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Zapier: Streamline business processes

Systems can positively influence the success of your business. Much has been said about process automation, and Zapier is an intelligent system that has several advantages, including streamline business processes and making your organization more productive and focused on results. That way, we will describe in this article how you can simplify the processes to achieve the company’s goals effectively.

Why use Zapier to streamline business processes?


Currently, the market has been looking for specialist system options and focused on solving specific company problems. And that makes each department demand a specific system, and with that, the need arises to make the intelligent integration between these systems.

Therefore, Zapier is seen as this solution to intelligently integrate all systems, simplifying your company’s business processes.

With this system, you can organize company processes and integrate data from one tool to the other in a safe, fast and easy way.

And the benefits are many.

Click here and read in this article what is Zapier and what are the advantages of using the system to automate processes.

5 tips to streamline business processes using Zapier

Now that you know why to invest in Zapier to streamline business processes, check out five practical tips on how to use Zapier for that purpose.

As a result, you will be able to increase productivity, reduce costs and resources, as well as gain customers who are always satisfied with the results.

1. Automatically export customers or attendees to Google Sheets

Zapier integration

If you deal with many customers daily or deal with events and need to find a way to control participants in a practical and automatic way, but you don’t know how don’t worry! You can do this with Zapier.

In the first situation, let’s imagine that you are a marketer, or work with sales and need an application to increase traffic, generate more leads and, consequently, more sales opportunities.

Therefore, you can use HubSpot for this purpose, and automatically integrate data into Google Sheets, making processes more agile.

Zapier connects to HubSpot. So when there is a new contact or a new email in HubSpot, it will trigger, and automatically that contact will go to Google Sheets.

In the second situation, let’s imagine that you are an event organizer and need to automate the names of participants who buy tickets for a specific event on Google Sheets.

In this case, when creating a new Zap, you can enter the names in this spreadsheet as tickets are purchased at Eventbrite, for example.

Ticket purchase is a trigger, making Zap automatically integrate the participant’s contact information into your spreadsheet.

So, this will save time, as you don’t have to include names manually every time you sell a ticket. And more, you can avoid mistakes and eliminate unnecessary tasks and with a high chance of errors.

That is, this possibility streamlines business processes.

2. Keep your CRM always up to date

If you use CRM (Customer Relationship Management) to organize your customers, create a Zap to automatically integrate new customers for the CRM service you use in your company.

Zapier has compatibility with the following applications: Salesforce, Pipedrive, Capsule, CRM, Streak, RD Station, among others.

Thus, with all your customer data gathered in your CRM, you can have a broad view, and you can consult this data more easily when you need it.

You can see, for example, how many people have purchased a certain product or purchased a particular service.

3. Improve your email marketing strategy

streamline business processes with Zapier

Whenever a new visitor to your site signs up, their email address will automatically be added to your database.

For this, you can connect the data of the platform you use to capture leads to the email marketing sending platform, MailChimp, for example.

You can also configure Zap to include the email address in a specific contact list.

This way, you can automate and streamline the processes of sending email marketing, and send campaigns to specific customers.

4. Create tasks and checklists from notes to streamline business processes

Another feature of Zapier is the possibility of integrating project management software with a note app.

If you use project management software to monitor the development of your team and organize tasks, it’s possible to streamline business processes with Zapier.

But how is it possible?

Create tasks and control your workflow with Asana automatically from new notes. And add reminders in Evernote to meet deadlines exactly.

Zapier is also compatible with other project management and communication apps such as Trello, Gmail, Twist, Jira, Salesforce, and many others.

5. Automate customer feedback collection

One of the countless ways to use Zapier to facilitate business processes is to automate customer feedback.

For this, you can use Google Forms. With it, you can create forms of specific products or services to collect customer feedback. That way you can always improve your business strategies.

In addition, you can integrate Google Forms with ActiveCampaign to send automatic thank you emails. You can even send sales emails, creating specific campaigns for customers who have purchased your product or service.

This integration is also possible with Google Sheets. From this integration, you can create metrics for evaluations and promote improvements in your business.

Learn in the video below how to carry out this process in practice.

Finally, Zapier is capable of integrating more than 2000 applications, with numerous automation possibilities to facilitate business processes.

And if you need help to streamline your processes using Zapier, you can count with our help

Reference material  

  1. Youtube – Personal and Business Productivity  
  1. Zapier – How to Automate your Business and Gain Efficiency  
  1. Increase your Productivity – Get Results Faster 

blog Zapier

Zapier: what is it and how to use

Technology is the basis for task automation. With technology, it’s possible to optimize and automate tasks that don’t require any human intervention. Therefore, investing in Zapier can be an excellent strategy to boost your company’s productivity and results.

