Use Zapier to Supercharge Your Business

September 28, 2023


>Download a Transcript of This Episode<

In the fast-paced world of modern business, efficiency is the name of the game. Today, we’re diving headfirst into the world of automation and productivity with a focus on a game-changing tool: Zapier. So, what exactly is Zapier, and why should you care? Let’s get started on the 10 ways to use Zapier to your advantage!

What is Zapier?

At its core, Zapier is a powerful app that empowers you to automate and streamline various aspects of your business. It’s all about making your dream business a reality by reducing manual tasks and increasing efficiency. The magic happens through something called a “zap,” which is essentially a workflow or integration you create within Zapier.

Why Use Zapier?

Now, you might be wondering why you should bother with Zapier. Well, there are two fantastic reasons:

Cross-Platform Integration

Zapier enables you to seamlessly connect different tools and apps, ensuring your data flows effortlessly across your organization.

Imagine this: You use a Customer Relationship Management (CRM) tool like 17 Hats to manage your projects and client info. When a project wraps up, you don’t want to lose touch with that client. With Zapier, you can connect your CRM to your email marketing platform (like FlowDesk) and set up a zap to automatically move clients from one to the other.

The beauty is, you can connect almost any popular app through Zapier. It’s like a universal translator for your software tools.

Custom Workflows

Zapier lets you create tailored workflows that fit your unique business needs, automating repetitive tasks.

Plus, if you opt for the paid version, you can build multi-step workflows that perform complex actions triggered by specific events.

10 Exciting Ways to Use Zapier in Your Business

Now, let’s dive into the real meat of this episode: 10 exciting ways to use Zapier in your business.

1. Lead Generation and Management

Automatically add new leads from website forms, emails, or social media to your CRM system.

Notify your sales team via Slack or email when a promising lead appears.

2. Email Marketing

Sync contact data between email marketing platforms and CRM systems.

Send follow-up emails based on user interactions with previous emails.

3. Social Media / Content Management

Monitor brand mentions on social media and receive instant notifications.

Schedule and publish blog posts or social media updates at specific times.

Automatically share new content with subscribers via email.

4. Customer Support

Create support tickets in helpdesk software from customer emails.

Send automated follow-up emails to customers after resolving their support requests.

5. E-commerce

Notify your team when a new order is placed in your online store.

Update inventory levels in real-time across multiple platforms.

6. Data Backup and Management

Automatically save email attachments to cloud storage.

Back up critical business data to a secure location.

7. Employee or Client Onboarding

Send welcome emails with onboarding information to new hires or clients.

8. Project Management

Create tasks in project management tools based on new email requests.

Send project status updates to relevant team members.

9. Event Management

Automatically register attendees for events and send confirmation emails.

Create calendar events and reminders for upcoming webinars or meetings.

10. Survey and Feedback

Automatically send surveys to customers after a purchase or support interaction.

Record survey responses in a database for analysis.

And there you have it, my friends! Ten incredible ways to leverage the power of Zapier in your business. As you explore these diverse applications, you’ll find that whether you’re streamlining your lead generation, enhancing your email marketing, or supercharging your customer support, Zapier has got your back.


Now, I’d love to hear from you. How do you currently use Zapier in your business, and which of these ideas are you excited to implement? If you need more guidance or want a deep dive into Zapier, drop me an email at I’m here to help you make your dream business a reality.

Thanks for reading today, and I’ll catch you in the next episode of the DreamBiz Podcast. Stay inspired, stay productive, and keep dreaming big!

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