Zapier > 实例探究 > 利用自动化和 Zapier 简化住宅项目开发

利用自动化和 Zapier 简化住宅项目开发

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适用行业
  • 水泥
  • 设备与机械
适用功能
  • 产品研发
  • 销售与市场营销
用例
  • 施工管理
  • 租赁金融自动化
关于客户
Cottage 是一家专注于住宅项目(尤其是 ADU)开发的初创公司。他们与房主、设计师、总承包商和其他利益相关者合作,简化设计、许可和施工流程。
挑战
Cottage 是旧金山的一家初创公司,希望简化住宅项目(特别是附属住宅单元 (ADU))的设计、许可和施工流程。他们需要与多个利益相关者协调并连接各种工具和流程。
解决方案
Cottage 利用 Zapier 的无代码自动化来收集和集中来自不同工具的数据并简化工作流程。他们使用 Zapier 将 CRM (HubSpot) 与其主要数据管理工具 (Airtable) 以及面向建筑师的文档管理工具 Autodesk Docs 连接起来。他们还在整个设计过程中自动化客户输入并简化了销售流程。
运营影响
  • The use of Zapier has significantly improved Cottage's operational efficiency. The automation of labor-intensive administrative tasks and repetitive processes has allowed the in-house team to focus on strategic work and future planning. The integration of various tools used by different teams has streamlined the company's workflows, improving coordination and communication among team members. The automation of data collection and management has also enabled the company to have a clear aggregate view of their pipeline, aiding decision-making and planning. Furthermore, the use of Zapier's webhooks feature has unlocked a wealth of data previously trapped in Autodesk, providing the company with much-needed flexibility. Overall, the use of automation has allowed Cottage to remain a lean and nimble organization, focusing on growth and innovation.

数量效益
  • Cottage has grown from five employees to 30 since 2020, demonstrating successful scaling.

  • The company is working with hundreds of homeowners on their ADU projects, showing a wide reach and impact.

  • Cottage has managed to integrate multiple tools and software, streamlining their processes and improving efficiency.

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