Did you know that retaining customers is more cost-effective than acquiring new ones? It's true—you save money in the long run by giving your customers a pleasant experience. Plus, improving client retention often brings in new leads, too (with five-star reviews and word-of-mouth referrals).
With Zapier, you can automate the processes—like follow-ups and thank yous—that make your customers feel valued and keep them coming back for more.
Table of contents
Stay updated about customers
Knowing where leads are in your sales pipeline means you can ensure a smooth customer journey. This helps reduce churn and increase retention because you can act on the most up-to-date information about your leads and clients.
Use automation to send notifications to one centralized place, ensuring you and your team can take the right next step.
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Send notifications to your chat app
Create MySQL rows for new 123FormBuilder submissions
Send Slack channel messages for new Microsoft Dynamics leads
Send Microsoft Teams channel messages for new Mailchimp subscribers
Send notifications to your inbox or phone
Send SMS messages when new HubSpot contacts are added
Get SMS messages from Infobip for new accounts on Microsoft Dynamics CRM
Want to build your own notification workflow? Discover how to build a custom notification bot for new leads.
Reach out at the right time
Automatically following up with leads means you can scale your outreach efforts without sacrificing the quality of your communications. To keep your business top of mind, send automated check-ins with customers from your email.
You can also add customers who've made a purchase to new email nurtures. That way, you send them content focused on what they want to buy next (or upgrade to) instead of trying to resell them the product they just bought.
Add or update ActiveCampaign contacts with new Stripe payments
Create or update HubSpot contacts from new paid orders on Shopify
Ask customers for feedback
Getting feedback from existing customers can help you improve your product and your buyer experience. Plus, when that feedback comes in the form of positive reviews, it can help you generate new clients.
Set up a Zap that automatically sends emails or surveys to your customers after they make a purchase. That way, the feedback can roll in—without needing to send more messages manually.
Add charged Stripe customers to Mailchimp as subscribers
Send Delighted surveys when deals are updated in Pipedrive
Add new QuickBooks Online customers to Mailchimp as subscribers
Get more tips to improve your customer feedback loops with automation.
Thank customers and clients
By expressing gratitude, you can ensure customers feel appreciated and foster long-term relationships. But when you're maintaining a high-level customer experience, it can be hard to bring on more clients—there just isn't enough time to send every message manually.
Use automation to send thank-you notes, texts, emails, and even gifts, so you can keep bringing in more customers—without sacrificing your customer experience.
Send clients thank-you emails and texts
Send Twilio texts for new HubSpot contact property changes
Add Mailchimp subscribers when new Pipedrive deals change
Send clients thank-you gifts
Add Printfection gift URL to new leads in Salesforce
Send Giftbit rewards for new contact property changes in HubSpot
Discover more ways to automatically thank your customers.
Keep customers coming back with automation
Automation takes the administrative and recurring tasks off your plate. That way, you can maintain a high-level customer experience that keeps your customers coming back—and have more time to grow your business.
