In today's fast-paced business environment, efficiency is key. That's why we're excited to announce our seamless integration with Zapier, a leading automation tool that connects thousands of apps to make your workflow smoother than ever. The integration is currently in closed beta and in use with a number of our customers. We are planning to launch it soon to make it available publicly.
Understanding Zapier: Bridging the Gaps in Your Workflow
Zapier operates on the principle of automation through "Zaps." A Zap is a connection between two or more apps, triggered by a specific event, which then triggers a predefined action in another app. Essentially, Zapier allows you to automate repetitive tasks and focus on what matters most – growing your business.
Unleashing the Power of Raized.ai’s Zapier Integration
As part of our commitment to providing a comprehensive user experience, we've integrated the our deal flow discovery with Zapier, offering you flexibility and control over your startup discovery and data management processes. With our programmatic approach, you can now seamlessly export data, inject information into your CRM, and even initiate personalized communication with newfound startups – all without manual intervention.
Use Cases of Our Zapier Integration:
- Export into a Spreadsheet: Effortlessly export data from the XX platform into a spreadsheet, enabling you to conduct in-depth analyses and gain valuable insights into your startup ecosystem.
- Pipedrive Deal Funnel Integration: Inject relevant information about new startups or SmartLists directly into your Pipedrive deal funnel, streamlining your lead management process.
- Automated Communication: Trigger customized email communications to the founders of startups identified as relevant, fostering efficient and personalized outreach strategies.
Trigger-Based Automation: Streamlining Your Workflow
Our Zapier integration introduces several triggers that replicate the most common activities and events on Raized.ai’s startup discovery platform. These triggers include:
- New Startup: Triggered when a new startup is added to a SmartList, keeping you in the loop about the latest additions to your curated lists.
- New SmartList: Activated when a new SmartList is created, ensuring you stay informed about the evolving criteria and focus areas within your startup discovery process.
- New Startup in Opportunities: Alerts you when a new startup appears in the selection Opportunities, providing timely insights into potential business prospects.
- New Startup in Watchlist: Informs you when a new startup is added to the Watchlist, allowing you to closely monitor specific startups of interest.
- New Startup in Selection: Triggered when a new startup appears in a given selection, enabling you to track startups based on predefined criteria.
Take control of your startup discovery and data management processes with our platform's integration with Zapier. Empower your team with automation, save valuable time, and focus on what you do best – driving your business forward. Explore the endless possibilities of seamless integration today!
Find more information:
- Step-by-step guide on how to setup the Raized.ai Zapier integration
- Use Case 1: Create a new entry in a spreadsheet when a startup is added to a list
- Use Case 2: Get Slack notifications for a new smart list This zap creates a slack message when a new smart list is added to your account.
- Appendix: Data fields with examples