Zapier + Seidat
Automate sales workflows to focus on winning more deals with Zapier – Seidat integration
Plug in Seidat into any of your current Zaps to get rid of manual work phases. Create new automated workflows to boost sales productivity without writing any code.
Why use the Seidat Zapier integration
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8x
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Faster quote process when CRM integration is in use
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-5 h
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Over 5 hours of manual work saved per week
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-0 h
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“Creating offers with the Seidat Zapier automation saves time and minimizes mistakes. When we use Seidat for offers instead of PDF’s (or similar), we are able to create significantly more visually pleasing offers and stand out from our competitors.”
Mikko Happonen, Sales Director, Kuopion Ykköstilit
Example of Zapier automation
This example shows an automated workflow where data is grabbed from CRM to modify or create a presentation in Seidat and the presentation is then attached to a deal in CRM. Once this is done, a notification is sent through email and instant message to keep the sales team updated on the deal status.
A better way to sell with Seidat & Zapier
(and ANY amount of platforms)
Let the integration automatically create sales presentations for you
Set triggers for creating presentation templates. Once a trigger occurs, pre-selected fields are filled and a new presentation link is added to CRM contact or deal.
You can also include input fields in your presentations and enter data into them during sales meetings. That data will move from Seidat to CRM automatically. Combine the automation with other necessary platforms in your sales stack.
Create & send tailor-made proposals with just a few clicks
Move text content from CRM to Seidat by using placeholders. Save hours per rep each week by skipping manual & repetitive parts of personalizing proposals. Even if you don’t have all the info you need in CRM for the proposal at the time, you can edit it afterward in Seidat.
Run AI-based lead magnet campaigns with Seidat Zapier integration
Choose which parts of your lead magnet AI should personalize i.e. title, industry, location etc. Create a new automation in Zapier and set a trigger for sending a lead magnet modified by AI. Track open rates in your campaign and follow up with prospects just at the right time.
Automate internal communication on new sales presentations and templates
Set up an automation that will notify the sales team in Slack or Teams channels once new master presentations or templates have been created. Say goodbye to sales meetings with outdated materials.
I Want to Get a Demo
how integrating Seidat to Zapier could help our daily business.
