An Expert Efficiency Duo: Glances and Zapier

It’s no secret that Zapier makes you happier, at least that’s what its customers report. Zapier is a powerful tool to automate tasks and free up valuable employee time. Being able to kick off an action in one app based on the task taken in another app allows your business to streamline tasks in a much more efficient way. Using Zapier cuts down on the volume of repetitive tasks an employee needs to do, which means you are halfway through making your company a super-stealth efficiency machine. Besides just kicking off automated tasks, employees still need to view a complete customer profile in order to have all the related data required to propel their work forward.

That’s why we like to think: if Zapier makes you happier, then Glances enhances.

No matter what app you use, Glances enhances your entire experience when it comes to viewing the data you need and ramping up overall productivity. In many scenarios, moving customer data is not required. Instead, you may just need a little insight into the customer to complete a task, or perhaps you don’t want to set up a zap for each piece of the interaction. With Glances, employees can obtain a full, unfiltered view of your customer from all your apps. No need to set up additional zaps moving data from one app to the other when an employee simply needs to view (or glance – see what we did there?) into another app. Glances works anywhere simply by connecting your desired apps (just once) on glances.com. Here are a few scenarios when Glances and Zapier work hand-in-hand:

Enhance your support team

The customer support team gets an email from a customer who wants to know when you offer coupons. Rather than directing the customer to your website for them to opt in, you want to be able to directly handle the customer’s needs.

With Zapier, Zendesk agents can trigger the customer to be added to a Mailchimp audience.

With Glances, Zendesk agents can confirm if the customer is already in a Mailchimp audience. Additionally, Zendesk agents can see how they have interacted with prior campaigns as well as see data from other connected apps, such as Shopify, JIRA Service Management, Zoho, or Pipedrive.

Enhance your accounting team

Your sales teams are working furiously in Pipedrive to advance potential customers through the sales pipeline. Once they hit a certain stage in Pipedrive, it’s time for your accounting team to step in and send out relevant invoices using Xero.

With Zapier, trigger a zap to create a new Xero invoice when a certain stage is selected in Pipedrive.

With Glances, your accounting team reviews the new Xero invoice and uses Glances to see information not included, such as notes and related files during the sales process in Pipedrive. They also love using Glances to see if this new customer has made purchases in the past and if they have ever interacted with your support team via Intercom to add that personal touch.

Enhance your sales

When a customer reaches your Shopify page and adds an item to their cart, it’s a good indication that they are interested in your product. However, for many reasons, they may navigate away without making a purchase.

With Zapier, trigger a zap so when a new abandoned cart occurs in Shopify, a new lead is added in SugarCRM.

With Glances, sales teams review the customer’s interactions with prior marketing campaigns in Constant Contact and prior orders on Shopify before reaching out to the customer with a personalized email. Armed with the knowledge of the customer’s entire experience with your brand helps them offer actually helpful solutions, increasing your sales and ensuring a more loyal customer.

Try Glances to enhance your workday productivity

Start your free trial to connect your everyday apps and access your data in one easy click or command. Better yet, schedule a demo to see the awesome benefits of Glances in action or ask our team questions.

If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.

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