Zapier > 实例探究 > 自动化工作流程和标准化数据:Customer.io 案例研究

自动化工作流程和标准化数据:Customer.io 案例研究

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技术
  • 应用基础设施与中间件 - 事件驱动型应用
  • 平台即服务 (PaaS) - 应用开发平台
适用行业
  • 设备与机械
  • 公用事业
适用功能
  • 销售与市场营销
用例
  • 零售店自动化
  • 时间敏感网络
服务
  • 系统集成
关于客户
Customer.io 是一个应用程序参与平台,可帮助营销和增长团队自动向客户发送消息。他们依靠多种不同的应用程序来完成日常任务。
挑战
Customer.io 需要一种方法来消除重复工作并标准化多个部门的不同格式的数据。
解决方案
Customer.io 为 Teams 及其共享文件夹实施了 Zapier,以实现工作流程自动化并促进协作。他们还使用 Zapier 的 Formatter 和 Webhooks 工具来标准化数据并与其他业务应用程序集成。
运营影响
  • The implementation of Zapier for Teams and its Shared Folders significantly improved the operational efficiency at Customer.io. The tool allowed team members to create their own automated workflows, fostering collaboration and eliminating redundancy. The use of Formatter and Webhooks tools helped standardize data from different apps, making it easier to analyze and report. The automation of tasks such as lead assignment and form entry standardization increased productivity and fairness. Furthermore, the shared responsibility in using Zapier for Teams enhanced understanding among team members about how different processes work, promoting transparency and accountability. The team could easily trace the business and human logic back to a goal, making it easier to understand why something works a certain way.

数量效益
  • Elimination of duplicate work, saving time and resources

  • Standardization of data from multiple apps, facilitating analysis and reporting

  • Automation of tasks such as lead assignment and form entry standardization, increasing productivity

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