Many routine business processes fit into a fairly simple scheme. First, we wait for a certain event to occur in one of the working services: leads arrive, a message arrives, and so on. Then we perform an action based on this event: for example, we copy the received leads to another service or respond to the received message with a template.

So, Zapier is an online platform with which you can automate simple business processes. The system works as follows. As soon as an expected event occurs in one of the services, it automatically performs the required action in one or more other services – depending on the settings.

To set up automation between two or more services, you need to connect them via Zapier and configure the interaction scenario. In other words, create an integration between them. And if an event and an action occur in one service, it can be integrated with itself.

The integration process takes only a few minutes. You don’t need to know how to program. It’s enough to click on the appropriate buttons. The Zapier interface is very simple and does not leave the user without prompts.

The scripts configured in Zapier are called zaps. You can create and use many of these integrations.

Business automation with Zapier: 5 examples
Zapier allows you to automate your work with different groups of services. Here are just a few of them.

  • CRM. You can set up automatic delivery of leads from Facebook, quizzes, chats and other advertising channels to your sales management system. You just need to connect these services to your CRM via Zapier. For example, Facebook – Zapier – amoCRM integration can copy each lead from a social media form into the amoCRM sales funnel. You can also connect newsletter services to CRM so that customers automatically become your subscribers. For example, a Bitrix24 – Zapier – Mailchimp script will add each new contact’s email to the Mailchimp mailing list database;
  • Spreadsheets. If you use Google Sheets service instead of CRM, you can set up automatic delivery of leads to a spreadsheet. To do this, you need to connect quizzes, chats, Facebook and other advertising platforms to Google Sheets. And if you need to export leads or other data from the table to external services, this is also possible. For example, you can set up automatic sending of new records from Google Sheets to Slack, so that your boss can monitor the flow of leads right in the messenger;
  • Posts. Stores and other businesses often need to notify customers by mail about order registrations or service status. If you have this need too, you can connect your CRM, online store CMS or other service where you store orders to Gmail. As a result, Zapier will automatically send template emails to your customers based on the selected action: for example, the text “Thank you! Your order has been shipped” when the order moves to the “Sent” status;
  • Cloud storage. Zapier provides an opportunity to set up automatic backup of files from Trello, Slack, Evernote and other work services. To do this, you need to connect them to Google Drive, Dropbox or another cloud drive. Moreover, the service allows you to integrate several cloud storages so that files added to one of them are automatically copied to other ones. Even if something happens to one disk, you’ll always have a backup;
  • Social media. Many companies duplicate their content to multiple social networks. With frequent posting, this can take a lot of time. It’s much more efficient to automate the process. To do this, you need to connect several social networks through Zapier. After that, it will be enough to make publications in one social network: Instagram, Facebook or Twitter. The system will duplicate the content on the other sites instead of you.
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