Zapier

What is Zapier?

Zapier is the world’s most popular no-code automation platform, connecting over 7,000 apps and services into automated workflows called “Zaps.” Each Zap follows a simple trigger-action pattern: when something happens in one app, automatically do something in another.

What makes Zapier powerful isn’t just the breadth of integrations — it’s the ability to chain multiple actions together with filters, delays, and conditional logic, creating sophisticated business automations without writing a single line of code.

How We Use Zapier

At Momentum Group, Zapier is one of our go-to tools for building the automation layer of our clients’ tech stacks:

Lead capture and CRM automation — When a lead fills out a form on your website, Zapier instantly creates a contact in your CRM, sends a Slack notification to your sales team, adds them to an email nurture sequence, and logs the interaction in your tracking spreadsheet. All automatically.

Marketing workflow automation — We connect your marketing tools so that blog posts automatically get shared to social media, email subscribers get segmented based on behaviour, and campaign performance data flows into your dashboards.

Operations and admin — Invoice created in Stripe? Zapier logs it in Xero, notifies the client, and updates your project management tool. New employee onboarded? Zapier provisions their accounts across Google Workspace, Slack, and your other tools.

Customer onboarding — We build automated onboarding sequences that welcome new customers, schedule follow-up tasks, and ensure nothing falls through the cracks.

When to Choose Zapier

Zapier is ideal when you need to:

• Connect existing tools — Your apps don’t talk to each other and you’re doing manual data entry
• Automate repetitive tasks — Anything you do more than twice should be automated
• Move fast — Zapier automations can be built and deployed in hours, not weeks
• Empower non-technical team members — Your team can understand and modify workflows themselves