Zapier

Zapier consulting and automation

Zapier workflows that connect your tools and remove repetitive work.

We design and maintain Zapier automations that keep your CRM, inboxes, forms, and project tools in sync so your team is not stuck copy pasting data every day.

  • Lead, deal, and client flows across forms, email, CRMs, and project tools.
  • Back office automations for handoffs, notifications, and status updates.
  • Zapier powered workflows that work together with Make.com and ClickUp setups.
Let''s Zap it now

We build inside your Zapier account, document everything, and keep your workflows readable instead of a pile of random zaps.

Zapier workflows by ConsultEvo
Zapier automation examples by ConsultEvo
What we build with Zapier

Zapier workflows that keep your tools talking to each other.

We use Zapier for fast, reliable automations between the tools you already use for sales, delivery, support, and reporting. Simple zaps or full cross tool workflows.

Core workflows

Leads, deals, and client journeys

Zapier flows that move data in real time so nothing falls between tools.

  • Form and landing page leads into HubSpot, GoHighLevel, Pipedrive, or ClickUp.
  • Automatic task creation and updates in ClickUp, Asana, Monday, or Jira.
  • Status based emails, internal alerts, and CRM stage updates across your stack.
AI and enrichment

Smarter automation with AI steps

Where it makes sense we plug AI into your zaps for better decisions and cleaner data.

  • Summaries and tagging for inbound emails, chats, and tickets.
  • Lead enrichment before records hit your CRM or pipeline.
  • Content generation helpers for follow up messages or internal notes.
Reliability

Zaps you can actually trust

We clean up random zaps, group them into a clear system, and keep them stable.

  • Consistent naming, structure, and folders so you know what each zap does.
  • Error handling, alerts, and logging instead of silent failures.
  • Documentation and handover so you do not depend on one person or vendor.
Want to see what Zapier could take off your plate
Talk about your Zapier setup
Reliability and tool coverage

A Zapier system that stays stable across your stack.

We treat Zapier as part of your core system with structured flows, error handling, and full support for the tools you use daily.

Zapier Partner Badge Official Zapier Gold Solution Partner

1. Stability

Workflows that do not silently break.

Clear routing, filters, validation, and alerts keep your data flowing without missing leads or losing information.

2. Scalability

Automations that grow with your business.

Modular logic, reusable subflows, and well structured folders make your system future proof.

3. Simplicity

Automations that your team can understand.

Clean naming, comments, and documentation help anyone follow what each workflow does.

Your Zapier stack fully connected

We integrate Zapier with your CRM, PM tools, inbox, billing system, calendars, and AI tools so everything stays in sync without manual work.

Projects and work
ClickUp Asana Monday Jira Notion
Communication
Gmail Outlook Slack Teams Twilio
AI and automation
OpenAI Claude Gemini Fathom Otter
Time tracking
Toggl Clockify Harvest
Forms and scheduling
Typeform Jotform Calendly
Support and helpdesk
Gorgias Intercom HelpDesk

Frequently asked questions about Zapier

Answers to questions teams typically ask before they let us design and maintain their Zapier workflows.

What is Zapier and how does it work?

Zapier is a no code automation platform that connects thousands of apps. You create Zaps, which are workflows made of a trigger and one or more actions. When something happens in one app, Zapier runs the Zap and performs the defined actions in other apps so you do not have to move data manually.

Do I need to know how to code to use Zapier with ConsultEvo?

No. You describe what needs to happen in plain language and we design and build the Zaps. Zapier itself is a no code platform, and we handle the structure, filters, paths, and advanced logic for you.

How many apps does Zapier support?

Zapier connects with thousands of apps, including CRMs, project tools, email platforms, AI tools, e commerce, help desk, and finance apps. For most small and mid sized stacks, if you use it, Zapier probably has it, which is why we like it for cross tool automation.

What can I automate with Zapier in my business?

Common use cases include lead capture from forms into CRMs, automatic task creation in tools like ClickUp or Asana, notifications in Slack or email, syncing contact data between systems, routing new orders or tickets to the right team, and triggering follow up sequences based on customer activity.

How does Zapier pricing work and how do you price your services?

Zapier pricing is based on tasks, which are successful actions that Zaps complete, and on the features available in each plan. Our services for Zapier projects start at 500 US dollars and are always scoped and quoted before we begin, based on the number of workflows, tools, and complexity you need.

Is Zapier secure enough for CRM, finance, and customer data?

Zapier is designed with strong security in mind. It uses encryption, offers enterprise security options on higher plans, and stores data only as long as needed to run automations. On top of that, we design flows that avoid moving sensitive data unnecessarily and follow your internal security rules.

What is the difference between Zapier and Make.com and when should I use each?

Both Zapier and Make.com are automation platforms, but they shine in slightly different roles. Zapier is usually the fastest option for direct triggers and simple to medium workflows across many apps. Make often suits heavier data flows and more visual, complex logic. We use both and help you pick the right tool for each part of your system instead of forcing everything into one platform.

Can you use AI with Zapier, for example ChatGPT or other models?

Yes. We can plug AI into your Zaps to summarize messages, classify leads, write drafts, create tags, or extract structured data from text. Zapier also has native AI features and connects easily to OpenAI and other AI providers, which we combine with your CRM, help desk, or project tools to build practical AI workflows.

What does it mean that ConsultEvo is a Zapier Gold Solution Partner?

Being a Zapier Gold Solution Partner means we are an officially recognized consultancy that designs and maintains automations on Zapier for clients. We work across full tech stacks, not just individual Zaps, and you can verify our profile directly in the Zapier Solution Partner Directory.

Can you clean up and restructure our existing Zaps instead of building from scratch?

Yes. Many projects start with an audit of your existing Zapier setup. We map what is already there, remove duplicates, group related Zaps, add error handling and logging, and document the logic so the system becomes understandable and easier to extend.

Do you offer one time Zapier projects or ongoing support?

Both options are possible. We can deliver a focused one time project with clear handover and documentation, or we can stay on as an ongoing partner to monitor automations, add new workflows, and adjust things as your tools and processes change.

What do you need from us before you start working on Zapier?

We usually need a list of the tools that will be involved, a simple description of how your ideal process should work, and access to the relevant accounts. It also helps to have one decision maker who can confirm rules and edge cases so we do not guess how your business should behave.

How do you make sure Zapier does not cause silent errors or data issues?

We design Zaps with checks, filters, and clear routing. Important steps get validation and logging so you can see exactly what happened. For critical flows we add alerts when something fails, and we document how to replay or fix affected runs if a connected app has an issue.

Can you migrate automations between Zapier and other tools like Make.com or n8n?

Yes. We can migrate existing automations from Zapier to Make.com or the other way around, and in many cases we simplify and modernize the workflow at the same time. The goal is to choose the right platform for each job and to keep your overall automation system maintainable.

Where can I see proof that you are an official Zapier partner?

You can find ConsultEvo listed as a Zapier Gold Solution Partner in the official Zapier Partner Directory. If you search for ConsultEvo there you will see our public profile, which is maintained directly by Zapier.

What is the smallest Zapier project you take on?

Our minimum Zapier project size starts at 500 US dollars. That usually covers a small but high impact workflow or a focused cleanup of one part of your system. Larger projects and ongoing work are scoped with you in a short discovery call and then quoted clearly before we start.