Visitor Management System <> Zapier Integration

No-Fuss, No-Muss Visitor Management Integrations!

Work smarter, not harder, they say. Bring that saying to life by automating tasks that were impossible before Greetly's visitor registration data connected with Zapier 3,000 integrations. Zapier's easy-to-use, point-and-click interface brings a world of possibilities to your fingertips. The world's most customizable visitor management solution partnered with Zapier to offer you nearly unlimited integration possibilities so you can focus on what's important and make your data work for you.

Grow Your CRM Database

Are your visitors your customers? Or prospects? Or just people you might want to send a birthday card to? 

By connecting your virtual receptionist software to your CRM system you can capture every datapoint. Who visited, when, and why? Who did they meet with? Did you capture key information during the check-in process that could help your organization achieve its mission?

All of the data you capture in Greetly can be pushed into virtually any CRM system. 

File NDAs in Box, Dropbox, or Google Drive

Does your office want to protect its intellectual property? Of course it does! Greetly automates the process of having visitors sign nondisclosure agreements as part of the sign in process.

You can view and download NDAs in Greetly cloud-based visitor log. Or, with Zapier, you can digitally file them in the shared drive of your choice, like Box, Dropbox, and Google Drive.

Intuitive Point and Click Connection

Greetly is incredibly customizable and easy to use with its drag-and-drop workflow interface. Zapier has thousands of apps and a drag-and-drop integration interface. Sounds like a marriage made in bits and bytes. 

In the old days, it took dozens of hours from high-paid developers to connect your systems. Now anyone with login credentials can set up workflow automation in minutes with no technical skills necessary.

Use our integration templates or create your own in minutes. Tomorrow has arrived!

Proud Zapier Partner

You need digital tools that simplify, streamline and automate your business. Greetly is a team player that clicks into place with Zapier’s convenient interface to boost your bottom line by cutting down on busywork.

Bye bye administrivia. Who knew automation could be so fun.

Why Is Visitor Management Important? 

The traditional, paper-based visitor management systems that were used in the past are no longer an effective means of keeping track of guests. Besides not being private, they were impersonal, required manual data entry to digitize, and generally were time-consuming and difficult to manage. What a waste.

Modern and comprehensive virtual receptionist software, such as our solution at Greetly, can provide your facilities and entire organization with numerous benefits. Here are several major advantages why all businesses today should replace their legacy processes and use a digital sign in app.

It Reinforces Your Brand 

Modern visitor management software applications provide organizations with a way to reinforce their branding from the moment a guest enters their reception area. Greetly will only show your brand logo, colors, and otherwise met your branding guidelines. In fact, all text can be customized to showcase your brand tone and personality.

Impress Your Visitors

Was it Albert Einstein who said you only get one chance to make a great first impression? Maybe he was too busy working on his theory of relativity, but it's still very accurate. And especially true for brands that aim to provide their guests with unique and memorable experiences. No matter the size of the organization, an ideal visitor management solution can provide them with the ability to make professional, lasting first impressions for everyone that enters their premises.

Improved Office Efficiency 

Visitor management solutions such as our Greetly platform allow users to create and design unique workflows. With features such as custom visitor check-in process flows, lightning-fast host notifications, being able to create badges, maintaining compliance, capturing digital signed NDAs and other documents, and creating and pulling reports check-in times can be significantly reduced.

Preregistration forms may even be used and sent to third parties before their scheduled appointment to further streamline the whole check-in process. After completing the preregistration processes on their own time and devices, visitors that arrive on-site can skip the wait and only need to scan a QR code to complete their check-in. 

Enhanced Data Security 

To make sure that sensitive company information remains confidential and secure, visitor management system settings can be configured to limit data access visitor data. Forget the old paper logbook you would flip through to see who else was onsite, Greetly offers best-in-class user privacy, data security, and GDPR compliance. Not only can visitors not see who entered before them, but with different user roles, Greetly can restrict visitor information to certain staff members, like management, admin, and security personnel. This restriction of information can help you prevent potential breaches since only a few, trusted individuals can access personally identifiable information (PII).

Modern Reception 

There is a huge difference between utilizing the outdated guest log and a comprehensive visitor management system. Not only is the latter more convenient and easy to use, but it’s also more efficient and effective overall. 

Reduced Waiting Times 

The host notification feature of visitor management systems can effectively reduce the waiting times for organization visitors. These instant notifications are extremely useful in modern visitor management for both the hosts and visitors alike. With media options such as notifications through text and email, companies can stay updated with their visitors while providing them with several communication options. This allows your team to be notified even when they are away from their desk.

Better On-Site Transparency 

With automated third-party interaction records as well as check-in data, organizations can develop insights that they can use internally and externally. For instance, authorized staff can create various reports according to the capabilities of the system and the information obtained. 

Such reports can be beneficial in a situation where on-site arrival and departure from secure locations are necessary. On-site transparency can be improved particularly when each visitor can be scrutinized based on how many times they entered and left and whom they met within the premises. 

Efficient Contractor Management 

Managing contractors isn’t always a walk in the park, especially where time-on-site and access levels are concerned. In most instances, traditional visitor management procedures simply trust contractors to stay within areas where they are authorized without any means to enforce it. 

With a modern visitor management solution, businesses can easily configure their systems to cater not only to their staff and clients but also to third-party contractors. Authorized personnel is provided access to vital details within the system to ensure that all contractors are compliant with the organization’s process to ensure greater physical security.