Discover how CieloIT connected its CRM, helpdesk, and project management tools with Zapier automating the manual handoffs between sales, onboarding, and support.
60%
Faster Client Onboarding
Automated
Handoffs Between Teams
Zero
Manual Re-Entry Between Tools
Connected
Helpdesk, CRM & PM Tools
When a new client signed on, the sales team had to manually notify onboarding and support, re-entering the same client details into a helpdesk system and a separate project management tool.
That handoff was inconsistent; occasionally a step got missed entirely, delaying a new client’s setup and creating a rocky first impression right when it mattered most.
CieloIT relied on several specialized tools CRM, helpdesk, project management that all operated independently, with no automatic way for one to notify another.
We built CieloIT a set of Zapier automations that trigger the moment a deal closes in the CRM. A new client record now automatically creates matching entries in the helpdesk and in Asana for the onboarding project, removing the manual handoff between sales, onboarding, and support entirely.
This same automation-first approach extended into HubSpot for onboarding email sequences, and ties into CieloIT’s broader tech stack so nothing has to be manually re-entered between systems.
CieloIT provides managed IT services and support for small and mid-sized businesses, handling everything from helpdesk tickets to ongoing infrastructure management.
CieloIT
