Do you use a CRM, email marketing software, project management tool, Microsoft or Google Suite products, or other software applications in your company’s operations? Connecting your tech tools helps you streamline your workflow, simplify and automate processes, and get the most bang for your buck from every platform.
You might already utilize Zapier to find and connect applications that help you run your business. Now, the Inspect Point app is available on the Zapier marketplace, too, which means you can optimize your workflows from inspection to collection and save time in day-to-day operations.
Better Workflow, Better Results
Simplify and streamline key processes in the field and the office through easy integration between Inspect Point and apps your business is already using from the Zapier marketplace.
- Automate Routine Tasks: Zapier allows you to create automated workflows (AKA “Zaps”) that trigger actions 1) in Inspect Point based on events in another app, or 2) in another app based on an event in Inspect Point. This keeps data up-to-date across platforms, ensures nothing falls through the cracks, and helps you scale your business.
- Easy Setup and Management: No coding skills are required to get the integrations up and running. Zapier’s interface allows you to set up Zaps with a few clicks–and its dashboard provides real-time visibility into your automated workflows so you can easily keep track of all your connections.
- Save Time and Reduce Errors: Eliminate manual data entry and reduce the risk of errors that come with it. With Zapier managing data flow between apps, you can say goodbye to days bogged down by administrative tasks and instead focus on delivering exceptional service.
- Scalability and Customization: As your business grows, these integrations scale with you. Whether you’re managing 10 jobs per week or hundreds, Inspect Point and the connected apps through Zapier adapt to your needs with customizable workflows, ensuring efficiency at any scale.
Connect Your Business Across Platforms
Whether you use CRM systems like Hubspot, marketing tools like Mailchimp, or project management tools like Trello, Zapier connects Inspect Point with thousands of apps to simplify your processes. Complete an inspection and automatically send an email from your CRM. Receive a form submission on your website and automatically create or update the building in Inspect Point. The possibilities are virtually endless. Everything is configured to your business’s workflows and needs, so you can always operate in the way that works best for you and your people.
How It Works
“Zaps” (your automated workflows) trigger actions in one app based on events in another app. For example, you could create a Zap that, when an inspection is completed in Inspect Point, causes your CRM to automatically create a task for the inspection manager to review, create a task for a salesperson to draft a proposal, or send a follow-up email to the customer.
On the flip side, “triggers” in other apps can automate actions in Inspect Point. For example, you could create a Zap that automatically creates a proposal (and related building) in Inspect Point when a deal is created in your CRM.
Available Inspect Point triggers and actions include:
- Triggers
- Inspection complete
- Proposal accepted
- Actions
- Create/update building
- Create a proposal
- Get building details
- Get inspection details
- Get proposal details
Ready to Get Started?
How can you take advantage of the multitude of possible integrations? Connecting different applications within the Zapier marketplace to Inspect Point is simple. These integrations are available to Inspect Point customers on the Platinum tier. (Not Platinum? Learn more about Inspect Point’s Platinum features here.)
All you need is the Inspect Point API key to get started. Just request the API key from support@inspectpoint.com. Then, start integrating and start streamlining!
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Interested in learning more about how Inspect Point integrates with Zapier apps? Book your demo today.
