How Cloudify helped ZegoTech Streamline their contact addition with automation

Project Overview

ZegoTech, a trading company that supplies kitchen and vending machines, faced a major challenge in managing their customer contacts. They were manually adding customer information to their MailChimp account or mailing list of the app, which was a time-consuming and error-prone process. ZegoTech realised that they needed to find a more efficient and error-free way of adding contacts to their database.

The Challenge

What did ZegoTech needed help with?

Our team analysed ZegoTech's current tech stack and business processes they wanted to automate.

ZegoTech was adding customer info manually in their MailChimp account or mailing list of the app. The whole process was time consuming. Thus, they needed help with automating this workflow for error free addition of contacts.

ZegoTech sought help from our automation experts at Cloudify to automate their contact addition process. Cloudify is an automation platform that allows businesses to automate their workflows and streamline their processes. It provides a simple and user-friendly interface that enables users to automate complex processes without any coding skills.

ZegoTech wanted to automate the process of contact addition to save bags of time and effort that they were spending in adding this information manually.

The Solution

How did we approach it?

Our SaaS experts analysed their business requirements before making the integration. The goal was to create something scalable and easy to use. This involved integrating e-conomic to MailChimp.

Cloudify provided an easy-to-implement solution that enabled ZegoTech to automate the process of adding customer information to their MailChimp account or mailing list of the app. This eliminated the need for manual data entry and ensured that the data was added accurately, reducing the risk of errors in their contact database. The solution also provided a seamless integration with MailChimp, making it easy for ZegoTech to manage their customer contacts.

Here’s the workflow: A new draft invoice when created in e-conomic led to the addition of the contact to the mailing list of MailChimp.

Automations delivered - SaaS apps that helped ZegoTech grow:

• MailChimp - The marketing app was integrated to populate the app with customer details and send automated emails.

• e-conomic - The accounting app was integrated to generate invoices and automate invoicing.

The Results

Cloudify helped ZegoTech automate their contact addition process to their MailChimp account, saving time and effort. The process of adding customer information was error-prone and time-consuming. Our experts analysed their business requirements and integrated e-conomic with MailChimp, providing a scalable and easy-to-use solution.

With our integration, whenever a new draft invoice was created in e-conomic, the contact information was automatically added to the MailChimp mailing list. This eliminated the need for manual data entry and ensured accurate contact information in their database. The solution provided a seamless integration with MailChimp, making it easier for ZegoTech to manage their customer contacts.