Zapiy Platform Tutorials & Feature Updates

Lost Deals, Found Answers: Tailor Your Sales Strategy with Custom Insights

Lost Deals, Found Answers: Tailor Your Sales Strategy with Custom Insights

Gloria Briones
Published on: 21/03/2025

Zapiy's Custom Lost Reasons for Opportunities feature allow you to get a real-time picture of your sales pipeline, adjusting your approach before you even encounter similar obstacles in the future.

SalesSmart CRM
Take Control: Instantly Charge and View Customer Payments in Your CRM

Take Control: Instantly Charge and View Customer Payments in Your CRM

Gloria Briones
Published on: 19/03/2025

Zapiy now allows you to integrate your payment processing directly into your CRM. This doesn’t just streamline the process—it creates a seamless workflow, so your team spends less time tracking payments and more time doing what they do best.

Smart CRMPayments & Invoicing
Direct Posts on Tiktok: Streamline Your Strategy with Direct CRM Integration

Direct Posts on Tiktok: Streamline Your Strategy with Direct CRM Integration

Gloria Briones
Published on: 07/03/2025

Direct Posting for Tiktok on Zapiy's Social Planner feature is a one-stop shop that lets you create, tweak, and schedule posts all in one place, saving you from bouncing around between apps. You’ll be able to focus on what really matters—crafting content—while your social strategy rolls on smoothly.

Smart CRMAutomation & WorkflowsSocial Media Manager
Take Control of Your CRM: Everything You Need to Know About Communities Actions & Triggers

Take Control of Your CRM: Everything You Need to Know About Communities Actions & Triggers

Gloria Briones
Published on: 15/01/2025

Communities Actions & Triggers feature is here to revolutionize how you manage your workflow actions. By automating group access and other essential tasks, these features deliver efficiency, precision, high engagement level, and scalability for your business.

Smart CRMTrigger Links