Book Image

Automate It with Zapier

By : Kelly Goss
Book Image

Automate It with Zapier

By: Kelly Goss

Overview of this book

Zapier is an emerging no-code workflow automation technology that enables organizations to connect their cloud-based and web applications and automate data transfer between them. Zapier's built-in features and flexibility allow users to integrate thousands of business applications and create simple to complex automation to reduce time spent on repetitive tasks, thereby increasing productivity. This book is a must-have for business owners, their employees, and independent freelancers and contractors looking to use Zapier for business process automation. The book takes a hands-on approach to implementation and associated problem-solving methodologies that will have you up-and-running and productive in no time while leveling up your automation skills. You'll discover how to plan your automation building for optimal results, what are the native features available in Zapier, and the applications that connect with it, as well as how to optimally configure your workflows to automate your processes in as few steps as possible. Finally, you'll find out how to create advanced workflow automation from scratch and learn how to troubleshoot issues. By the end of this Zapier book, you'll be able to build your own advanced workflow automation using Zapier, addressing the key pain points encountered in businesses with manual and repetitive tasks.
Table of Contents (29 chapters)
1
Section 1: Getting Started with Zapier
7
Section 2: Customizing Your Zaps with Built-in Apps by Zapier – Functionality and Practical Uses
15
Section 3: Using the Features of the Formatter by Zapier Built-In App
21
Section 4: Getting the Most Out of Zapier – Business Automation Examples

An introduction to automating your marketing processes with Zapier

Every business needs some form of marketing to make sure they get the customers physically through the door or purchasing their products and services online. What every business strives for is lead generation by means of word of mouth or recommendation; in other words, getting your valued and happy customers to do the marketing work for you. However, when you're first starting out, the onus is on the business to get their name out there in one way or another. In the past, some of the most popular forms of marketing were newspaper and magazine ads, leaflet drops, radio ads, and, for those who could afford it, television ads, where customers were often limited to geographical areas. In this digital age, where we have the far reaches of the internet to attract everyone, businesses have more tools and services available for cost-effective marketing. However, with more options come more things that we need to do to...