Articles

Top 5 Integrations to Include in Your Zapier Dashboard

by Andrew Bagel-Brown Business and Marketing

Being able to streamline your processes, whether it’s content marketing, staff and client management, or project delivery, is critical to reduce lag time, hold-ups and the additional costs that go with it.

Zapier is a great way to manage a whole range of small and large-scale processes. It is a web-based task automation tool for business practices. But its true usefulness lies in the tools and services that can be integrated into it - making it a true one-stop shop for project and people managers.

Using Zapier, you can build what are called Zaps to automate different areas of your business. A Zap is like a blueprint for getting things done. It starts with a trigger and ends with an action. Once you have created a Zap, it will run automatically.

Pipedrive

You might not realise it, but almost everything you do in your business is actually a process. For example, if a potential customer asks you about your prices for a particular service, you document what they are looking for, prepare the price sheet, and then send it off to your prospect.

This is also called a Workflow because it involves a series of steps that you need to complete in order to get something done. If you aren’t using any automation tools, this process is done manually and remains inside your head.

Pipedrive is a tool that gives you the ability to share your workflow with anyone by letting you visually manage processes. Using its visual pipeline, you can:

  • Track meetings
  • Set deadlines
  • Drag deals to where they need to be in your sales process
  • Log calls
  • Assign activities

When you integrate Pipedrive with Zapier, you will be able to use automated workflows between more than 500 apps and Pipedrive. Replace manual processes like sending a proposal to a customer, with automation where you can create it on an app such as Better Proposals. It will then be generated using the data from Pipedrive and then sent to your customer.

When you use Zapier and Pipedrive together, you will be able to:

  • Simplify logistics and support
  • Reduce the length of your sales cycle
  • Create better reporting
  • Build better marketing campaigns

Leadfeeder

Leadfeeder is a marketing and sales tool that integrates with your email marketing program and your CRM to help increase your sales. Using Google Analytics, Leadfeeder tells you:

  • Who is visiting your website
  • What pages they are landing on
  • When they are visiting



Image courtesy of Leadfeeder.

With Leadfeeder integrated in Zapier, you will be able to follow-up with your leads promptly, put your data where you need it, and prioritise follow-up tasks using built-in lead scoring.

When you put the value of Leadfeeder together with the power of Zapier, you reach a whole new level of automated functionality. With the Zapier Leadfeeder Integration, you will be able to:

  • Send new leads automatically to Trello, Google Sheets, your CRM, or any one of the hundreds of apps that seamlessly connect with Zapier
  • Define and identify the leads you are most interested in
  • Qualify leads using smart filters


Jeff H. Dickey, President of Marcomm Strategists, Inc. gives high marks to this new integration. He says:

"With the latest visitor ID enhancements from Leadfeeder Booster and the flexible Zapier integrations, we can provide real-time updates and alerts to clients, regardless of the communication platforms they have deployed.”

Streamtime

Streamtime is project management software for creative agencies. It takes care of the boring admin work so you can spend your time being creative. Features include:

  • Scheduling
  • Time tracking
  • Invoicing and quoting
  • Job planning
  • Reporting


With Zapier and Streamtime automation, you will have more flexibility in where you see your data. You will also be able to share your data across multiple apps. Some examples of the additional automation you can use are:

  • Post job updates to Slack
  • Receive job briefings from your clients via Typeform
  • Create to-dos from Slack messages

Freshdesk

Freshdesk is an intuitive customer support software that offers you everything you need to provide better support by giving you the ability to:

  • Resolve issues as a team
  • Provide support across multiple channels
  • Track conversations
  • Identify, measure, and improve help desk performance
  • Customize agent roles, customer portals, and helpdesks
  • Create forums and a knowledge base where customers can help themselves


With the Zapier integration, you can supercharge your customer support. Some popular Zaps for Freshdesk include:

  • Creating Trello cards from new Freshdesk support tickets
  • Getting Slack notifications for new tickets
  • Creating Freshdesk tickets for new Google Sheets rows

WordPress

WordPress is an open-source content management system. It is one of the simplest ways to create your own blog or website. You don’t have to be a programmer or developer to use WordPress. It is also one of the most popular systems with over 29% of all websites using WordPress as their platform.

When you integrate WordPress with Zapier, you can automate many everyday tasks. Some of the most popular and most useful Zaps you can use with WordPress are:

  • When you write a new post, automatically post it to Facebook and Twitter
  • Backup your site to Dropbox
  • Automatically post new Instagram photos and new YouTube videos to your WordPress site
  • Use responses from surveys as new posts
  • Set up drafts posts from Google Docs


When you connect your apps with Zapier, you will save a lot of time and be able to focus on other aspects of your business that increase your bottom line. The possibilities are endless. Because Zapier integrates with over 400 different web apps, you are bound to find many that you are currently using.

Integrations with Zapier will make your business run more efficiently.

Image Pixabay CC0 License


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About Andrew Bagel-Brown Freshman   Business and Marketing

2 connections, 0 recommendations, 22 honor points.
Joined APSense since, February 11th, 2016, From Sydney, Australia.

Created on Jun 26th 2018 23:14. Viewed 1,147 times.

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