Connecting Business Pilot to more than 9,000+ Apps
Zapier is an automation platform that helps businesses to automate workflows to save time and increase efficiency
See a few ideas of how installers use it below
MailChimp
Every new enquiry in Business Pilot is added straight to your Mailchimp list, so no lead is missed off your email marketing.
Trustpilot
When a job is marked complete, a review request goes out through Trustpilot while it’s still fresh in the customer’s mind.
Facebook Ads
A lead fills in a Facebook ad form and it lands in Business Pilot as a new enquiry automatically, no manual entry.
Google Ads
Key milestones, from enquiry to sale, are sent back to Google Ads as offline conversions, so ad spend is measured against real outcomes.
Email and SMS
Enquiries near a showroom automatically get an email or SMS inviting them in.
Zoom
When a survey or appointment is booked in Business Pilot, a Zoom meeting is automatically created and the link sent to the customer.
What's a Zap?
Zapier connects apps together using Zaps, the connectors that link Business Pilot to the other systems you use.
A Zap works in two parts. A Trigger fires when something happens in one system (a new enquiry, a new contract). An Action then happens in another system as a result.
They take minutes to set up and need no code.
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What does it cost?
Zapier has a free plan and paid plans that scale with how much you use it.
Pricing is based on how many tasks you run each month, so the exact cost depends on your usage.
As part of our free trial, we will send a whole series of how to videos to help you get to grips with the Business Pilot Installation company CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call us on 0333 050 7506 or use the live chat facility.