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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 

7 replies on “Zapier: what is it and how to use”

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