Company
Date Published
Author
Joey Blanco
Word count
724
Language
English
Hacker News points
None

Summary

The challenges of customer support are mitigated by the camaraderie and collaboration that naturally develops within successful teams. Streak's growth and customer success team, led by Andrew Stewart, leverages Zapier to automate manual tasks and build connections between teams. By using Shared Folders in Zapier for Teams, they can share folders with entire departments or specific team members, making collaboration efficient and easy. The team automates tasks such as creating new leads, accounts, tickets, and sending contacts to drip marketing tools, streamlining their workflow. They also use Zaps to automate updates whenever a Box updates its stage, such as when a bug is fixed, triggering an email notification to the support team. Additionally, they create multi-step Zaps that link customer requests to their Boxes, building complete profiles of customers, and streamline new employee training by creating existing Zaps for new employees to learn from.