# Which productivity bot platforms are worth using for a customer success team that wants to automate check-in sequences and task reminders inside their existing CS tools?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Customer success teams that want to automate check-in sequences and task reminders usually end up wiring a general automation tool into their CS stack rather than buying a purpose-built CS bot. The ones I'd look at:</p><ul>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/zapier/reviews"><strong>Zapier</strong></a> (4.5 stars, 2,083 reviews): The most flexible, connecting your CS tools to fire reminders and follow-ups automatically. Reviewers use it to replace manual client outreach and nudges.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/integromat-by-celonis-make/reviews"><strong>Make</strong></a> (4.6 stars, 332 reviews): A visual way to build multi-step check-in sequences across apps, at a lower cost.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/workato/reviews"><strong>Workato</strong></a> (4.7 stars, 777 reviews): The enterprise choice when your CS data lives across Salesforce, Zendesk, and other systems that have to stay in sync.</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Worth flagging that none of these are CS-specific, so map your exact CS tools (Zendesk, Intercom, Gainsight) to their connectors before committing.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">What are you using to automate check-ins today, and did it reduce the manual follow-up or just move it around?</p>

##### Post Metadata
- Posted at: about 1 month ago
- Author title: SEO Content Writer
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;General automation platforms wired into your CS stack can genuinely reduce manual follow-up, but the key is making sure your specific CS tools have native connectors rather than relying on workarounds. The difference between automating check-ins and just moving the work is usually whether triggers are based on real customer activity or just time delays.&lt;/p&gt;

##### Comment Metadata
- Posted at: 21 days ago





## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: about 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: about 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: about 13 years ago
  - Comments: 4