Check out in this article what is Zapier and what are the main benefits.

What is Zapier?

As technology evolves and the digital market grows, solutions emerge in order to make work processes faster and more dynamic. 

In short, entrepreneurs and employees daily deal with numerous strategies and tools to facilitate processes. And integrating all of these tools may not be an easy task.

But the news is good: Zapier is the solution for this moment. 

Zapier is a web tool that allows you to automate actions between the different apps that you use every day to manage your business.

Also check: What are the benefits of standardizing processes? 

What does that mean?  

That is to say, with Zapier, you organize processes and integrate data from one tool to another safely, easily, and quickly.

For instance, it is possible to integrate services in Zapier such as:

  • Gmail; 
  • Google Sheets; 
  • Google Calendar; 
  • Trello; 
  • Asana; 
  • MailChimp; 
  • CRM software; 
  • Facebook Lead Ads, among others. 

Surprising, isn’t it? 

Watch the video below and learn how to use Zapier to automate Gmail Email, Google Sheet, and Todoist. 

There are five different plans for those who want to invest in the tool, namely: Free, Starter, Professional, Team, and Company. 

Each of them has its specifications and limitations. 

From the professional plan, you have an unlimited number of apps that can be integrated into the platform.

Click here to know the specifications of each plan. 

Benefits of Zapier 

Now that you know what Zapier is, check out the main benefits of this tool.

Automate your business

1. Cost reduction 

You can hire a developer to create a custom integration, or you can do all the integration practically with Zapier.

If you choose the second option, you can reduce the costs of hiring one or more than one person to manage and integrate all the tools you use day by day manually.

This will also enable employees to focus on more important activities. 

In addition, an entrepreneur is always looking for solutions that bring savings and more results. And Zapier is a tool that allows the company to achieve these goals.

If you need help to streamline your processes using Zapier, you can count with our help.

2. Increased productivity 

By investing in systems that provide effective automation of important company processes, it is possible to increase productivity

After all, the focus is to concentrate on delivering value and quality, impacting the customer positively.

To sum up, using Zapier, employees have more time to be strategic and to improve what the company delivers. Do more things with less effort.

3. Satisfied customers 

The use of technology has an impact not only on the way companies work or manage their processes but also on the demand that the customer has on the solutions they look for.

Therefore, it’s essential to have strategic planning in your organization that seeks to reduce costs and boost productivity, and consequently, the quality of the products or services offered.

And this is an important benefit of the tool, it brings positive results for the company and for the customers in general.

4. Easy to use tool

It’s wrong to think that it’s necessary to have an advanced knowledge in IT to use the tool.

Certainly, with basic knowledge, it’s possible to make good use of the solution. Moreover, there’s no need to designate a specialized person to carry out the necessary automation.

In conclusion, the tool has a very intuitive and practical interface, making its usability easier.

Do you want to learn how to boost your productivity with Zapier, check out here our course.

5. Integration across sectors

Finally, the common use of Zapier is linked to the marketing area.

However, it’s possible to use the tool to facilitate the processes of different sectors. Such as, for example, financial management, data collection for the human resources sector or simply to centralize and organize your contacts.

What is possible to do with Zapier?

benefits of Zapier

In conclusion, now that you know what Zapier is and what are the main benefits, it’s time to learn, in a very practical way, what you can do with Zapier.

In general, there’s not much difficulty to understand how Zapier works. After all, as stated above, one of its benefits is the ease of using it.

Firstly, each integration you make between two tools will be called a “Zap”. 

Secondly, what applications can I integrate with the platform? 

Below is a list of commonly used applications and their functionality:

  • To centralize your contacts: Excel, MailChimp, Contacts+, Salesforce;
  • Capture leads and business: Google Sheets, Typeform, Gravity Forms;
  • Receive notifications and alerts: Gmail, Outlook, Slack; 
  • Financial management: Nibo, Granatum; 
  • Control actions and manage projects: Asana, Trello; 
  • Manage processes and organize the agenda: Google Calendar, Agendor; 
  • Automate customer feedback: Google Forms 
  • Among others. 

In other words, there are countless possibilities for automation to make processes more efficient and deliver results with even higher quality. 

In addition, learn in the video below how to automate customer feedback using Zapier.

Finally, do you want to learn how to automate your business and increase efficiency?

Moreover, even if you are a beginner or never used Zapier before, you will learn how to start and configure your own automation in this material.

Reference material 

  1. Youtube – Personal and Business Productivity 
  1. Zapier – How to Automate your Business and Gain Efficiency 
  1. Increase your Productivity – Get Results Faster