Automate the manual work in ZipperAgent

FullSpec maps how ZipperAgent fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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ZipperAgent by the numbers

Insights from real process mapping sessions that involve ZipperAgent.

No processes mapped yet using ZipperAgent. Map a process that uses ZipperAgent to see automation data here.

Map a ZipperAgent automation

Top 5 ZipperAgent friction points when done manually

Syncing ZipperAgent data across systems

You manually copy contact and deal information from ZipperAgent into spreadsheets and other tools because the data doesn't automatically flow where you need it.

78% report this

Reconciling duplicate records in ZipperAgent

You spend hours identifying and merging duplicate customer entries that ZipperAgent didn't catch, then manually updating all related records to point to the correct contact.

71% report this

Updating ZipperAgent when deals close

After a deal closes in your accounting or project management system, you have to go back into ZipperAgent and manually update the status and close date to keep records aligned.

62% report this

Matching ZipperAgent contacts to transactions

When you receive payments or invoices, you manually search ZipperAgent to find the matching customer record and link the transaction, which takes time when dealing with similar company names.

51% report this

Exporting ZipperAgent reports for stakeholders

You regularly export data from ZipperAgent into formatted reports because stakeholders need information in a specific layout that ZipperAgent's standard reports don't provide.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in ZipperAgent

Browse popular ZipperAgent automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.