When you’re running a business, time really matters. Working on repetitive admin tasks means less time for business growth. Free up time in your day and save your team from repetitive tasks with automation.
Zapier is a great place to get started. It’s a tool built to connect different software with ease. It works with over 6,000 apps, so chances are tools you use are available.
Better still, using the AnswerForce integration options on Zapier makes it even easier to look after your customers, follow up on leads, and provide world-class service.
How does the AnswerForce-Zapier integration work?
Most of us use many different desktop apps during a working day. Sending emails from one, writing notes in another, recording progress in a job management software elsewhere.
Zapier connects more than 6,000 apps to support business needs. Through a series of ‘zaps’, or automated actions, Zapier seamlessly supports data sharing across software. For example, sending call data from AnswerForce directly to your job management software, like ServiceTitan. The information arrives within seconds, you can then start working the data as a warm lead, or using it to provide tailored customer support, depending on the call nature.
Zapier offers thousands of software integration solutions, from HubSpot, to Mailchimp, to Workiz.
Are you looking to save time? Reduce your administrative costs? Avoid mundane, repetitive tasks? Whatever your needs, Zapier integrations could help your business in many ways. Accessible to everyone, these ‘zaps’ free up valuable time to focus on the more important duties of the day.
Read on to discover how you can set up AnswerForce zaps to streamline data entry in:
- Google Sheets: get insights into customer service levels through helpful spreadsheets.
- Jobber: automatically have new clients added to your job management software.
- Slack: collaborate with your team based on incoming call data.
- Trello: manage projects by assigning customer tasks.
Save time
Manual data entry is not for everyone. Especially for business owners — where time is of the essence. But, with the help of Zapier’s AnswerForce integration, can remove some of that repetitive work.
For example, let’s say your business keeps a Google spreadsheet populated with each new call received from AnswerForce. Rather than manually copying the details over, why not let Zapier do it for you?
This way, the contact details and message of each caller are recorded by a receptionist. Then, the details are sent directly to your Google Sheets.
Find out how to set this up below:
Respond to leads faster & close more deals
Do you use a job management software like ServiceTitan or Jobber? If so, integrating with your AnswerForce account could be a game changer for your business.
You already have a professional virtual receptionist service who will provide 24/7 support. Because of this, leads will be captured day and night!
Following each call, a ‘zap’ will take the details collected during the call and create a new client in real-time within your Jobber account. This way, your team can prioritize and respond to leads faster.
Not bad, right? It’s easy to set up, just follow Zapiers guide.
Collaborate smarter, not harder
Today, customers expect fast solutions. As such, teams need strong communication and teamwork skills.
Thankfully, the AnswerForce-Slack integration provides a perfect solution. First, AnswerForce will handle the inbound call and chat inquiries.
Following this, the Zapier integration transfers the contact and message details directly into the Slack channel. From here, your team can discuss, manage and resolve customer inquiries.
Sound like a good idea for your business? If so, then check the tutorial below:
Project management made easy
Managing projects is a challenging task, especially when the majority of projects fail to deliver what was promised to the client.
Yet, project management platforms like Trello make it a lot easier. Trello offers a collaborative platform that makes it easy to track the progress of projects.
The AnswerForce-Trello integration improves the process further. It allows customer messages, collected from AnswerForce virtual receptionists, to be directly exported into a project queue.
As an outcome, you will be able to assign team members, deadlines and monitor the progress of your projects. Because of this, it enables accountability and increases the chance of project success.
Above all else, this helps grow your business and stay organized. Check out how to set this integration up by clicking the video below:
Discover more AnswerForce integrations
In addition to Zapier, AnswerForce offers a suite of integrations that can help save your team valuable time. Visit AnswerForce to see every software we can support in order to enhance your business.