5 Tasks to Automate on Zapier

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It’s always wonderful how our passions could be transformed into a lifelong business. But let’s face it, no matter how much you love what you do, little tasks have their way of draining your energy. By the time you’re done ticking routine tasks off your to-do list, you’re too tired to do much else. 

So what can you do to stay on top of routine tasks and boost productivity?

You can automate some of your routine tasks to save time, prevent human errors, and improve efficiency overall. When small tasks that take a long time to complete are taken care of, you have more time to focus on more pressing matters at work.

Automation software programs like Zapier enables you to create a series of actions for every workflow to improve business process and save time. The service seamlessly connects with people, systems, and content from different data sources, so you don’t have to! You get a lot of things done while having more free time to take your business to the next level. 

If you’re new to Zapier and is raring to see what it can do for you, here are ideas to make the most out of the service: 

5 Tasks to Automate on Zapier

Lead and Customer Notification

Are you losing potential customers because you keep forgetting to notify hot leads? Customers getting angsty because you’re always unable to answer product or service questions fast enough? Sounds like customer notifications should be automated. 

With Zapier, it’s easy to notify your staff members about leads or customer questions. Just set up a “zap” for lead and customer notifications, connect with whatever source you’re getting the leads from, and the tool you use for communication. Every time a new lead comes up, a team member or you are notified right away to take action. This feature works on public and private communication channels, including SMS – as long as Zapier supports the platform. 

Manage Customers and Potential Clients

It’s true; you can set up a zap to manage customers and potential clients. Set up a zap that lists down all your customers or leads and instantly, you can follow up with these people via email or SMS. Zapier will automate the notifications for new leads. You have the option to sign up the leads or customers for your email subscription, like newsletters, manually or automatically. 

With this feature, your leads and customers are always in the loop, ready to take advantage of whatever offers you present to them through email or SMS. The best part? You can prepare the email in advance and let Zapier handle the rest. 

Create and Track Work Calendar Dates

Got an important event coming? Keep missing meetings because you’re juggling a million things at once? Not anymore! With Zapier, all your work calendar dates can be managed under one automation service. This goes even if these dates are on separate apps! 

If your work involves a lot of client meetings, remote meetings, in-person and online events, etc., you can track these dates in your project management system or database. This way, you will never miss an important date ever again! If you have a team, you can also set up a zap to keep everyone updated for updated meetings in your team chat app or project management platform. 

Unify Work Data in a Database or Spreadsheet

Copy-pasting information from one app to another is taxing and time-consuming. If your business requires a lot of information tracking, this task will definitely take a huge chunk of your time. One of Zapier’s best features is consolidating information into a database and spreadsheet. With this automation tool, you will never move information manually ever again. 

Zapier works well with different apps, including Google Sheets and Airtable. No need to spend hours copy-pasting data yourself. Zapier collects all the information and does the data consolidation within seconds. Using Zapier this way also leads to fewer mistakes, so you’re assured that all the information on the spreadsheets is 100% accurate. 

Streamlined Social Media Marketing

Updating different social media profiles on various platforms is not only time-consuming, it can be downright taxing when you already have a lot on your plate. You can set up a zap to streamline your social media marketing – something that enables you to update all social media profiles in one go. 

This feature is perfect if you do a lot of cross-promotions, such as sharing IG photos to Twitter or posting a YouTube video on your Facebook page. You can also send tweets on LinkedIn, repost content on Facebook, etc. Everything is done automatically so you’ll save more time doing other crucial tasks and focus on things that are important to you.

These are just some of the many tasks you can put on auto-pilot using Zapier if you’re new to the service. Now that you’ve freed up more time to grow your business, you can focus on other pressing matters that you genuinely enjoy doing!

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