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What is the efficient client account management for AI automation in addressing Zapier limitations?

  • 12 November 2023
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Hey all, what is the best way to manage client’s account for AI Automation?

For context, I currently have a few client that I build automations for. Each time I onboard a new client, I create a blank gmail account and use that to create a new Zapier account for the client. But the problem is that after awhile it’s hard to manage multiple different Zapier accounts. Does anyone have recommendations on a better process/ system for this? I’m considering on switching to the Zapier team plan, But team plan only has 2k zaps take per month. What if the one of my client used 1.8k of it. That would mean my other clients won’t have much zaps left right?

Also, I have a client that I’m currently working on to automate his gmail, however I’d need access to his gmail to set it up. Should I just ask him to send over his gmail log in so I can connect it to Zapier, or is there a better way to approach this as well?

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Best answer by Troy Tessalone 12 November 2023, 19:20

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Hi @greysonz1997 

Zapier plans have task tiers.

https://zapier.com/app/billing/plans

 

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@greysonz1997 

Best practice is for clients to have their own Zapier accounts.

 

You can use a password manager to manage the logins to each.

 

App accounts need to be connected to Zapier to be used in Zaps.

https://zapier.com/app/connections