According to some of our latest research, automation is a key part of tech companies' plan to survive a recession. Why is automation a powerful tool businesses turn to in hard times?
Automation allows businesses to:
Get more done (in less time)
Build adaptable systems that run in the background
Scale processes in a sustainable way
It may seem like getting more done requires more employees and more expenses, but automation allows you to keep your business-critical work running automatically.
For example, you can create workflows that instantly add leads to your CRM from your specific lead-generation sources. That way, your leads get the right nurture content, and you boost sales—automatically scaling your lead management.
That's just the start. Here are more ways your company can boost efficiency while keeping costs lean.
Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization's technology stack. Learn more.
Table of contents:
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Route data to the correct tool
When your data is up to date, you can send the right communication to leads, pull reports on campaign success, add data to your spreadsheets, and track performance. But sharing that data across teams can be difficult without a lot of communication. And when you need employees to work on more strategic initiatives, necessary tasks like data entry can fall by the wayside.
Automation makes it easy to get important information to your apps and teams. Use the following Zaps to connect tools across your company so everyone can take action on the most up-to-date data.
Send leads to your CRM or tracking spreadsheet
A steady flow of new leads is critical to business success. But that's just the first step. You also need to make sure you're tracking those leads so you can cultivate them into customers. Use automation to send leads from your forms, ads, and chat box to your tracking tool.
Easily scale your processes as you get more leads, even if your team stays the same size. Keep every lead accounted for so your marketing and sales teams can take the right action.
Create or update HubSpot contacts from new Facebook Lead Ads leads
Facebook Lead Ads + HubSpot
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Your new contacts are no good to you in a form, waiting for you to export them. Let this Facebook Lead Ads-HubSpot integration take on that work. It will trigger whenever a new user submits a response to your Facebook Lead Ads, automatically creating a contact on HubSpot or updating an existing match with their answers.
Collect new Typeform responses as rows on Google Sheets
Typeform + Google Sheets
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Forms are great at capturing user information, but exporting their results takes time. Zapier can help you analyze those entries in a spreadsheet automatically with this integration. Once you set it up, it will catch every new entry you receive on a Typeform, saving the results to a new row on Google Sheets so you don't have to do it yourself.
Create Salesforce leads with new Gravity Forms submissions
Gravity Forms + Salesforce
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If you use Gravity Forms as a lead generation tool, this integration is for you. Easily take those leads filling out your Gravity Forms forms and turn them automatically into Salesforce leads.
Add new Typeform entries to Pipedrive as deals
Typeform + Pipedrive
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Using Typeform to gather data about your prospective deals, and Pipedrive to make sure you win your deals? You should cut time between closing those deals by automatically creating new deals in Pipedrive whenever your Typeform form is filled out. This saves you valuable time that you can instead spend talking to clients and working on your other projects.
Send leads to your email marketing tool
When you have leads from multiple sources (like forms or ads), it can be hard to ensure every single lead is getting the right cultivation messages—especially as your lead volume increases.. Create a Zap that automatically sends leads to your email marketing tool with the right tags. This ensures every lead gets put on your email nurtures instantly, keeping your business top of mind.
Create or update Mailchimp subscribers from new Google Forms submissions
Google Forms + Mailchimp
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The easiest way to collect a lead from your website is using a simple form, but the hard part comes with managing that data by hand. Don't you want to add those leads directly to your email marketing list? Now with this integration, you can! Set up this Zap to automatically create or update a Mailchimp subscriber as soon as a new Google Forms submission is received.
Add or update ActiveCampaign contacts with new Facebook Lead Ads leads
Facebook Lead Ads + ActiveCampaign
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Whether you're setting up an event or selling a product, it can be a challenge to process new leads from successful ad campaigns—unless you automate your way to organization. With this Zap active on your dashboard, Zapier will automatically create new contacts or update an existing match on ActiveCampaign whenever a new lead's submission is detected from Facebook Lead Ads.
Create Flodesk subscribers from new Typeform responses
Typeform + Flodesk
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Create Flodesk subscribers from new Typeform responses with this integration.
Pro tip: Set up a multi-step Zap that instantly sends leads to your CRM and email marketing tool at the same time.
Streamline project management
Smooth project management is the key to turning business ideas into reality. It requires consistent task management, notifications, and progress reports. When projects are poorly managed, you and your team can't get things done efficiently—hurting your bottom line.
Fortunately, you can use automation to streamline project management, helping you get work done quickly and with better insights.
Instantly track tasks
Picture this: Projects are moving fast, and people are getting messages about things they need to do in Slack and Gmail. It's easy for key messages to slip through the cracks—until you bring automation into the mix. Keep track of project tasks from your email and team chat app by setting up a Zap that instantly sends them to your project management tool.
Create monday.com updates with new Slack messages
Slack + monday.com
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With the help of Zapier, you can have your communications constantly updated between your two favorite tools: Slack and the Monday app. This integration automatically updates your monday.com account whenever a new message is received to a specified Slack channel. Never miss a thing again!
