Zapier: Easily connect your apps together

Zapier lets you automate your work across 5,000+ apps, so you can focus on high-value tasks.

Zapier's automation tool works with modules called Zaps, which you can create from any app you choose. These Zaps link different apps and services together to build smarter workflows and save you time, for example with your prospecting tools.

What exactly does Zapier do?

Zapier is an online platform that helps you connect the apps and services you use and automate your workflow. This lets you automate repetitive tasks without building the integration yourself. No need to be an IT engineer: the no-code interface makes it accessible to everyone.

Simple use case

A use case makes it clearer. Imagine you use an email marketing tool for prospecting. Every time a lead clicks a link to book a meeting, you could trigger a Zap. This Zap could check if the lead completed the booking process by verifying your calendar app. If no meeting was booked, Zapier could send a reminder SMS to your lead via your telephony tool. You could also add their email to a spreadsheet to keep track of leads who showed interest but didn’t go further. The possibilities are endless.

Automate & personalize

Zapier can also handle certain types of personalization. Another use case: you want to send a message to everyone who follows your LinkedIn page. Zapier can do that for you. It can send a message including your new follower’s first name and company name, for example, to offer your services. If the follower doesn’t reply after a week, connect your email inbox and a contact enrichment tool to Zapier to find their email address and send a compelling follow-up.

In short, Zaps are automated workflows, made up of a trigger and one or more actions. Once you configure and activate a new Zap, its actions will run every time the trigger event occurs.

Boost your sales efficiency

How to get started with Zapier?

To use Zapier, you need to create an account. You can start with a free account to get familiar with the tool and see what it can do for you. You’ll get a 2-week trial to test Zapier without limits. After that, you’ll be limited to 100 tasks per month.

Note that tasks are different from Zaps: a Zap can contain several tasks, which may all or only some be performed each time the trigger event occurs.

To get more tasks, you’ll need to upgrade to paid plans. Not only will your limits increase, but you’ll also get a shorter refresh period. This means your Zaps will check more often for new trigger events. You’ll also get more Zaps, so you can automate even more tasks.

What can you use Zapier for?

The idea behind this automation tool is to help you create smarter, more personalized workflows. Save time and focus on the important parts of your work. Since everyone uses different apps and services, Zapier offers integrations for everyone. If you’re wondering if your favorite app is included, check out all the apps that integrate with Zapier.

All this means you can use Zapier for many things. Instantly share new posts on LinkedIn, add events to your Google Calendar from multiple apps, and get notified in Slack when you receive an email with an attachment automatically saved to Dropbox. Any automated task can help you stay focused and stress-free while you work.

Is Zapier right for you?

To sum up, Zapier is an automation tool that lets you hand off parts of your workflow. The steps and conditions of this automation are entirely up to you. This way, you save time and focus on the tasks that need your attention most.