Home Crowd Integrations Zapier Integration: Streamlining Workflows for Crowd Users

Zapier Integration: Streamlining Workflows for Crowd Users

Last updated on Apr 15, 2024

Key Points.

  • What is Zapier?

  • Three Key Use Cases

  • Streamlined Use Cases

What is Zapier?

Zapier acts as the universal remote for apps, connecting various tools to work together seamlessly without manual effort. It simplifies the integration experience, allowing users to automate tasks between different applications without the need for coding expertise. Zapier serves as a time-saving tool, making workflows move automatically and enhancing overall efficiency.

Why Zapier with Crowd?

Zapier plays the role of the backstage crew for Crowd, automating tasks and optimizing how Crowd interacts with other tools. It transforms the manual juggling of tasks into automated connections (Zaps), creating a more user-friendly experience. With Zapier, users can have a tech assistant that follows instructions, making Crowd even more efficient and interconnected.

Three Key Use Cases:

  • Automated Notifications:

    • Scenario: Set up automatic alerts and notifications via Zapier.

    • How It Helps: Keep teams instantly informed about new test responses without the need to check Crowd continually.

  • Effortless Data Sharing:

    • Scenario: Seamlessly share data between Crowd and other tools.

    • How It Helps: Create a central hub for user insights by syncing CSAT and NPS feedback with CRM or customer engagement platforms.

  • Streamlined Workflows:

    • Scenario: Eliminate manual updates by syncing Kanban boards with project management systems.

    • How It Helps: Achieve a synchronized and efficient workflow by ensuring changes reflect across various tools used by users.

Streamlined Use Cases:

These are possible tools that crowd users can find useful on zapier based on specific crowd features.


  • Google Calendar/Calendly:

    • Scenario: Automatically create a calendar event when a new session is completed.

    • How It Helps: Keep team calendars updated for easy scheduling and coordination.

  • Slack:

    • Scenario: Send a Slack notification with session details.

    • How It Helps: Maintain instant team awareness about completed sessions, promoting real-time communication.

  • Zoom:

    • Scenario: Automatically schedule a Zoom meeting for upcoming sessions.

    • How It Helps: Streamline the process of setting up virtual meetings for moderated sessions.

  • Google Drive:

    • Scenario: Save session recordings to a specific folder in Google Drive.

    • How It Helps: Organize and centralize all session recordings for easy access and sharing.

  • Twilio:

    • Scenario: Send SMS notifications about upcoming sessions.

    • How It Helps: Ensure participants receive timely reminders and instructions for their sessions.

  • Airtable:

    • Scenario: Populate an Airtable base with session details for comprehensive reporting.

    • How It Helps: Use Airtable's versatile features to create custom reports and analytics for testing sessions.


  • Google Sheets:

    • Scenario: Add a new row for each unmoderated test response.

    • How It Helps: Log test responses in a structured manner for easy tracking and analysis.

  • Slack:

    • Scenario: Send a notification to a Slack channel for each new test response.

    • How It Helps: Keep the team instantly informed about unmoderated test activity.

  • Discord:

    • Scenario: Send a notification to a Discord channel for each test response.

    • How It Helps: Foster team communication and collaboration through Discord for unmoderated tests.

  • Notion:

    • Scenario: Add a new page or task for each unmoderated test response.

    • How It Helps: Centralize test response information within your Notion workspace for easy reference.


  • Google Sheets:

    • Scenario: Automatically log new CSAT and NPS feedback responses in a Google Sheet.

    • How It Helps: Create a centralized database for both CSAT and NPS responses, making it easy to analyze trends and gather insights.

  • Intercom:

    • Scenario: Log new CSAT and NPS feedback responses as conversations in Intercom.

    • How It Helps: Consolidate both CSAT and NPS data within your customer messaging platform for streamlined communication.

  • Smartsheet:

    • Scenario: Add new CSAT and NPS feedback responses as rows in Smartsheet.

    • How It Helps: Utilize Smartsheet's project management features to organize and act on both CSAT and NPS feedback.


  • Jira:

    • Scenario: Create Jira issues for new bug reports submitted via Crowd.

    • How It Helps: Streamline the bug-tracking process by integrating directly with Jira, a widely used project management and issue-tracking tool.

  • GitHub:

    • Scenario: Open new GitHub issues for bug reports received through Crowd.

    • How It Helps: Seamlessly connect Crowd with your development workflow, allowing for efficient bug management using GitHub's issue tracking.

  • Asana:

    • Scenario: Generate new tasks in Asana for bug reports submitted via Crowd.

    • How It Helps: Organize and prioritize bug fixes within your project management system, enhancing collaboration and tracking.

  • Trello:

    • Scenario: Create Trello cards for new bug reports received through Crowd.

    • How It Helps: Manage and track bugs visually on Trello boards, facilitating agile bug resolution workflows.

  • Zendesk:

    • Scenario: Generate new Zendesk tickets for bug reports submitted via Crowd.

    • How It Helps: Integrate Crowd with your customer support system, allowing for comprehensive management of bug-related queries and resolutions.


  • Product-board:

    • Scenario: Create new feature ideas or items in Product-board for feature requests submitted via Crowd.

    • How It Helps: Streamline the process of collecting and managing feature requests, allowing for organized collaboration and prioritization.

