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

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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.