Zapiy Platform Tutorials & Feature Updates

Enhancing CRM Efficiency: Better Go-to Links, Faster Navigation, and Unsaved Changes Alert

Enhancing CRM Efficiency: Better Go-to Links, Faster Navigation, and Unsaved Changes Alert

Gloria Briones
Published on: 13/02/2025

A streamlined and efficient workflow is crucial for business productivity. When CRM users can navigate seamlessly, save progress without concerns, and transition between tasks effortlessly, daily operations become more effective. However, disruptions like navigation delays or accidental data loss can hinder efficiency and create unnecessary frustration.

Automation & Workflows
Revolutionizing CRM Communication: WhatsApp Triggers, Actions & Custom Variable Support

Revolutionizing CRM Communication: WhatsApp Triggers, Actions & Custom Variable Support

Gloria Briones
Published on: 12/02/2025

Zapiy's latest WhatsApp integration brings automation, personalization, and efficiency together, transforming the way businesses interact with customers.

Automation & WorkflowsChat AutomationIntegrations
Building Smarter Workflows with Zapiy’s Latest Workflow Builder

Building Smarter Workflows with Zapiy’s Latest Workflow Builder

Gloria Briones
Published on: 28/12/2024

Zapiy's new workflow builder is the best solution businesses are looking for. Step into a new dimension of workflow design with our CRM's revolutionary Infinite Canvas layout. This cutting-edge feature transforms the way you create and manage workflows, offering a flexible and interactive workspace. With improved clarity and a user-friendly interface, it streamlines the automation process, ensuring seamless configuration and enhanced visibility for efficient workflow management.

Automation & Workflows
Revolutionize Your Workflow with the Slim Panel Within Conversations

Revolutionize Your Workflow with the Slim Panel Within Conversations

Gloria Briones
Published on: 23/12/2024

This sleek, right-side panel offers small businesses like yours a centralized, intuitive way to access contact details, appointments, and opportunities—all from within the Conversations module of your CRM.

ConversationsAutomation & Workflows