  • Aha!:

    • Scenario: Create new ideas or features in Aha! for feature requests received through Crowd.

    • How It Helps: Integrate Crowd with Aha! to streamline the process of capturing, evaluating, and planning new features.

  • Slack:

    • Scenario: Send feature requests to a designated Slack channel for immediate team visibility.

    • How It Helps: Foster real-time communication and collaboration by integrating feature requests directly into your team's Slack workspace.

  • Canny.io:

    • Scenario: Log feature requests in Canny.io for a centralized platform to collect, prioritize, and engage with users about upcoming features.

    • How It Helps: Leverage Canny.io dedicated platform for transparently managing feature requests, allowing users to upvote and comment on ideas.


  • Trello:

    • Scenario: Automatically create new Trello boards for each Kanban board initiated in Crowd.

    • How It Helps: Enhance project management and collaboration by syncing Crowd Kanban board creation with Trello.

  • Asana:

    • Scenario: Generate new projects or boards in Asana for each Kanban board created in Crowd.

    • How It Helps: Streamline task management and team collaboration by integrating Crowd Kanban board creation with Asana.

  • Jira:

    • Scenario: Create new boards in Jira for each Kanban board initiated in Crowd.

    • How It Helps: Facilitate agile project management by synchronizing Crowd Kanban board creation with Jira.

  • Monday.com:

    • Scenario: Add new boards to Monday.com for each Kanban board created in Crowd.

    • How It Helps: Improve workflow and team collaboration by integrating Crowd Kanban board creation with Monday.com.

  • ClickUp:

    • Scenario: Generate new lists or boards in ClickUp for each Kanban board initiated in Crowd.

    • How It Helps: Enhance task organization and collaboration by syncing Crowd Kanban board creation with ClickUp.


  • Google Docs:

    • Scenario: Automatically create a new Google Docs document for each document created in Crowd.

    • How It Helps: Streamline document creation and collaboration by syncing Crowd document creation with Google Docs.

  • Microsoft Word:

    • Scenario: Generate new Microsoft Word documents for each document created in Crowd.

    • How It Helps: Ensure compatibility with Microsoft Office and maintain a synchronized workflow for document creation.

  • Dropbox Paper:

    • Scenario: Create new documents in Dropbox Paper for each document initiated in Crowd.

    • How It Helps: Leverage the collaborative features of Dropbox Paper for seamless document creation and team collaboration.

  • Notion:

    • Scenario: Add new pages or documents to Notion for each document created in Crowd.

    • How It Helps: Enhance collaboration and organization by integrating Crowd document creation with Notion's flexible workspace.

  • Quip:

    • Scenario: Generate new documents in Quip for each document created in Crowd.

    • How It Helps: Foster collaboration and communication by syncing document creation in Crowd with Quip's collaborative platform.

Streamlining Data Flow:

The Zapier integration with Crowd offers a pivotal advantage in ensuring the seamless flow of data between Crowd and various preferred applications. This capability significantly enhances the efficiency of user testing and feedback processes. Here's how it works:

  • Synchronizing User Feedback: The integration facilitates the effortless synchronization of user feedback collected in Crowd with project management tools. This ensures that insights and findings from user tests are seamlessly integrated into the broader project workflow, enhancing collaboration and decision-making.

  • Updating Customer Profiles: With Zapier, user data collected through Crowd can be automatically updated in Customer Relationship Management (CRM) systems. This ensures that customer profiles remain current and reflective of the latest interactions and feedback, providing a more comprehensive view for customer-centric decision-making.

  • Integrating Testing Data with Analytics: Testing data generated in Crowd can be smoothly integrated into analytics platforms through Zapier. This integration streamlines the analysis of user behavior, preferences, and trends, empowering organizations to derive valuable insights for strategic decision-making.

Automated Workflows for Effortless Testing:

Zapier introduces automated workflows that seamlessly integrate with Crowd, offering an effortless testing experience. This automation streamlines tasks, sends timely notifications, and triggers follow-up actions after user tests. The benefits include:

  • Time Savings: Automated workflows save valuable time by eliminating the need for manual intervention in repetitive tasks. This is particularly advantageous in the context of user testing, where efficiency and speed in processing feedback are crucial.

  • Timely Notifications: Zapier enables the automatic generation of notifications based on specific events in Crowd. For example, when a user completes a test, the integration can trigger notifications to relevant team members, ensuring that everyone stays informed in real-time.

  • Error-Free Processes: By automating workflows through Zapier, the risk of errors associated with manual data entry and task execution is significantly reduced. This ensures a more accurate and reliable testing process.

No-Code Forms and Database Integration:

Zapier's expansion into no-code form creation and database solutions complements its core integration capabilities, providing additional flexibility for users. In the context of Crowd, this introduces new possibilities:

  • Seamless Form Connections: The no-code form creation tool allows users to connect Crowd with custom forms effortlessly. This means that data collected through these forms can seamlessly integrate with Crowd, providing a unified data collection experience.

  • Effortless Data Gathering: Users can gather additional user data without the need for complex coding. The no-code approach simplifies the process of collecting diverse information during user tests, enhancing the depth and breadth of insights.

  • No-Code Database Integration: With Zapier's database solution, user data can be stored in a no-code database, creating a centralized repository. This not only streamlines data storage but also offers a more accessible and organized approach to managing user information.