Using Zapier To Connect Apps for Your Business

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Do you have a lot of repetitive tasks that you have to do manually as your apps don’t work together? Well, Zapier integration is the answer!

Using Zapier To Connect Apps For Your Business

Do you have a lot of repetitive tasks that you find yourself each day doing manually as your apps don’t work together?  Well, Zapier setup and integration is the answer!  As a Zapier Certified Expert, let me share with you the benefits of using Zapier.

With over 3000+ apps you can connect through Zapier with “Zaps”, you can connect almost anything, and make your business run smoother.  This platform is a favorite of ours at AUTOMIZE.

First of all, What is Zapier Used for?

Zapier is a tool/platform that helps you automate repetitive tasks in your business between two or more apps and you do not need to know how to use code in order to accomplish the task(s). When an event happens in one app, you can have it set up so Zapier can tell another app to perform (or do) a particular action.  You do this by setting up “Zaps”.

What is a Zap?

A Zap sounds like a comic book word, but in this case, a “Zap” is what you set up in Zapier – it is an automated workflow that tells your apps to follow this simple command.  For example, “When this happens, do that.”

Every Zap has a trigger set up and one or more actions done from that trigger. A trigger is an event that starts a Zap, and an action is what your Zap does for you when the action happens. When a Zap runs, each action it completes counts as one task.  One trigger, one action.

There are over 3000+ apps that you can use with Zapier.  Here are a few of the most common you can use:

  • CRM such as Salesforce and Infusionsoft by Keap
  • Commerce and Payment Processing such as WooCommerce, Shopify, PayPal, Square, eBay, Quickbooks Online
  • Communication such as Zoom, Outlook, Gmail, Teams
  • Marketing such as Facebook Conversions, Instagram for business, Linked in, Constant Contact, Google Ads, Hubspot, Active Campaign, ClickFunnels
  • Productivity such as Calendly. Google Sheets and Calendar, ClickUp, Excel, Trello
  • Website such as WordPress, Google My Business, Yoast SEO

These are just a few of the many apps you can connect with Zapier and set up automation.  You can see that it can be used in just about any area of your business in large or small companies.   I have been working with my clients and their Zapier integration for many years now and have gone through the steps to become a Certified Zapier Expert.

As with any platform, including Zapier, sometimes making everything work can be overwhelming, especially on the more complicated Zaps.  Or perhaps you just don’t have the time to learn it.  If you would like to become more efficient in your business and need help getting Zapier set up in your business, AUTOMIZE can help. We can set up Zapier integration easy automation tools for you to give you the power to get stuff done without lifting a finger.

Some examples of ways to use Zapier Integration in your business:

  • Set up an app to notify your sales team when someone fills out a form on your website
  • Send a reminder to your Slack of scheduled meetings in your Google Calendar
  • Send all of your data from one app to another
  • Get emails or other notifications with new Facebook Lead Ads leads
  • Post new RSS items to a Facebook page, or publish your Facebook posts automatically to your Instagram for Business
  • Send alerts from Google Calendar to your Slack
  • Add new Unbounce submissions to your sales Google Sheets
  • Provide Quickbooks Online Customers with Sales Receipts for their Stripe Charges

In the paid version, you can add filters to match certain criteria if you have more complicated Zaps to set up.  There is a free plan if you want to sign up and see what you can do – it is limited but is available to use. Give it a try and gain back a lot of time in your day.