Use Cases

Process orders through Stripe, Woo-Commerce, Shopify, ClickBank, Bigcommerce, or any other cart of your choice. Configure the platform of your choice to post data to Parsey (usually via a webhook) at the time of the transaction.

Many other businesses receive their leads from platforms that don’t allow them to embed their own webform. In those instances, configure the lead generation site to send emails with lead info directly to Parsey.

Integrate your online appointment scheduling software like Calendly, Acuity, Appointlet, Bookeo, or any others to automate this time consuming task. Automate pre-appointment follow-up once they schedule with you.

Incorporate eSignature platforms like DocuSign, AdobeSign, RightSignature, PandaDoc, and others with your sales and marketing processes. Trigger automation when a document is viewed or signed, and store the signed agreement.

Capture opt-in and grow your list using ClickFunnels, LeadPages, Instapage, TypeForm, WuFoo, Jotforms, Gravity Forms, and others. Move that data into your core CRM or automation platform where it belongs.

Record live chat activity from Intercom, Drift, Olark, LivePerson, and other solutions into your core CRM or marketing automation platform. Tag, notate and follow-up with contacts based on chat outcomes or chat tags.

A lot of conversations occur outside of your CRM to contacts that are inside of your CRM. Whether you’re looking to log an outbound email or an inbound email, Parsey updates contact records with these one-off communications.

Finally, you can easily send prospects or customers down different paths to determine which path performs the best. Parsey users are fine tuning their “money campaigns” to produce more revenue month over month.

Send one-way SMS, text-to-speech or pre-recorded voice messages to prospects and customers. Boost attendance rates of webinars, appointments and other events. Keep internal staff in the loop on new tasks, leads, or orders.

Record conversations, responses and outcomes of service tickets from your Help Desk software right into your CRM. On positive experiences, trigger automation to request a review or testimonial. On negative experiences, capture feedback and send it to a manager.

Surveys keep your ear to the ground by providing invaluable feedback and insight into the experiences your prospects and customers are having with your organization. Move results from, Survey Gizmo, Survey Monkey, and others into your CRM for proper follow-up.

Phone dialers keep your call efforts organized and allow you to blitz through phone calls faster than you can manually. Use Parsey to keep call outcomes in sync with your CRM or marketing automation platform so that you’re messaging across platforms is consistent and accurate.

Users often use Parsey to convert an email notification into an outbound webhook to a 3rd party service of their choosing. Simply provide a specific URL and we’ll POST data (or JSON) every time an email is received.

Have you ever wanted to automatically create a dynamic contact record, company record, opportunity record or note based on data outside of your core CRM or automation platform? This is just one of many things you can do with Parsey.

We find that users are always coming up with new uses for Parsey, often ones we didn’t even intend. We’d love to showcase your creative solutions in the form of a case study or blog post. Hit us up and brag about your automation wizardry.