At DataTools Pro, we’re always on the lookout for ways to streamline processes and retain knowledge to feed into our AI brain! We are obsessed with hacking cross team knowledge which is why we have chosen to innovate new ways to manage metrics with Zapier and DataTools Pro. Zapier has become an essential tool for automating our own internal workflows and ensuring that our team is always in sync with as little human intervention as possible.
Zapier: Automating Knowledge Flow Across Apps
Zapier is a powerful workflow automation platform that connects over 4,000 apps, allowing us to create seamless data flows without custom coding. For us, this means we can push critical metrics from various sources into DataTools Pro with just a few clicks. Whether it’s Salesforce, Google Sheets, or Tableau, Zapier helps ensure that all of our metrics definitions and changes are automatically centralized in one place: our Metrics Glossary in DataTools Pro.
This process not only saves time but also ensures that our knowledge retention efforts are smooth and consistent across all platforms.
How We Use Zapier internally at DataTools Pro
Lead Intake and Activation Funnel
Internally, we’ve integrated Zapier to manage our intake, activation and onboarding of DataTools Pro users across our website, app, and Salesforce. With Zapier we are running an ultra simple Salesforce org where our business process flow for lead intake exists in Zapier, not Salesforce.
As a result of our approach:
- We don’t have dupe lead problems
- All web forms and activities are captured and retained
- Our marketing automation – emails are aligned and captured
- Our entire end to end activation journey across 4 disparate clouds are in sync with clean data
- Our Salesforce management and development costs are extremely low.
- Returning users, customers, and prospects are routed and logged as activities
Risk we acknowledge
Zapier is a single point of failure to connect prospects and clients to activation. However, Zapier has sophisticated logging, debugging, alerting and replay capabilities, that you need to properly manage your onboarding funnel. There is no concept of “build and pray” that our critical pipelines don’t fail at DataTools Pro.
Metrics Management
We have just started scratching the surface of our brand new Zap for DataTools Pro, allowing our users to connect any app into Zapier. The first iteration of this integration allows Zapier to push metrics directly into our centralized Metrics Glossary. The flexibility of Zapier’s workflows will ultimately allow us to synchronize new metrics across knowledge management platforms. DataTools Pro will handle monitoring, change management and integration across business and analytics teams. Zapier handles distributing that knowledge to the productivity tools that you are already using!
A Simple, Powerful Approach to Knowledge Retention
By connecting our Metrics Glossary to Zapier, we’ve removed a significant pain point: the manual labor of gathering and syncing information across platforms. This automation gives us more time to focus on what matters—delivering value to our customers. With Zapier handling movement of data, our team can stay razor focused on driving education, utility and value to our DataTools Pro users. The next horizon for us is fully automating our metrics, roadmap, prioritization, and knowledge distribution as we ship DataTools Pro features!
