Connecting Fire Protection & Life Safety Softwares
Inspect Point’s integration with Zapier empowers you to leverage the power of the Zapier marketplace. Connect your Inspect Point instance to platforms like Zoho, HubSpot, Google, and more to automate workflows, increase efficiency, and boost profitability.
Supercharged Productivity
Forget tedious, manual administration. Zapier saves valuable time with workflow automation.
Trigger a workflow when an inspection is complete
Automate any number of workflows once an inspection is complete: trigger an email notification, create a task for your sales team, and deploy a ‘thank you’ email to your customer. Whatever you’re doing manually, Zapier can help streamline it.
Automate next steps after an accepted proposal
Once a customer signs a digital proposal in Inspect Point, you can automate the next step with Zapier. That includes generating a task for a service manager to review the proposal and order parts, sending an email to your customer to initiate the scheduling process or confirm acceptance, creating a reminder to ensure the work gets scheduled, and more.
Create or update new buildings in Inspect Point
Use this Zapier action to create or update a building as needed. For example, your website’s new business request form could create an equivalent building in Inspect Point.
Automate proposal creation in Inspect Point
With this Zapier action, you can create a proposal and sync data points between Inspect Point and your CRM, whether that’s Hubspot, Salesforce, Zoho, or any platform in the Zapier ecosystem.
From Inspection to Collection
Say goodbye to double entry or outdated, out-of-sync data. Our Zapier integration helps keep everything up-to-date and automates critical workflows.
Integrating With Zapier
Benefits to Your Business
Connect Inspect Point to other platforms for seamless synching to save you valuable time.
Increase revenue by automating sales workflows
With features like automating proposal creation or triggering critical tasks or reminders, Inspect Point’s Zapier integration helps you get proposals out the door fast and stay on top of statuses to close more business quickly.
Optimize internal workflows
Manual task management and follow-up are inefficient and prone to error. With Zapier, automate to-do’s with dependencies on variables like inspection completion or proposal acceptance, which boosts efficiency and ensures nothing is missed.
Ditch double entry and keep systems in sync
Don’t waste time on tediously updating data points between platforms. Zapier apps help you keep platforms in sync so data stays accurate and you save time.
Streamline customer communication
Cross manual customer communication off your to-do list! Want to create a great impression by automating a post-inspection update email or a note with the following steps after your customer accepts a proposal? With Zapier, it’s all possible.
Efficiency First: Inspect Point & Zapier!
Streamline your workflows effortlessly. Discover the power of combining Zapier and Inspect Point.
Zapier FAQ
Your Questions Answered: Understanding the Zapier App
What triggers and actions are available in Zapier?
We’re continuously building our Zapier app capabilities. ‘Triggers’ include inspection completion and proposal acceptance, and ‘actions’ include the ability to create or update a building in Inspect Point or create a proposal.
Is this an add-on or extra cost?
Nope – as long as you’re on our ‘Platinum’ tier, which includes access to our API, you can use Inspect Point’s Zapier app for no extra charge. Unlike other providers, we’re transparent about pricing and will never nickel and dime you. Some use cases on the Zapier side may require you to be on a paid plan with Zapier, but as long as you’re on Inspect Point’s Platinum plan, you’ll have access to all of our Zapier capabilities!
What apps can I connect to in the Zapier store?
Inspect Point’s Zapier app is compatible with any product in the Zapier marketplace! Popular options include Hubspot, Zoho, Salesforce, and other CRMs and email tools like ConstantContact or Mailchimp.