Zip In To Zap That

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Business Pilot users have been encourage to zip-in and grab a huge update to the window business management software that now has interactions with thousands of popular Apps in what are called ‘zaps’.

The update allows window companies more opportunities than before to improve efficiency and create the best user journey possible for their customers who have become used to being in constant contact with suppliers.

Launched live online to audiences on Facebook and YouTube on 3 May 2024, Business Pilot unveiled its new Zapier integration. In short, the development that will allow users to link the Business Pilot Software to virtually any other application. Users can create automated tasks, and leverage the functionality of other applications from within Business Pilot.

 

Improving installers’ lives

“When we launched, our over-riding aim was to improve the lives of installers,” says MD Elton Boocock. “This directly led to linking software such as Tommy Trinder, Windowlink, FENSA and Xero via APIs [Application Programming Interface] which allows users to easily integrate third-party software into Business Pilot, without the need for double data input.

“Zapier takes this idea to a whole new level, as this one update can link Business Pilot to more than 7,000 Apps.”

 

New contacts populated

As an example, Boocock explained at launch how, thanks to the Zapier integration, new customer contacts added via Business Pilot can be added automatically to a Mailchimp distribution list, at the same as being added to a Google Sheet. “When you have a ‘Trigger’ in one App and an ‘Action’ in another App, this is known as a ‘Zap’,” Boocock said. “When a Zap runs, it is known as a ‘Task’. By creating Zaps and running Tasks, you can construct a world where operations are carried out more efficiently, saving you money in the process, all while improving the customer journey.”

 

Added benefits

During the live webinar, Remi Gruszka from Smart Vision Systems explained the successes he’d had beta-testing the software. He said: “We have been using Zapier to integrate a lot of our tools and a lot of our internal systems. We can now take the central database that we’ve built within Business Pilot – all the contacts, the leads, the purchase orders – and push it into other systems, to create extra benefits.

“We can push those details into a custom reporting system and into a web platform that pushes updates through to customers. It basically creates a customer journey that we have always wanted to develop fully.

“It has also saved us a lot of time because we don’t have to double-input all that information, which also removes the opportunity for errors creeping into the system.”

 

Instant updates

Gruszka adds: “One Zap we really like is the phone integration which means the second a new contact gets created in Business Pilot, it automatically pushes it into Zapier’s phone system. We’ve had customers who have submitted an online form and followed it up with a phone call. We’ve picked up the phone and answered using their name. And it’s absolutely blown their minds that we know their name just 30 seconds after they had imputed them.”

 

Picture: Business Pilot works with thousands of Apps via the Zapier integration.

www.businesspilot.co.uk

Article written by Cathryn Ellis
21st May 2024

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