Increase efficiency with integration and automation using Zapier
Zapier Workflow Automation
Zapier is an automation tool that connects two or more apps together, such as Xero, Gmail, Slack, Pipedrive, Salesforce, Shopify and over 2000 more.
One of the great things about Zapier is that it doesn’t rely on coding or developers to create workflows using its pre-built integrations, known as zaps. Zaps are used to talk to the different software your business uses, to pass data between them which saves hours of work and increases productivity.
We are Zapier consultants, based in London, who support clients worldwide to automate their businesses, increase efficiency and save time.
How we can help you
We will help you to reduce your business running costs and stay agile by using Zapier to connect your tools and automate your marketing, sales, operations and financial administration processes.
We can help you to understand what you should automate and then implement an automation strategy. We will help you create new Zaps, troubleshoot errors and provide training for your team to use Zapier. We can build simple Zapier workflow automations as well as complex multi-step processes with conditional logic.
Think about all the hours you will save by having better, simpler and automated processes!
We are UK-based Zapier Certified Experts which means that Zapier themselves have given us a stamp of approval. Zapier recommend us to their community by listing us on their Experts Directory.
Zapier Workflow Building
We review your business processes and build the most efficient workflows, streamlining your business. We then automate them using Zapier to save even more time and improve productivity.
If you’re having trouble with Zapier errors or getting frustrated connecting your applications then we can help. We have years of experience and can debug even the most complex errors successfully!
We will support your team and help them learn Zapier so that they can build automations themselves. It is a no-code solution where you don’t need a developer to build slick workflows.
How we work
We use sound process improvement techniques and a holistic approach that considers all of your systems and processes. We use a simple but in-depth four-step method to help you understand your current processes, strategise a system and automation improvement plan, execute the changes, and adopt a continuous improvement mindset to review the new processes regularly.
Are you ready to take your business processes to the next level with automation?
Who is behind Solvaa?
We are a team of process improvement and automation specialists headed up by our founder, Kelly Goss. Kelly often speaks at digital skills events and is one of only three Zapier experts asked to speak at the ZapConnect 2021, Zapier's inaugural virtual conference. Kelly is also the author of Automate It with Zapier, the most comprehensive guide on the market about workflow automation with Zapier.
What our clients say about us
Who better to hire than the automation expert who wrote the book!
After migrating almost our entire tech stack last year, we needed help getting some of our existing Zaps mapped and updated. Plus we needed a few new automations added, too. Kelly and I reviewed process maps that I had created. Then her zone of genius kicked in, and she found all the gaps, saw my vision about how I wanted to do things, and strategized on what we needed to make our process more efficient. We now have an end-to-end automation with processes that work well together and do exactly as we expect. Who better to hire than the automation expert who wrote the book! I see a long relationship ahead with Kelly as my business changes and grows.
Kelly has been helping me integrate 4 platforms (Salesforce, ScheduleIt, Fast Field Forms & AirTable) for around 4 months now using Zapier. She has been excellent at understanding the problems and qwerks of the organisation, and identifying solutions or workarounds to achieve the aim. She also has a knack for understanding the key / actual requirements from a garbled verbal description from me of what I think I want! She gets the balance right between doing what is asked, and offering alternative routes to solving the problem. She is also open and honest about what is not achievable rather than saying 'yes, no problem' to everything. Similarly she doesn't try to sell you solutions to problems that don't exist to gain extra revenue. When there have been issues she has willingly engaged with the software developers of the platforms being used, negating the need for me to be a go between. She is extremely contactable and responsive, understanding that some issues need a far more immediate response than others. In summary Kelly is a very knowledgeable, helpful and a great asset to have contributing to your business.
An additional benefit is the coaching I have received from Kelly - I now use her for a very small amount of time compared to the beginning as I now create almost all of my own Zaps and am virtually self-sufficient. Instead of keeping the skill as a 'hidden art' to maintain revenue she has helped me learn it so I now use her just as an ad-hoc problem solver, or someone to bounce ideas off.
Kelly is so good at what she does I literally can't recommend her highly enough! Having embarked on the automation journey I spoke to several people and Kelly by far came across as the most genuine and authentic person. Kelly and I spoke at length about our current systems and how we wanted to improve them, she listened, asked questions and made excellent suggestions. We were excited to get things going and Kelly set our expectations well, she gave clear guidance on timelines and fees and was open and honest throughout. Once things started we quickly realised we wanted more and how beneficial Kelly was to our business. We are still working with Kelly to keep improving things for us and we have further projects that we want her to help us with. Kelly's skill, knowledge and service is impeccable and what she has done for us has saved hours and hours worth of man power allowing our teams to focus on our patients rather than administrative tasks, it's also allowed us to communicate in a much better way with our patients - exactly the results we were after. Meeting Kelly has simply been life-changing for our business and our teams.
Connected our tools and are getting much better data!
I've worked with Kelly on a number of Zapier projects now and can't recommend her enough! Her analytical thinking and problem-solving skills have helped us to find smart solutions to some challenging problems. With Kelly's help we've now automated many of our processes across the tools that we use (Pipedrive, Xero, Slack, Asana being a few). It's not only helped us link up the tools with each other but we are also collecting much more timely and accurate data through the automation.
Our system is now set up for growth.
As CRM Manager I was tasked with getting functionality out of Pipedrive as a system that had been set up initially for a very different product and sales process. I wanted to create effective workflows that could be automated so that essential and repetitive sales tasks were managed by the system, not people. We are a small start-up company and needed to have a system that would do the heavy lifting in terms of the sales process. Kelly offered advice on how to get the best out of the system as well as value for money. She offered a deep understanding of Pipedrive and gave me easy solutions and alternatives to help solve the issues I was having. Introducing me to Zapier for automations and training me in building these automations for each segment of our market. Kelly showed me how best to organise the system that set us up for growth. From the early days of our conversations, Kelly offered me easy quick wins and fixes as well as a plan for utilizing Zapier and other complex elements that were unique to our business.
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Let's work together to discover how we can boost efficiency in your business