Introduction to Zapier Integrations

How to integrate and automate your processes for sales, marketing, and operations with Zapier

What is a Zapier Integration?

Most businesses use different tools and software in their day-to-day operations and rely on data from multiple sources to make decisions (CRM, email marketing platform, analytics, etc.).

Most businesses also usually require a lot of data entry and manual admin work to keep running smoothly and will often struggle with running out of resources in these areas as they try to grow.

Zapier helps solve BOTH of these challenges (and a lot more).

Zapier allows your business to operate more efficiently and save time on manual admin work. It’s a tool for building customizable integrations and workflow automations that connect different apps and software to build fully customizable automations, called “zaps.”

Sync important data between platforms automatically and in real-time. Create workflow triggers that automatically run a particular process when a specific condition is met (such as automating a thank-you email after your sales call or automatically passing contact info from your marketers to your sales team) and other repetitive tasks without needing to code.

Creating a ‘Zap’ is simple, but creating these mini-automations can have a powerful effect on the streamlining of your organization.

Steps to Create Mini Automations

1. Choose the two apps you want to connect (from over 3,000 connected apps!)
2. Set the ‘trigger’ for the process to run (what criteria will cause it to start running)
3. Select the output action you want to be performed (from a list of options associated with the apps you selected)
4. That’s it! There are some additional fields you’ll fill in along the way, and there are additional things you can do with Zapier (for example, adding multiple steps to your automation), but this is the main idea to get you started.

You could sit down today and automate thank you and confirmation messages.

Or automatically sync records and analytics between several platforms

Or send automatic follow-ups to leads that came through one channel (such as Facebook ads) through another channel (automatically send them an email three days later, then a Linkedin connection request two days after that, etc.)

And automate your entire client onboarding process!

The options are endless.

Zapier Integration and Automation Benefits

Why should you use them?

Zapier is a powerful and flexible way to streamline the operations of your business.

Zapier integrations and automations can help you…

Save Time by Automating Repetitive Tasks

The overall operations of your business are made up of series of smaller processes that you run, some manually and some not as much. Creating integrations and automations with Zapier can significantly increase the efficiency of everyone who works in your organization. One way Zapier does this is by allowing you to automate repetitive, time-consuming tasks.

Use Zapier to automatically add a lead to your CRM, or send them a thank-you or followup, or notify your sales team of a new prospect.

Sync and Organize Data from Multiple Sources without Data Entry

Another way Zapier saves you time (and headache) is through its ability to eliminate the majority of the need for data entry work. You can create ‘zaps’ to do the manual admin tasks that involve moving or adding information, whether it’s between people on your team (such as transferring the details of a deal from salesperson to project manager) or between systems (adding leads from paid ads to your CRM) or even between systems and people (notify your sales team every time there’s a new prospect via your lead gen survey).

You can use Zapier to streamline a process involving time-consuming tasks or data entry work, which generally results in dramatic productivity and efficiency improvements.

As an additional side benefit, this also prevents your people from constantly switching between multiple systems or spending a lot of time tracking down the data they need for their work.

Connect Tools Together that You Couldn’t Otherwise Integrate.

You might want to connect tools that you use that don’t have a direct integration. Often, Zapier can be a workaround for this, because many platforms do integrate with Zapier, even if they don’t have many other integrations. If the tool integrates with Zapier, you can use Zapier to connect it to any other tool that Zapier also connects to. Using Zapier in this way also means that you can build automations that you might not directly offered as a feature of the tool you are using.

Do more with less people

Eliminating or automating repetitive, manual, time-consuming tasks reduces your need for staff in these areas. This means you can do more with the same amount of people.

Do this is especially important as you scale (staffing is often a major constraint on growth) because an automation scales with you, without needing additional people. This means your business can do more over time as it growth, with far less people that it would otherwise need to operate.

Improve the accuracy and consistency of your operations

Human error costs you money. When you reduce the amount of manual admin work, you also reduce the possibilities for error…meaning you increase your overall accuracy while also freeing your team’s time to do more of what they love.

