamlessly managing tasks across 7,000+ apps, eliminating busywork, and freeing you to focus on what really matters. We're covering all the latest developments, as well as how you can get started, in the latest edition of Zap Digest.

Sat down with Manny @ Outreach to chat about how tiny teams are hitting over $10m in revenue. Spoilers: enable your team to use AI, agents, and more. 👇👇

Are you struggling to keep up with your Facebook ad leads? Join Zapier and Meta for a live, build-along webinar and learn how to automate your lead follow-ups, trigger instant responses, and send the right leads to sales—fast. Space is limited, so register today to save your spot! 📅 Date: Tuesday, March 25 ⏰ Time: 10 a.m. PT  💡 Bonus: Ask a question about automating lead ads when you register, and you’ll be entered to win one of five $50 gift cards to the Zapier Swag Store! https://lnkd.in/gEtSQNM4

GG Homes didn’t stop at automating lead management—they also built GG Bot to streamline internal communication. 🤖 💬 Using Zapier Chatbots, their VP of Technology, Jerry Yu, ensures key team updates are never missed. With one quick message, GG Bot: ✅ Collects & formats updates ✅ Triggers a Zap to schedule a Slack message ✅ Keeps the team informed across time zones With automation, nothing falls through the cracks. Learn how they did it: https://lnkd.in/gtWTUfz7

Benchmark Mortgage is turning homebuying dreams into reality—faster than ever! 🏡 With AI and Zapier automation, their loan officers spend more time with customers and less on repetitive tasks. https://lnkd.in/gxv_kGsn

Switched up the Summit keynote this year 🎷 Last week, nearly 600 Zapier employees took to New Orleans for our annual Summit. Some highlights: - Kicking off the keynote with an all-Zapier jazz band - Not just talking about AI, but actually building it and putting it into action - Connecting with customers over food, drinks, and pickleball (and maybe getting a little too competitive…)  - Builder Battles proving once again that Zapiens are automation wizards, regardless of role - Game nights and impromptu jam sessions with the team - Seeing REAL live jazz music (not sure Bryan and I count, sorry) - Incredible New Orleans cuisine - those beignets especially! HUGE thanks to our amazing customers and partners for joining us Marcus Saito, Ben Bailey, Nathan Weill, and Josh Mohland. And a special shoutout to our events team and every Zapien who stepped up to lead a seminar, Braindate session, and learn more about our customers. You helped make this Summit what it was.
 Next year? We’re headed to Los Angeles (like Luka!) So…how should I open my LA keynote? 👇

Meet Lead Skywalker—the AI assistant that’s revolutionizing tech matchmaking. 🤖 Built by @umbraco and powered by Zapier, OpenAI, and Zoho CRM, Lead Skywalker automatically finds the perfect tech partner for businesses in minutes, not days. ⚡ 3+ hours of manual work → 15-30 min 📊 115+ leads matched since April 2024 🔄 Real-time data updates keep matches accurate No more guessing games—just smart, AI-driven partnerships. 🚀 https://lnkd.in/g4x6iv5h

At Pretto, AI is everywhere: 💡 Developers use Copilot 📞 Sales calls are auto-summarized in their CRM 🤖 ChatGPT helps build Zapier code steps—so anyone can automate, no devs required! AI unlocks huge automation opportunities, making even complex work fast, scalable, and efficient. How is your team using AI + automation? https://lnkd.in/gjE7VZ7u