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  5. Salesforce Sales Cloud vs Zapier

Salesforce Sales Cloud vs Zapier

OverviewDecisionsComparisonAlternatives

Overview

Salesforce Sales Cloud
Salesforce Sales Cloud
Stacks2.7K
Followers1.7K
Votes64
Zapier
Zapier
Stacks1.6K
Followers1.2K
Votes114

Salesforce Sales Cloud vs Zapier: What are the differences?

Developers describe Salesforce Sales Cloud as "The world’s #1 CRM sales app". The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy. On the other hand, Zapier is detailed as "Automate tasks between other online services (services like Salesforce, Basecamp, Gmail, and 400+ more)". Zapier is for busy people who know their time is better spent selling, marketing, or coding. Instead of wasting valuable time coming up with complicated systems - you can use Zapier to automate the web services you and your team are already using on a daily basis.

Salesforce Sales Cloud can be classified as a tool in the "CRM" category, while Zapier is grouped under "Web Service Automation".

Some of the features offered by Salesforce Sales Cloud are:

  • Social accounts and contacts- Gain insights from popular social media sites—like Facebook, Twitter, LinkedIn, YouTube, and Klout—right within Salesforce to help you increase productivity.
  • Mobile- Log calls, respond to hot leads, work with opportunities, or check dashboards no matter where you are.
  • Opportunities and quotes- Get details about the deals you and your team are working on–deal stage, products, competition, quotes, and deal team conversations are available via your application, and in real time on your Chatter feed.

On the other hand, Zapier provides the following key features:

  • A Zap is a blueprint for a task you want to do over and over. In words, a Zap looks like this: "When I get a new thing in A, do this other thing in B." The first part is the trigger and the second part is the action. An example is "When I get a new entry from a Wufoo form, create a new lead in Salesforce."
  • You can pick what fields from the trigger service should go to the action service and you can use static text and custom fields too. For instance, you might say that the phone number from your Wufoo form should be the work phone of your new Salesforce lead.
  • Zapier regularly checks your trigger for new data. When the Zap triggers, Zapier automatically performs your action for you. Continuing with the Wufoo scenario, say you receive five new entries. Zapier takes each one and makes a new lead in Salesforce, customized to the way you specified in your Zap.

"Top crm" is the primary reason why developers consider Salesforce Sales Cloud over the competitors, whereas "Sync cloud services" was stated as the key factor in picking Zapier.

Salesforce, CircleCI, and Zillow are some of the popular companies that use Salesforce Sales Cloud, whereas Zapier is used by Typeform, thoughtbot, and Sellsuki. Salesforce Sales Cloud has a broader approval, being mentioned in 702 company stacks & 208 developers stacks; compared to Zapier, which is listed in 241 company stacks and 66 developer stacks.

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Advice on Salesforce Sales Cloud, Zapier

Yisroel
Yisroel

Jul 7, 2020

Needs adviceonMailchimpMailchimpQuickBooksQuickBooksTray.ioTray.io

Hey! We are Raisegiving, a payments platform geared towards helping nonprofits raise money and manage donors. We are looking to give our Users (Admins of nonprofits) the ability to integrate their Raisegiving account with other tools such as Mailchimp and QuickBooks.

Examples of desired use cases:

  • Users should be able to sync Raisegiving audience with their Mailchimp audience, trigger the creation of a new Mailchimp audience based on data from their Raisegiving account.
  • Donations made on our platform should sync with users Quickbooks account.

Does anyone have any helpful insights into the pros and cons of Tray.io vs Zapier?

111k views111k
Comments

Detailed Comparison

Salesforce Sales Cloud
Salesforce Sales Cloud
Zapier
Zapier

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.

Zapier is for busy people who know their time is better spent selling, marketing, or coding. Instead of wasting valuable time coming up with complicated systems - you can use Zapier to automate the web services you and your team are already using on a daily basis.

