Articles that mention "Google Sheets"

From social media to your CRM: improve your lead management with automation

Inexpensive, powerful apps have made lead generation—once the exclusive domain of Fortune 500 enterprises—available to even the smallest business. But while acquiring vast quantities of leads has become simple, managing them is anything but.

A simple client database template for freelancers

I've tried a bunch of CRMs in my day—I run a content marketing business and have 35 active clients, so it's crucial that I have an easy spot to manage my client information. But none of the apps I tried fit the bill.

How to add Stripe sales as new rows in Google Sheets

Manually logging Stripe transactions is not only tedious, it's also error-prone. Don't worry, automating your bookkeeping—taking those tasks off your plate while reducing errors—is easy.

Get rid of the nitty gritty: Automate the little things for big savings

What you do a million times because it's easy is a million seconds you can be doing something else. Same for your employees. Pick one small thing you do a million times and optimize it with automation.

How to automatically print shipping labels

Creating address labels has come a long way since learning how to do a mail merge. Use Zapier to add contacts to a spreadsheet for easy printing with online tools.

Automate these 5 painful tasks with Zapier workflow automation

Workflow automation connects business processes from different people and systems. By creating a series of automated actions for each process, businesses improve efficiency and save time by connecting systems, people, and content from different sources.

Modernizing marketing at a 56-year-old nonprofit

Amigos de las Américas had decades of success, but its systems hadn't been updated to support its mission in a modern way. Automation with Zapier helped them do that, without diverting funds away from youth leadership and service programs.

The Zapier guide to line items

What exactly is a line item? If you’ve ever received a receipt for a purchase, or filled out an invoice, you’ve already seen them: A line that includes each product’s name, price, or quantity, repeated for every product.

What is data validation in Google Sheets? 

Spreadsheets are anarchy. You can type whatever you want in any cell and no one can stop you. I could write "orange" in a column labeled "birthday" and no one could stop me. Like most freedom, this is great until you make a mess.

Automation for startups: is automation your untapped competitive advantage?

It's no secret: automation is essential for organizational success in 2021. And that's not just true for big, multinational conglomerates. The same can be said for businesses of any size, including lean, nimble startups like yours.