A no-code automation platform for small + mid-size teams. You can use Zapier to pass data from one app to another.
Zapier is the most popular integration and automation platform on the market. While they've had competitors arise over the years like Make, Tray, and Workato, they've managed to build one of the most user-friendly interfaces of them all, along with the largest number of deeply supported apps. Not a small feat whatsoever.
If you're using a modern software (take any app listed on our site for the most part), and there's sure to be a Zapier connector. This is pretty baffling when you really think about it.
When comparing Zapier vs Make for example, Make may look more user-friendly and accessible, but we're here to tell you that isn't the case. Make is more powerful with some inline formulas and other logic power features, but that definitely does not make it easier to use. If anything, it's easy to feel quite overwhelmed when first using Make.
Time and time again, in trying Make, we have found ourselves coming back to Zapier. It really can be bent and molded into what it needs to be.
In recent months, Zapier has gone incredibly deep into leveraging AI like OpenAI to rethink and evolve the integration space as a whole. This is something we applaud, and have been quite impressed by.
We're seeing Zapier slowly outgrow even just the integration world, and actually evolve into one of the best no code tools on the market. At the rate they are going with AI, alongside Tables and Interfaces, we wouldn't be surprised if we start seeing Airtable vs Zapier actually come up in the conversation in the future in the No-Code Builder space along with the Database space. For right now though, we'll have to award the winner to Airtable, but that doesn't mean we're not keeping a close eye on what Zapier has up its sleeve.
For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time.
Outfunnel is one of the few tools that we use with absolutely every single one of our customers (we also use it internally here at Efficient App).
If you fill out our "Request Audit" form form for example, you'll get an automatic email sent from us + we'll see the various pages you visited on our site all within our CRM.
Outfunnel essentially takes marketing insights and connects it to your CRM. Tie that in with some automated email for follow-up, and you have an entirely automated start to your sales process.
It even connects with other tools like Calendly, and automatically logs booked calendar invites and the form responses right there within your CRM activity section.
What's most amazing is they take all of these insights and role up a clean "lead score", so you can see what prospects and customers are most engaged.
We couldn't run our business without Outfunnel. They are one of just a few software solutions that we'd even say this for.
Watch the video below to see how we automate our business using Outfunnel 🔥
If integrating tools to your CRM is important to you (as it should be), Outfunnel plays a core role in being that connector for you.
What's great is that Outfunnel is CRM agnostic, so if you're using Copper, Outfunnel works. Using Pipedrive? That works too! HubSpot, Salesforce, and believe it or not, even Airtable! 🤯
Although as a refresher... If you've somehow stumbled upon using Airtable as your company CRM, please read this right now 😅
Are you using Copper and considering buying the business tier for the "Marketing Tools" feature-set? Would you believe us that they are really just white-labeling Outfunnel on the back-end of that?
Yep! So if you're considering the business tier of Copper, it might just be cheaper going directly to Outfunnel (and if you use our link here, they'll know we sent you and enable the email marketing features for your account)
A browser extension that allows you to connect your CRM with LinkedIn in 60 seconds (for teams of all sizes).
Using LinkedIn with any CRM has always been a completely disjointed mess. You're adding people, unsure if they will accept your requests, and then conversations are had there before knowing if they should even be in your CRM.
This is where Surfe comes into play—you can simply continue using LinkedIn to connect and build your lead list like you normally do, but with the added benefit of accessing all of the most important information from your CRM right there within LinkedIn.
What I really appreciate about what the team is doing here is that they are focusing specifically on LinkedIn, to give the best user-experience possible, whereas most integration companies will start narrow and then begin going broader over time (e.g. Zapier + Make + Outfunnel + Whalesync). While this is totally fine (we love those mentioned tools), it just means that there's only so deep they can go into the user-experience and integration depth that focus allows you to do.
So with that said, we're confident in saying that there's no better CRM + LinkedIn integration tool on the market. Surfe is the clear winner. We personally use and pay for them and love it.
In-fact, what I find myself doing is going to events and prioritizing adding people on LinkedIn, because I know if they are there, it's a single click to get them added to our CRM (along with all of our conversations).
One thing I wish they had though was a way to create the lead/person within the CRM when on mobile, because I'd love to do this step when meeting someone cool out at a networking event instead of waiting to get them added to the CRM until after I get back to a computer.
Automatically sync your data across no-code tools like Airtable and Webflow (2-way sync), for teams of all sizes.
Whalesync is PieSync reborn and reimagined (as it was sadly acquired and shutdown by HubSpot).
When it comes to 2-way data syncing between apps, that's where tools like Zapier and Make fall apart.
If you're looking for the most powerful 2-way sync on the market between the apps that Whalesync works best with (e.g. Webflow, Airtable, Notion, and HubSpot, amongst others), then there's no other place to look.
Our Webflow site has actually gotten so complex, that we relied quite heavily on Whalesync to manage all of these apps and listings within Airtable using Whalesync. Efficient App and Efficient Stacks are actually totally separate Webflow sites, so we use Whalesync to connect them through Airtable. It's pretty powerful.
Important note: We do not use Whalesync + Airtable for managing/writing blog posts or any in-depth rich text fields, as Airtable does not allow for inline images or code snippets (and Webflow doesn't allow for "open in new tab" links within rich text fields via their API), so if you have those fields enabled, they will overwrite all of your rich text in-line images/code blocks and you will have to do a backup recovery within Webflow (please learn from our mistakes).
A no-code automation platform for mid + large size teams. You can use Make to pass through and manipulate data from one app to another. (Formerly Integromat)
While at first glance Make may look more user-friendly and visually appealing than that of Zapier with their drag-and-drop interface and animated bubble-like components, it's deceptively complex, yet extremely powerful.
Make is much more than a tool to just pass data from one app to another, it's also a fully-featured data manipulation tool for the data.
Because of that, learning how to use Make effectively is actually like learning a programming language, which is where the initial deception comes from.
The people I know that use Make as their main integration tool, are using it for quite complex data problems, for large companies, and they are often just as technical as a traditional engineer.
If you don't know what an API is, how webhooks function, and how arrays work, you're likely going to struggle with using Make.
For teams of all sizes, drowning in Slack notifications? Use Dispatch to get 2x more done in Slack.
Dispatch was one of those apps that I didn't even think to look for because I never thought I needed it. Until I used it...
Let's be real, Slack is an overwhelming mess. You get mentioned all the time, have tons of DMs, while channels are just popping off left and right at all hours of the day.
So what do you do? You start muting all of the channels, and then you start missing everything. What if you could set simple filters which split your inbox to "Important" and "Other", all while all useless messages got auto-read (archived)?
That's Dispatch. It allows you to work through your Slack environment like email: [e] to archive messages, [h] to snooze them for later. Within the first minute of using it, you'll be wondering why Slack wasn't just built like this from the get-go.
It's like Superhuman for Slack (genuinely, if you're using Superhuman and not Dispatch—go and give it a whirl right now, you'll never be able to go back):
It also has super powerful team collaboration features. Have a shared Slack channel? Cool, @mention your team members and have private side comment threads without the external team members ever knowing.
If you're in any way trying to use Slack for internal or external support (inviting customers/clients), then you must be using Dispatch. Slack wasn't built for that. Dispatch was. Few apps have I actually bought the annual subscription so quickly (within 3 days). It's just magical.