Upgrade (and automate) your pipelines (for sales, client onboarding, etc.)

Whether it’s the pipeline you have for your sales process, or for bringing in new employees, or onboarding a new client after the sale is closed, Zapier can be a great tool for 1) building a better pipeline (greater consistency and faster turnaround times) and 2) streamlining your pipelines with automation, allowing them to handle more people with the same process. This will also help ensure you don’t have essential people or deals slipping through the cracks!

The Number 1 Zapier Integration for Sales Presentations…

The Zapier-Slidecast Integration

If you are looking for an app integration to help with your pitch decks (or other slide-based presentations), then it’s worth exploring Slidecast, one of the most powerful sales enablement integrations for Zapier.

Slidecast is a powerful remote selling platform designed to streamline and scale your ability to deliver and track your presentations, pitches, and product demos. Slidecast helps you build business presentations more efficiently, with analytics to track presentation engagement and tools for follow-ups and marketing communications to help you make your presentations more impactful and to close more deals.

250,000 presentations have been delivered through Slidecast, with 41,000 hours worth of attention from prospects on user presentations (an average of 10 minutes per Slidecast presentation!).

Using Slidecast + Zapier Gives you…

Streamlined and Scalable Presentation Delivery

Delivering your presentations, pitches, and product demos is made simple and scalable by the combination of Slidecast and the integration power of Zapier. You can quickly create business presentations with Slidecast, which will always result in a polished presentation with an impact. Slidecast and Zapier give you the ability to seamlessly deliver your content with ease and precision, whether you’re pitching to a single client or presenting to a large audience.

Enhanced Presentation Engagement Analytics

Utilize Slidecast’s detailed analytics to learn important insights about how your presentations are received and interacted with. Monitor presentation engagement metrics like the number of times a slide is viewed, the amount of time spent on a slide, and interactions with any embedded multimedia. You can refine and optimize your content for maximum impact by using these analytics to determine which parts of your presentation connect with your audience the most. By automating the gathering and analysis of presentation engagement data, you can save time and effort with Slidecast’s integration with Zapier.

Effective Follow-ups and Marketing Communications

You can improve your follow-up tactics and marketing communications when Slidecast is integrated with Zapier. Use the information gathered from your presentations to send targeted and individualized follow-up emails to your prospects and clients. With Slidecast and Zapier integration, you can automate these touchpoints, whether it’s a text message, email, or even a voice call. This ensures timely and consistent communication that keeps your audience interested and engaged. You can develop relationships with your leads, nurture them, and improve your chances of closing more deals by taking advantage of this integration.

Improved Presentation Impact and Conversion Rates

You can make presentations that have a lasting effect on your audience by integrating Slidecast and Zapier. You can create visually stunning and captivating presentations that captivate your audience by using Slidecast’s user-friendly tools and features. When you combine this with Zapier’s automation features, you can deliver your presentations smoothly while making sure that your audience is paying attention and participating the entire time. The outcome? Increased conversion rates because your persuasive and well-designed presentations effectively guide prospects through the buying process.

Efficient Scaling of Presentation Delivery

Slidecast + Zapier integration enables effective scaling of your presentation delivery process, regardless of whether you run a small business alone or have a large sales team. You can also present remotely using the web-based platform provided by Slidecast, saving time and resources by avoiding the need for in-person meetings. You can easily manage multiple presentations, track engagement among various prospects, and guarantee consistent content delivery by automating tasks and workflows with Zapier. This scalability enables you to expand your clientele, produce more leads, and ultimately expand your business.

Seamless Integration and Workflow Automation

Your presentation platform can easily be connected to your current tools and workflows through the integration of Slidecast and Zapier. You can connect Slidecast with your CRM, email marketing program, and project management tools, because of the Zapier’s extensive integration capabilities. Your workflow is streamlined by this integration, which automates tedious tasks and makes sure that data is accurately synced across platforms. By automating manual tasks, you can devote more time and effort to developing engaging presentations and communicating with prospects and clients.

