4 Steps to Get Started with Zapier
Zapier is an online tool that connects different software pieces to each other and creates automations. The beauty of this automation is that it can ensure consistency within your business while removing mundane tasks and data entry. If you have a new contact in your email and want them added to your CRM, no problem, create a ZAP to handle it for you. Simplify your client onboarding by automatically creating client folders with the correct templates in them. Jump in and get started with Zapier and your automation eyes will be opened.
What is Zapier?
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It’s easy enough that anyone can build their own app workflows with just a few clicks.
For example, maybe you get a lot of email attachments in your Gmail account and you want to save them to Dropbox. Every time you get an attachment, you could open up the email, click the attachment, and then save it to Dropbox. Or you can have Zapier automate this for you, saving you time and effort.
Set Up Your Free Trial
It’s easy to set up an account with Zapier, and there are many plans based on your business needs, including free. You will want to sign up for an account based on the number of Tasks that you will have.
A Task is counted every time a Zap successfully moves data or takes action for you. For example, if your Zap has an action to create new Google Contacts, each contact that is created will use one Task.
The number of Tasks you need depends on the number of active Zaps you have and how frequently those Zaps will run to automate your workflow.
Make a List of the Software You Use
Zapier will connect thousands of apps, but you need to know what tasks you want them to do together. It will save you a great deal of time in your business when you know how to use it! Start making a list of the software that you use, along with what automations you would like to have happen.
Search Zapier for Your Software
Now that you have your software list, sign in to Zapier and start searching for your apps.
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About Erin Mathie
Erin’s gift is the ability to create organizational systems and structure. She started her first business in 2008 and grew to employ 23 people. In that business, she was able to structure and automate so fully that she was only working 2 hours per week! She later sold that business and training time for new owners consisted of a meeting in her home office for 4 hours one Saturday afternoon and they have never contacted her since! Her love for systems lead her to start Business Made Simple. In this role, she works closely with business owners to develop their processes, streamline their workflow, and integrate CRM software. She is married to her amazing husband Chip and is the mother of 3 active boys.
Zapier is an online tool that connects different software pieces to each other and creates automations. The beauty of this automation is that it can ensure consistency within your business while removing mundane tasks and data entry. If you have a new contact in your email and want them added to your CRM, no problem, create a ZAP to handle it for you. Simplify your client onboarding by automatically creating client folders with the correct templates in them. Jump in and get started with Zapier and your automation eyes will be opened.