Indiegogo's Journey to Automated Lead and Contact Management

Indiegogo is a crowdfunding giant that provides a platform for entrepreneurs to bring their ideas to life. The company deals with a large volume of leads and contacts daily, making efficient management of these contacts crucial for their operations. Collaboration is a core value for Indiegogo, and they are always in search of ways to enhance efficiency. The company has different teams that often ended up working in silos due to the different functions they perform. However, they strive to foster cross-functional collaboration and openness in their data and programs.

Indiegogo, a crowdfunding giant, was grappling with the challenge of managing a large volume of leads and contacts manually. The company was dealing with repetitive tasks that were time-consuming and inefficient. The teams within the company were often siloed, leading to a lack of collaboration and data centralization. The Director of Inside Sales, Garrett Grohman, was dealing with hundreds of campaigns daily, and data entry for these campaigns was a full-time job for two people. Even after using Typeform to gather some of the information, the process was still labor-intensive and time-consuming.

Indiegogo found a solution in Zapier, an app automation tool. Zapier helped automate many of the tedious processes and allowed for data centralization. With Zapier for Team's Shared Folders, collaboration within the company was enhanced as employees could edit and create Zaps—a bridge between two or more apps—together. Indiegogo used Typeform to gather data, which was then used to trigger Zapier to create new users in Intercom, a customer messaging platform. For nurturing leads, a combination of Typeform, Salesforce, and Google Sheets was used. When a lead submitted a Typeform survey, Zapier updated the corresponding opportunity in Salesforce and updated the user's row in Google Sheets. This automation allowed for efficient tracking of lead responses. Furthermore, Zapier was used to automate customer communication, updating subscriber lists and users without human interaction.

• The implementation of Zapier has significantly improved Indiegogo's operational efficiency. The automation of tedious processes has not only saved time but also reduced the risk of human error. The centralization of data has enhanced visibility and accessibility, fostering better collaboration among different teams. The automation of customer communication has ensured that Indiegogo's email list is always up to date, enhancing their marketing efforts. Furthermore, the automation has allowed employees to shift from repetitive tasks to more strategic roles, thereby improving job satisfaction and productivity. Overall, Zapier has helped Indiegogo strengthen their cross-functional collaboration and foster a culture of efficiency.

• Reduced the data entry task from a full-time job for two people to one person's job, and eventually to an automated process, freeing up human resources for other tasks.

• Enabled efficient tracking of lead responses, ensuring no lead is missed or neglected.

• Automated customer communication, ensuring subscriber lists and users are always up to date.