Create Asana tasks for labeled Gmail emails [Business Gmail Accounts Only]
Gmail + Asana
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Want to add emails directly into your to do list? Use this automation and when you add a label to an email in Gmail, Zapier will create a new task in Asana. Save yourself a step and turn emails directly into tasks.
Create Trello cards for new Microsoft Teams channel messages
Microsoft Teams + Trello
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Got a team channel for assigning to-dos? Use this integration to connect it to Trello. When you do, new messages to that channel turn into Trello cards. It's a simple way to automate task creation and get you ahead of the game.
Create Jira Software Cloud issues from new messages posted to a Slack channel
Slack + Jira Software Cloud
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If you're looking for a simpler way to get your team's issues into Jira Software Cloud, look no further. Set up this integration and Slack channel messages generate Jira Software Cloud issues. Try setting up a channel just for issues and tasks, and all messages sent there will go into Jira Software Cloud. Easier for everyone, and a clearer way to get things done.
Build a custom notification bot
Keeping projects on schedule requires frequent notifications to help team members stay on track. And if you're managing multiple projects, it's just not feasible to manually send notifications for every project task. Fortunately, you can set up a Zap to do it for you. Streamline project messages by creating a custom notification bot that sends reminders about tasks, due dates, and more.
Get Slack messages for new Asana subtasks
Asana + Slack
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Subtasks in Asana let you specify your tasks to the level of granularity that you want. With this Zapier automation, you'll get a Slack message whenever a new subtask is assigned to you. That way, you'll have a finger on the pulse of your to-do list without having to leave the chat.
Send or receive Gmail emails for new Trello activity
Trello + Gmail
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This integration lets you keep everyone on the team—even those not on Trello—up to the minute on developments in your boards. Easily ensure that no information falls through the cracks by watching for activity and sending an email every time there's anything new.
Generate Teamwork tasks from new Jira Software issues
Jira Software Cloud + Teamwork
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Need to keep team members organized and in the know about tasks and status updates? With this integration, we'll make that easier for you. New Jira Software issues generate tasks in Teamwork. From there, tasks can be assigned, completed and sorted- a much simpler way to stay organized.
Report on progress
Getting projects done is the end goal—but it's not the only goal. You want projects to get done efficiently because inefficient project management leads to mistakes, wasted time, and delays. Use automation to pull status reports on projects easily to ensure you're getting projects done on time. Create a Zap that instantly adds items to your databases so you can see retrospective analysis in one place throughout your whole project.
Create Airtable records from new or moved Trello cards
Trello + Airtable
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Trello's a good way to visually organize projects, but there may be times where you want to organize projects in a powerful database. That's where Airtable comes in. If you need to track a more complex projects or more customization, you can use this Zapier integration to automatically create new Airtable records when new Trello cards are created.
Add new Basecamp to-dos to Google Sheets as new rows
Basecamp + Google Sheets
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Do you enjoy using Basecamp to-dos but find it easier to keep track of things in a spreadsheet? Zapier can automate this for you with this simple integration. Once it is configured, new Basecamp to-dos will create new rows in your favorite worksheet in Google Sheets, allowing you to keep track of everything right where you want it, automatically.
Create a seamless sales hand-off
In sales, there's always a new prospect to pitch, an old customer to re-engage, and a new campaign to develop. Every pitch is important, but when times are tough, every pitch matters that much more. And when you're managing multiple accounts, it can be hard to find time in your day for strategic sales prep.
Use automation to streamline your sales processes, so you can gain back time to focus on more strategic work—like creating personalized sales pitches.
Notify your sales reps about new leads
When your team knows about new leads, they can quickly act while the lead is hot. Send instant notifications about new leads to your chat app, inbox, or wherever your team hangs out. With automatic messages, your team can reach out to leads at the right moment—increasing your sales.
Get Slack notifications for new Typeform entries
Typeform + Slack
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The best way to keep your team in the loop is to bring updates where they spend most time. Once active, this integration will automatically post messages to Slack whenever you get a new response on Typeform. Just choose what information you want to post from the response during setup, and we'll take care of the rest!
Get Slack notifications for new HubSpot form submissions
HubSpot + Slack
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Wouldn't it be great to get a Slack message every time someone fills out your HubSpot form? This HubSpot Slack integration automatically notifies you of new form submissions so you'll instantly know when you've got a new entry.
Post new and updated ClickFunnel leads to Microsoft Team channels
ClickFunnels Classic + Microsoft Teams
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Having trouble keeping your team informed while also managing marketing strategy and tracking leads? Make sure your marketing team stays up to date with everything you do! Whenever there's activity for a ClickFunnel contact, such as new contacts or edits to existing ones, this integration automatically posts messages to your team in Microsoft Teams. Let your team handle the rest from there.
Send Gmail emails about new Pipedrive CRM deals
Pipedrive + Gmail
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You've just closed a deal in Pipedrive. Now, let your Gmail account automatically send you an email notification. That way, you can send an email notification to yourself or your team, or let your customer know the deal is done.
