Zapier is an online automation tool that lets you connect your various online accounts and create "zaps" between them. This means that you can automate tasks like creating new blog posts from RSS feeds, or sending out tweets whenever you publish a new blog post.
In short, Zapier makes it easy to automate the tedious, time-consuming tasks that come with managing multiple online accounts. And that's why we think it's awesome! Zapier was started in 2012 by two guys who were frustrated with the limitations of traditional web development. Their goal was to make it easy for non-programmers to connect different online services and automate tasks.
Since then, Zapier has grown rapidly. They now have a team of over 30 people and Zapier is used by over 750,000 people.
Automate customer segmentation and email list creation
There are a number of ways to automate customer segmentation and email list creation using Zapier. You can use Zapier to automatically add new subscribers to a mailing list, or to segment your customers based on certain criteria.
For example, you could set up a Zap that adds new customers to a mailing list automatically. To do this, you would first need to create a mailing list in your email marketing software. Then, you would need to create a Zap that watches for new customers in your CRM software. When a new customer is added to your CRM, the Zap will add them to the mailing list automatically.
You can also use Zapier to segment your customers based on certain criteria. For example, you could set up a Zap that segments customers based on their location. To do this, you would need to create a field in your CRM software for customer location. Then, you would need to create a Zap that watches for new customers in your CRM software. When a new customer is added to your CRM, the Zap will check their location and add them to the appropriate segment automatically.
Segmenting your customers and creating email lists can be a time-consuming process. However, by using Zapier to automate these tasks, you can save yourself a lot of time and effort.
Automate customer support ticketing and routing
If you're looking to automate your customer support ticketing and routing, Zapier is a great solution. With Zapier, you can connect your customer support software to your other business apps, so that tickets are automatically created and routed to the right team or individual. This can save you a lot of time and ensure that your customers always get the help they need.
Automate sales and lead follow-up
In order to automate your sales and lead follow-up process, you can use Zapier. With Zapier, you can connect your email account and CRM so that new leads are added to your CRM automatically. You can also set up automatic follow-up emails to be sent to new leads, and track when those emails are opened.
Follow the below steps:
1. Create an account with Zapier and log in.
2. Click on the “Make a Zap!” button.
3. Select your email account as the trigger application and choose the “New Lead” trigger.
4. Next, select your CRM as the action application and choose the “Create Lead” action.
5. Map the fields from your email account to the corresponding fields in your CRM.
6. Finally, name your zap and turn it on.
Now, every time a new lead comes in, they will be automatically added to your CRM. You can also set up additional zaps to automate your follow-up process. For example, you can send a follow-up email to new leads automatically, or you can add them to a follow-up task list in your CRM.
Automate social media posts and reporting
Social media can be a big time sink if you're not careful. Automating your posts and reporting using Zapier can help you free up time to focus on other tasks.
To automate your posts, start by creating a Zapier account and linking it to your social media accounts. Then, create a new Zap and select the trigger event (such as "New Post") and the action (such as "Publish to Facebook").
For reporting, you can set up a Zap to send you weekly or monthly reports on your social media activity. To do this, create a new Zap and select the trigger event (such as "Generate Report") and the action (such as "Send Email").
Zapier can also help you automate other tasks related to social media, such as scheduling posts, following new users, and more. With Zapier, you can focus on creating great content and interacting with your audience, without spending hours on tedious tasks.
Automate blog and content publishing
If you're looking for a way to automate your blog and content publishing, Zapier is a great option. With Zapier, you can connect your various content sources (such as your RSS feed, social media accounts, and email) and automatically publish them to your blog. This can save you a ton of time, and ensure that your content is always fresh and up-to-date.
This is how you can do that:
1. First, you'll need to create a Zapier account and connect your various content sources.
2. Next, you'll need to choose a trigger for your Zap. For example, you can choose to publish new content whenever a new post is published to your RSS feed.
3. Finally, you'll need to choose an action for your Zap. For example, you can choose to publish the new content to your blog.
4. Once you've done that, your content will be automatically published to your blog every time new content is added to your RSS feed.
Automate ecommerce orders and shipping
You can use Zapier to automate your ecommerce orders and shipping.
First, you'll need to set up a zap that will trigger when you receive a new order in your ecommerce platform.
Then, you'll need to add an action step to send the order information to your shipping software. Finally, you'll need to add a third step to update your ecommerce platform with the tracking information.
Automate accounting and bookkeeping
If you're looking to automate your accounting and bookkeeping, Zapier is a great way to do it. With Zapier, you can connect your accounting software to over 1,000 other apps to automate your workflow. For example, you can set up a zap to automatically create invoices in QuickBooks when new orders are placed in your ecommerce store. Or, you can automatically send payment reminders to your customers when their invoices are due. There are endless possibilities for how you can use Zapier to streamline your accounting and bookkeeping.
A sample zap to automatically create invoices in QuickBooks when new orders are placed in your ecommerce store:
1. Sign in to your Zapier account.
2. Choose your ecommerce store from the list of apps Zapier supports.
3. Select "New Order" as your trigger event.
4. Choose QuickBooks as your action app.
5. Select "Create Invoice" as your action.
6. Follow the prompts to set up your zap and test it out.
And that's it! Now, whenever a new order is placed in your ecommerce store, Zapier will automatically create an invoice in QuickBooks. No more manual data entry!
