You’ll need a way to connect all of your business and productivity apps if you use a lot of them. Zapier is an online platform that allows users to connect several services to build interconnected functions. You can use a “If X happens, do Y” structure to chain commands together, where X and Y can be any app. The main benefit of these automations is that they allow you to combine various actions and apps into a single Zap.
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Zapier is a powerful tool that can help you automate your workflows and save you a ton of time. It’s also a great way to focus on doing the important work while Zapier handles everything else.
Zapier allows you to create powerful connections between apps that have APIs, so that when one of your triggers occurs, Zapier can automatically send an action from one app to another. This means you can do anything from adding new contacts in Salesforce right after getting an email from them, to creating a new Slack channel for your team based on who is included in the email thread.
It will make your life easier and save you tons of time!
Episode Highlights:
00:00 Introduction
3:06 What is Zapier and why use it?
6:41 What are “tasks” and how many do you need (i.e. How much will it cost)?
10:44 Benefits of using Zapier to automate things
12:48 Will’s demonstration of how to use Zapier
14:26 Step 1: choosing an app to serve as a trigger
19:49 Step 2: setting up an action
24:08 Some use cases and recipes for Zapier in real estate
37:54 Using Zapier to set reminders for yourself
42:17 Will’s advice for starting with Zapier and keeping yourself motivated
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