Closing More Deals with Data-Driven Insights

Making data-driven decisions that result in more profitable deals is made possible by the integration of Slidecast and Zapier. You can spot trends, preferences, and pain points that affect how your prospects make decisions by utilizing the analytics and engagement data collected by Slidecast. Utilize this helpful information to customize your follow-ups, address particular issues, and offer audience-resonant solutions.

How to use the Slidecast – Zapier Integration

First, ensure you’ve signed up for a free Slidecast account at Slidecast.

You can use pre-built automation templates to create your “zap quickly”(their word for an automation

Or, create custom automation by choosing the trigger to start the automation.

For example, these are triggers from Slidecast you can use to initiate the process.

Then, choose the connected app and the action to follow the trigger. For example, here could create automation to automatically add a contact to a specific list within Hubspot CRM once they view the pricing slide in the sales pitch you sent them through Slidecast.

Configure the fields, test them to ensure it works properly, then activate them, and you are good to go!

What Other Apps are Commonly Used with Zapier?

Salesforce

Zapier helps you automatically handle the manual work of keeping your Salesforce list up-to-date, so you can spend time on winning more customers. Use Zapier to automatically create or update leads, contacts, or opportunities from emails, online forms, social media ads, or other apps you use.

Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Filter by Zapier

Only allow a Zap to proceed when a specific condition is met. For example, if you’re sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a specific address.

Slack

Slack is a platform for team communication: everything is in one place, instantly searchable, and available wherever you go. Offering instant messaging, document sharing, and knowledge search for modern teams.

Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL whenever we see something new. It can also accept data (or JSON) to kick off a workflow in Zapier.

Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google’s free online calendar, it’s easy to keep track of your daily schedule.

Formatter by Zapier

Data isn’t always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier’s Formatter tool can help.

Email by Zapier

Send and receive email via a custom Zapier email address at “zapiermail.com.” This is great for triggering off emails and sending custom emails. (Max of 10 emails sent per hour.) Have direct access to your email servers? Check out our IMAP and SMTP services!

Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Schedule by Zapier

The schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week, or every single day. You can also select the hour of the day. If you’re a developer, this is similar to a crontab, cronjob, or cron.

Examples of Popular Automations Commonly Created with Zapier

1. Share content across several social media platforms
   
   1. Twitter
   2. RSS by Zapier
   3. Facebook Pages
   4. WordPress (Legacy)
2. Send new leads a personal message by connecting
   
   1. Facebook Lead Ads
   2. Google Forms
   3. Typeform
   4. SurveyMonkey
3. Notify my team about new leads by connecting
   
   1. Facebook Lead Ads
   2. Google Forms
   3. Typeform
   4. Calendly
4. Add new leads to a spreadsheet or database by connecting
   
   1. Facebook Lead Ads
   2. Eventbrite
   3. Unbounce
   4. Gravity Forms
5. Add new leads to my CRM or support platform by connecting
   
   1. Facebook Lead Ads
   2. ClickFunnels
   3. Gravity Forms
   4. Google Sheets
      
      1. Collect new Typeform responses as rows on Google Sheets
      2. Send an email when a new lead comes in
      3. Get email notifications or send follow-ups to new Typeform respondents
      4. Get Slack notifications for new Typeform entries
      5. Acquire emails with new Facebook Lead Ads leads
      6. Add new Facebook Lead Ads leads to rows on Google Sheets
      7. Post new RSS items to a Facebook Page
      8. Save new Gmail attachments to Google Drive
      9. Create Trello cards from new Typeform responses
      10. Save new Gmail emails matching certain traits to a Google Spreadsheet
      11. Send emails via Gmail when Google Sheets rows are updated
      12. Create Trello cards from new Google Sheets rows
      13. Generate Google Calendar events from new Google Sheets rows

FAQS About Zapier Integrations