01
A lead from the website reaches the CRM and the manager
Before requests from the form land in a mailbox, someone copies them into the CRM in the evening, and part of them is answered a day late.
After the moment the form is sent, Zapier creates the contact and the deal in the CRM, adds a row to the spreadsheet and sends the manager a message with the customer's name and question.
02
A payment closes the deal and opens the paperwork
Before the accountant checks Stripe by hand, the manager changes the deal stage by hand, and the welcome email goes out when someone remembers.
After a successful payment moves the deal to paid, creates the invoice in Xero, adds the customer to the Mailchimp list and starts the welcome series without anyone touching it.
03
A Ukrainian service that Zapier does not know about
Before orders live in a Ukrainian CRM that is missing from Zapier's catalogue, so the sales links built for foreign tools do not see them at all.
After the CRM sends each new order to Zapier's inbox address for incoming signals, and the same links that already serve HubSpot or Pipedrive pick it up: spreadsheet, messenger, mailing.
04
Zapier has become too small for the task
Before one link with a dozen steps eats most of the monthly task allowance, runs are held until the next month, and every new condition means one more fragile step.
After this one link is rewritten as our own service that does the whole chain in a single run, while the simple links stay in Zapier and the task limit is no longer a problem.