Automational Enhances Small Business CRM and Marketing Automation Suite with Zapier Integration

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New integration enables connections to more than 500 web apps, including Shopify and QuickBooks, allowing SMBs to amplify the value and usability of their sales and marketing data

Automational, a sales and marketing technology platform that is 100 percent tailored for small business, announced its new integration with Zapier – a leading integration-platform-as-a-service (iPaaS) for non-technical users to integrate their most frequently used applications. The integration allows Automational’s users to leverage customer data from existing tools like Shopify, QuickBooks, and Survey Monkey to create powerful, personalized marketing campaigns. Automational users will also be able to integrate their accounts with common small business solutions like Unbounce, Wufoo, Gravity Forms, Freshbooks, BigCommerce, FullContact, and more. Combatting the inherent inefficiencies in working with disparate business tools, this integration with Zapier now allows Automational’s small businesses customers to more easily consolidate and leverage their valuable data from multiple solutions.

In addition to these pre-built connections (known as “Zaps” within the Zapier platform), Automational users will also now have the option to easily create their own connections to more than 500 web applications, such as various spreadsheet, project management, and marketing tools. This enables Automational customers to more quickly incorporate their self-made ecosystem of technology resources with Automational’s CRM, email marketing, and marketing automation platform.

“Small businesses have a long list of tools they use on a day-to-day basis, which can be especially daunting to manage for those trying to enhance their marketing efforts,” said Nate Kristy, vice president of marketing at Automational. “Our new integration capabilities will allow all of our small business clients to consolidate necessary information in one place. For a small business owner, there’s no better feeling than uncovering a new process that saves time while improving customer engagement, and we’re thrilled to deliver this value to our clients.”

Given small businesses’ limited resources, the ability to improve the performance of marketing efforts and discover time-saving efficiency through improved sales processes creates a competitive advantage. During a six-month beta-test using Automational and Shopify, one e-commerce retailer experienced a 30 percent increase in online leads and a $20,000 increase in revenue. Leveraging its customer data from Shopify through Automational, the niche retailer was able to create powerful and effective personalized marketing campaigns.

“Automational gives us a place to hold all of our customer data – to effectively manage our email marketing campaigns, web tracking analytics, Web forms, and customer surveys,” said Miles Tinsley, Automational customer and co-founder at The Ole Bull Co. “Before Automational, our team had nowhere to store our data. That made it hard to keep specific data points on customers - things like age, gender, birthday, and purchase history. The ability to bring all of that functionality onto the same platform inside of our CRM was huge for us.”

To learn more about Automational’s latest integrations, small businesses can sign-up for a 15-day free trial or schedule a personal demo at


About Automational
Automational is a sales and marketing technology that is 100% tailored for small business, empowering small business owners and employees to unleash their potential as a smart marketer. Leveraging the power of ClickDimensions’ enterprise-grade technology within a platform designed specifically for SMBs, Automational helps automate sales processes and marketing campaigns that strategically engage existing customers, qualify prospects, organize data, and nurture leads, ultimately driving more sales with greater efficiency.

With Automational, small business owners and employees can continue to do what they do best – run their businesses – while finding comfort in knowing that no sales opportunities are falling through the cracks or passing them by. To learn more, visit and follow @Automational on Twitter.

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