Social accounts and contacts- Gain insights from popular social media sites—like Facebook, Twitter, LinkedIn, YouTube, and Klout—right within Salesforce to help you increase productivity.;Mobile- Log calls, respond to hot leads, work with opportunities, or check dashboards no matter where you are.;Opportunities and quotes- Get details about the deals you and your team are working on–deal stage, products, competition, quotes, and deal team conversations are available via your application, and in real time on your Chatter feed.;Email integration- Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.;Chatter- Tap into the wisdom of your employee social network. Get the resources you need to close more deals, faster. Find experts, access competitive information, and track deals wherever you are.;Forecasting- Forecasting accuracy has never been this easy. Get in-line editing, override visibility, multi-currency support, custom forecast categories, and a complete, real-time view in to your team's forecasts.;Analytics- Dashboards offer a real-time picture of your business at a glance. Dig deeper with real-time Reports that anyone can create.;Marketing and leads- Optimize campaigns from lead to close, on every channel.;Approvals and workflow- Use Visual Workflow to rapidly design and run any business process with drag and drop simplicity.;Files and libraries- Now it's easier to share files, discuss them, publish the best, and track your content in real-time.;Partner management- Use the Partner Portal to build loyalty, collaborate with your channel, and drive more deals, and connect your Salesforce to your partners' to collaborate on opportunities, leads, and much more with Salesforce-to-Salesforce.;Data.com- Get contacts and company profiles from the leading data sources, right inside the Sales Cloud. Connect with key decision makers faster, easily plan territories, and increase sales and marketing productivity with up-to-date, accurate data.;AppExchange- Extend your success with the AppExchange, the world's leading cloud apps marketplace, with thousands of sales applications, social enterprise tools, and expert services ready to deploy Salesforce.
A Zap is a blueprint for a task you want to do over and over. In words, a Zap looks like this: "When I get a new thing in A, do this other thing in B." The first part is the trigger and the second part is the action. An example is "When I get a new entry from a Wufoo form, create a new lead in Salesforce.";You can pick what fields from the trigger service should go to the action service and you can use static text and custom fields too. For instance, you might say that the phone number from your Wufoo form should be the work phone of your new Salesforce lead.;Zapier regularly checks your trigger for new data. When the Zap triggers, Zapier automatically performs your action for you. Continuing with the Wufoo scenario, say you receive five new entries. Zapier takes each one and makes a new lead in Salesforce, customized to the way you specified in your Zap.;Without any more effort from you, data flows from one service to the other
Statistics
Stacks
2.7K
Stacks
1.6K
Followers
1.7K
Followers
1.2K
Votes
64
Votes
114
Pros & Cons
Pros
  • 43
    Top crm
  • 16
    Powerful reporting
  • 1
    Sales Automation
  • 1
    Email campaigns
  • 1
    Lead Management
Pros
  • 45
    Sync cloud services
  • 34
    Easy setup
  • 15
    Scheduled tasks
  • 8
    Great customer support
  • 6
    Integrates with Trello
Integrations
Box
Box
Conceptboard
Conceptboard
Desk.com
Desk.com
Formstack
Formstack
FreshDesk
FreshDesk
Get Satisfaction
Get Satisfaction
Harvest
Harvest
Hipmob
Hipmob
HubSpot
HubSpot
Jive Social Intranet
Jive Social Intranet
No integrations available

What are some alternatives to Salesforce Sales Cloud, Zapier?

IFTTT

IFTTT

It helps you connect all of your different apps and devices. You can enable your apps and devices to work together to do specific things they couldn't do otherwise.

n8n

n8n

It is a free node based Workflow Automation Tool. Easily automate tasks accross different services. Synchronise data between different apps/databases.

Pipedrive

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

Ghost Inspector

Ghost Inspector

It lets you create and manage UI tests that check specific functionality in your website or application. We execute these automated browser tests continuously from the cloud and alert you if anything breaks.

Streak

Streak

Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

OnePageCRM

OnePageCRM

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.

Highrise

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Integromat

Integromat

It is an easy to use, powerful tool with unique features for automating manual processes. Connect your favorite apps, services and devices with each other without having any programming skills.

Close.io

Close.io

Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.

Odoo

Odoo

It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.

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