Description

Today's episode is all about leveraging Zapier in your business. Get the full show notes and transcript at christijohnsoncreative.com/106

--

What is Zapier?

What is a Zap?

Why would you use Zapier?

Cross-Platform Integration:

• Connect various tools and apps to ensure seamless data flow across the organization.

• Build multi-step workflows that perform complex actions based on specific triggers.

Custom Workflows:

• Create custom workflows tailored to the unique needs of the business, automating any repetitive tasks.

Here are 10 ways you can use Zapier in Your Business:

1. Lead Generation and Management:

   • Automatically add new leads from website forms, emails, or social media to a CRM system.

   • Notify sales representatives via Slack or email when a high-potential lead is identified.

2. Email Marketing:

   • Sync contact data between email marketing platforms and CRM systems.

     • Example: Move a lead from CRM (17Hats) into Email Platform (FloDesk)

     • Example: Add someone who purchases a product (Thrivecart) to your Email Platform (FloDesk) to send workflows

   • Send follow-up emails based on user interactions with previous emails.

     • Example: Add and remove from segments

3. Social Media / Content Management:

   • Monitor brand mentions on social media and receive notifications when mentioned.

   • Schedule and publish blog posts or social media updates at specific times.

   • Automatically share new content with subscribers via email.

4. Customer Support:

   • Create support tickets in helpdesk software from customer emails.

   • Send automated follow-up emails to customers after resolving their support requests.

5. E-commerce:

   • Notify the team when a new order is placed in an online store.

   • Update inventory levels in real-time across multiple platforms.

6. Data Backup and Management:

   • Automatically save email attachments to cloud storage.

   • Back up important business data to a secure location.

7. Employee or Client Onboarding

   • Send welcome emails with onboarding information to new hires or clients

8. Project Management:

   • Create tasks in project management tools based on new email requests.

   • Send project status updates to relevant team members.

9. Event Management:

   • Automatically register attendees for events and send confirmation emails.

   • Create calendar events and reminders for upcoming webinars or meetings.

10. Survey and Feedback:

    • Automatically send surveys to customers after a purchase or support interaction.

    • Record survey responses in a database for analysis.