What is Zapier?
Zapier is a powerful automation tool that connects thousands of apps and platforms, making it easier to streamline your tasks and processes without the need for coding or technical expertise. By acting as a bridge between applications, Zapier helps businesses improve productivity and reduce manual work. For example, you can use Zapier to integrate Accountable CRM with enterprise-level platforms like HubSpot or Salesforce, ensuring a seamless flow of data across your systems.
Why Do Mortgage Departments Need Their Own Zapier Account?
While Accountable CRM integrates with enterprise-level CRMs and other tools through Zapier, each mortgage department will need its own Zapier "Team" account to enable these integrations. Here are the main reasons why:
Custom Workflows for Your Team: Mortgage departments often have unique workflows that vary by organization. A dedicated Zapier account ensures you can set up and manage these workflows according to your team's specific needs.
Centralized Management: With a Zapier Team account, your department can centrally manage integrations and automations for all loan officers. This ensures consistency and reduces errors caused by fragmented or individual setups.
Scalable Collaboration: A Zapier Team account allows multiple users to collaborate under one account. This means your team can build and manage Zaps (Zapier’s term for automated workflows) together, with permissions and access levels for added security.
Compatibility Across Thousands of Apps: Zapier isn’t "just" an expense for Accountable CRM. It’s a versatile tool that connects with over 5,000 apps, including Salesforce, HubSpot, Gmail, Slack, and Google Sheets. This means that once you have your own Zapier account, you’ll unlock the potential to streamline countless tasks across your organization.
How Much Does a Zapier Team Account Cost?
Zapier offers several pricing plans to suit different business needs. As of this article, the annual pricing for a Team plan starts at approximately $800. This investment ensures you have access to essential features like:
Multi-user collaboration.
Higher task limits (to support more automated workflows).
Premium app integrations, including enterprise tools like HubSpot and Salesforce.
For most mortgage departments, the Team plan provides the right balance of features and affordability.
Why Zapier is Worth It
Zapier is more than just a cost associated with Accountable CRM. It’s a valuable tool for automating repetitive tasks, reducing human error, and saving time across your entire organization. For example:
Automatically update your HubSpot or Salesforce CRM when new leads are added to Accountable CRM.
Send follow-up emails to prospects without manual intervention.
Sync data across thousands of the most popular apps in the world, which you are undoubtedly already using.
Thousands of businesses rely on Zapier every day to power their workflows and improve efficiency. By investing in a Zapier account, your mortgage department gains the ability to integrate not just with Accountable CRM but with the broader tech ecosystem your organization depends on.
Getting Started
To begin integrating Accountable CRM with other tools like HubSpot or Salesforce, you’ll need to:
Set up your Zapier Team account. See pricing page.
Connect Accountable CRM and your preferred apps in Zapier.
Create Zaps that automate tasks and data flows based on your needs.
If you have questions about setting up your Zapier account or creating Zaps, our team is here to help. Reach out through our help desk for more information and support!