Automate human resources and payroll
If you manage a team of people, automating your human resources and payroll processes can save you a lot of time and headache. Zapier is a tool that can help you automate these processes by connecting the apps you use to manage your team. For example, you can connect your time tracking app to your payroll app so that employee hours are automatically tracked and calculated. This can help you avoid having to manually input data and can help ensure that your team is paid accurately and on time.
Follow below steps in Zapier to connect your time tracking app to your payroll app so that employee hours are automatically tracked and calculated:
1) Go to zapier.com and sign up for a free account.
2) Click on the "Make a Zap!" button.
3) Choose the time tracking app you use from the list of options.
4) Follow the instructions to connect your time tracking app to Zapier.
5) Choose the payroll app you use from the list of options.
6) Follow the instructions to connect your payroll app to Zapier.
7) Test your zap to make sure it's working correctly.
Now, every time you track employee hours in your time tracking app, those hours will be automatically sent to your payroll app and calculated. This can save you a lot of time and ensure that your team is paid accurately.
Automate website and SEO monitoring
Automating website and SEO monitoring can save you a lot of time and hassle. Zapier is a great tool that can help you do just that. Here's how to use Zapier to automate website and SEO monitoring.
We would be using SEOmoz app to track keywords.
1. First, create a Zapier account and choose the "make a zap" option.
2. Next, select "webhooks" as your trigger app and choose the "catch hook" option.
3. Paste your website's URL into the "hook URL" field and click continue.
4. Now, select the "SEOmoz" app as your action app and choose the "track keyword" option.
5. enter the keyword you want to track and click continue.
6. Finally, give your zap a name and turn it on.
That's it! Now, Zapier will automatically track your chosen keyword and report back to you any changes in your website's ranking. This is a great way to stay on top of your SEO without having to constantly check your website yourself.
Automate market research and surveys
Are you looking for ways to automate your market research and surveys? Zapier can help! With Zapier, you can connect your favorite market research and survey tools to automate your workflows.
For example, you can set up a zap to automatically add new survey responses to your CRM. Or, you can automatically send market research data to your team's Slack channel.
With Zapier, you can save time on tedious manual tasks, so you can focus on what's important: your research. Here is a small example on how to set up a zap to automatically add new survey responses to your CRM.
1. First, you'll need to create a zap. To do this, go to zapier.com and click on the "Make a Zap!" button.
2. Next, you'll need to choose your trigger app. This is the app that will kick off your zap. In this case, we'll choose SurveyMonkey.
3. Now, you'll need to choose your trigger. This is the specific event that will trigger your zap. In this case, we'll choose "New Response."
4. Now, you'll need to connect your SurveyMonkey account to Zapier. This will allow Zapier to access your SurveyMonkey data.
5. Next, you'll need to choose your action app. This is the app that your zap will take action in. In this case, we'll choose Salesforce.
6. Now, you'll need to choose your action. This is the specific event that will happen in your action app. In this case, we'll choose "Create Lead."
7. Now, you'll need to connect your Salesforce account to Zapier. This will allow Zapier to access your Salesforce data.
8. Finally, you'll need to test your zap to make sure it's working properly.
That's it! Now, every time someone fills out your SurveyMonkey survey, Zapier will automatically add their responses to your Salesforce CRM.
Bonus Ideas
Automatically send new job openings to your job board
There are a few different ways that you can automatically send new job openings to your job board. One way is to use a tool like Zapier. Zapier is a tool that allows you to connect different apps and services together. This means that you can set up a “zap” (a connection) between your ATS (Applicant Tracking System) and your job board. This way, every time a new job opening is created in your ATS, it will automatically be sent to your job board.
Another way to do this is to use an RSS feed. RSS stands for “Really Simple Syndication”. It’s a way to subscribe to content from a website. Most job boards have an RSS feed of their latest job postings. So, you can simply add the RSS feed of your desired job board to your ATS. This way, every time the job board updates its RSS feed, your ATS will automatically pull in the new job postings.
Finally, some ATS’s have the ability to directly post job openings to job boards. So, if your ATS has this capability, you can simply select the job boards that you want to post to and the ATS will take care.
Automatically update google sheets with your CRM tool
Are you manually updating your Google Sheets every time there is a new lead in your CRM? If so, there is a better way! You can use Zapier to automatically update your Google Sheets whenever a new lead is added to your CRM.
Here's how:
1. Sign up for a free Zapier account.
2. Choose your CRM from the list of supported apps.
3. Select "New Lead" as the trigger event.
4. Choose Google Sheets as the action app.
5. Select "Create Spreadsheet Row" as the action.
6. Map the lead fields from your CRM to the corresponding fields in Google Sheets.
7. Save your Zap and turn it on.
Now, every time a new lead is added to your CRM, Zapier will automatically add a row to your Google Sheets spreadsheet. This will save you time and ensure that your data is always up-to-date!
Conclusion
Zapier can help businesses automate their tasks by providing a way to connect their apps and services. By using Zapier, businesses can save time and money by automating their tasks.
We discussed numerous ways in this report on how Zapier can save a lot of time. Just go through the above discussed ways and see how Zapier can help your business automate its tasks. You will be amazed to see the time and money you can save by using it.