Keep prospect information up to date
Accurate prospect data—like deal information—is critical to a successful sales call. But, when you're using a mix of apps to engage with leads, it can be hard to make sure all the data is up to date. Use Zapier to connect your different tools, so lead information automatically updates when a prospect takes action (like making a payment or signing a contract).
Create or update HubSpot contacts from new customers on Stripe
Stripe + HubSpot
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If your customer data is somewhere on your system, it can be everywhere, and you don't have to bother copying it around yourself. This Zap will do it for you after a few configuration steps. It will watch for new customers on Stripe for you, sending each one to HubSpot automatically. Existing matches will be updated with any new details, and if none are found, we'll create a new contact for you, ensuring you're never missing anyone.
Create or update Mixpanel profiles for new Microsoft Dynamics CRM leads
Microsoft Dynamics 365 CRM + Mixpanel
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Do you know exactly how new leads engage with your product? With the Microsoft Dynamics-Mixpanel integration, when a new lead is created in Microsoft Dynamics, an event is tracked in Mixpanel and a new profile is created (or the relevant profile is updated if it already exists). Now you can build better products by seeing the exact actions that new leads take inside your product. You can even send targeted notifications to those new leads based on actions they take.
Route to-dos to the right place
As all sales reps and account managers know, it's hard to keep track of all your tasks when you're dealing with a large portfolio of prospects. Create a Zap that instantly sends your to-do items to whatever app or tool you use for task management. That way, you (and your sales team) can better manage your tasks and get everything done.
Create Google Tasks task lists from Pipedrive deals
Pipedrive + Google Tasks
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Once you close a deal, your work doesn't stop there: countless follow-up tasks will follow as you make sure your customer is satisfied. Keep the tasks associated with each deal organized by setting up this Zap to create new Google Tasks task lists for Pipedrive deals.
Add new Pipedrive activities to Todoist as tasks
Pipedrive + Todoist
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Keeping your tasks coordinated by hand across multiple apps is a needless time-sink. Zapier can do it all for you, with no risk of typos too! After you've set up this automation it will automatically trigger when new activity is created on Pipedrive. In response, Zapier will create a new task on Todoist for you, tracking all your action items for you.
Create Microsoft To-Do tasks from new Salesforce leads
Salesforce + Microsoft To Do
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If you are constantly getting new leads, you may find some of them slipping through the cracks. Keep your eye on the prize with this integration, which creates tasks in Microsoft To-Do with new leads added in Salesforce. Never lose another potential sale again!
Build a better customer experience
Thoughtful, prompt, and value-added outreach is the key to a positive customer experience. But, when you're working with a lean team, it can be difficult to grow client relationships without overworking your team.
Enter automation. When you add automation to the backbone of your customer experience, you can ensure timely messages and intentional outreach that scales sustainably.
Send personalized, automated response emails
Timely, purposeful responses let your customers know you care. But when messages pour in left and right, response times might start slipping. Instantly follow up with customers via SMS or email by having Zapier automatically send a message for you. Now, your customers know they've been heard, and they're your top priority.
Send Microsoft Outlook emails for new Typeform entries
Typeform + Microsoft Outlook
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After someone fills out a form on your site, you might want to get an email alert or send a follow-up email to the individual who completed the form. This Zapier automation lets you do either of those things, without breaking a sweat. Automatically send a customizable email—to a recipient you specify—whenever a new Typeform entry is submitted.
Send emails in Gmail for new leads in Facebook Lead Ads
Facebook Lead Ads + Gmail
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A personal welcome email is a great way to kick-start a relationship with a new customer.This Zap can help with that, triggering whenever a new lead follows your call to action on Facebook Lead Ads. This integration automatically inserts their details into your email template and sends them your personal message from Gmail. You also have the option of sending their details to a teammate so they can follow up instead.
Send Gmail emails for new Zendesk tickets
Zendesk + Gmail
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Get notified of new Zendesk tickets so you can take immediate action. With the help of this Zapier integration, each new Zendesk ticket can be sent to internal team members via a Gmail message. Have complete control over the email experience for new tickets by combining Gmail and Zendesk
Automate customer appreciation
The lead lifecycle doesn't stop when you make that sale. You still want to turn that customer into a repeat customer with thoughtful post-sale outreach. Use automation to send post-purchase thank yous for a more personal customer experience.
Thank Stripe customers with a Gmail email
Stripe + Gmail
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Sometimes, all it takes to start a relationship between you and a new customer is a personalized email. Use this Zap to send an email from your Gmail account whenever you receive a new payment in Stripe.
Send new Quickbooks Online customers a Handwrytten note
QuickBooks Online + Handwrytten
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Thanking new clients is a great way to build on business relationships. Zapier allows you to automatically send new Quickbooks customers handwritten notes (written in ballpoint pen) via Handwrytten.
Spread automation across your business
Automation is the most powerful when all individuals, teams, and departments use it. Because when your whole company is automating work, you can build systems that scale—even during a recession.
