We have observed that an information pipeline does not always translate into sales or service requests. This is sometimes due to a missing component to launch them into action by bringing visibility and assigning them to a team member for processing and dispatching.
These tasks might be divided into two teams in a modern organization: sales and operations. Although those teams might have a shared file or platform to manage, keeping track of the incoming work reliably and returning the results from operations into numbers might be a long recurrent manual process.
This is especially challenging when your lead generation platforms don’t work in tandem with the operation ones to offer the flexibility you need.
With that in mind, Zapier is a tool that can help connect your current Lead Generation Process (Salesforce, Pipedrive) or turn your notes and cards (Trello, Monday) into Sweven work orders, ready to assign and dispatch.
This is a way to build a bridge between both action and information.
Integrating your platform into Sweven.
To create a pipeline of information to action, we will do a quick configuration using Zapier.
Zapier is a bridge that lets information flows be processed and stored in specialized software, with no extra steps required, saving time and labor.
Please, check out these instructional videos for the software you currently use.
Turn tasks into work orders using Salesforce.
Turn your Pipedrive deals into Sweven’s actionable work orders using Zapier.
There are many more on our YouTube channel, but if you use an integration other than the ones listed, use the same steps as in the video, connecting the respective fields to their Sweven equivalent.
