Zapier tutorials

Use Zapier to send a confirmation email from Gmail for HubSpot form submissions so you can nurture prospects automatically. 

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Send an email for new HubSpot form submissions

Automation inspiration

Discover the top ways sales teams use automation to stay organized, save time, and keep databases up to date.

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3 ways to automate your sales

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How to add subscribers to Mailchimp from Google Sheets

Create a smooth onboarding experience without adding things to your to-do list by connecting BambooHR and Lessonly.

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How to automatically assign new BambooHR employees a Lessonly lesson

Watch our video to learn how to save time by automatically saving attachments.

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How to automatically save Gmail attachments to a Google Drive folder

Here's how you can streamline your digital file management with Google Drive and Zapier.

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5 ways to automate Google Drive

If you run a small business, you're likely tackling a huge amount of tasks with a lean team. Automation can help you scale your small business faster and boost your ROI.

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Automation for small businesses

If you want real-time updates, send yourself a customized Gmail notification when a new lead comes in. 

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How to set up email alerts for Facebook Lead Ads

Looking for ways to keep track of new leads so no prospect slips through the cracks? Create custom notification bots so your whole company gets info where they want it, when they need it.

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Build custom notification bots for new leads

Customer stories

Discover how automation helps Orchard improve their lead lifecycle and customer profiles so they can provide a better customer experience. 

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How automation helps this real estate company level up their customer experience

Discover how this media-tech platform uses automation to communicate effectively with their writers and audience.

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How Mogul Millennial uses automation to streamline communication 

Discover how Sixth City Marketing uses automation to keep data up-to-date for client check-in calls at a moment's notice 

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How this marketing company tracks lead data for clients in real time

Discover how Vocal uses Zapier to automate their repetitive and tedious tasks. 

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How Vocal uses Zapier to do three times the work

App of the day

forms.app, an online form builder, wants forms to be effortless, not daunting. 

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forms.app: App spotlight

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How to send a reminder in Slack for Google Calendar events

Productivity tips

I sometimes find my inner competitive mindset seeping into my work life. And as you can imagine, pitting myself against my coworkers isn't good for anyone. 

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Revel in your coworkers' wins—not just your own

Instead of updating contacts manually, you can use Salesflare, a customer relationship management (CRM) platform, to help you easily track contact info, lead status, and sales opportunities. 

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Easily track contacts with Salesflare

Send leads from Outgrow content to the right place with automation.

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Easily track leads from content with Outgrow

Learn how ServiceTitan uses Zapier to easily send their Google Ads data, to the right place, at the right time—all with the highest security standards in place. 

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How ServiceTitan uses Zapier and Google Ads to scale

Automation is here to help you promptly respond to new leads and ensure no one slips through the cracks. 

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Automatically send personalized emails to new leads that fill out a form

Transactional emails can add up quickly. By automating transactional email workflows, you can ensure prompt follow-ups, get updates on errors, and more. 

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Level up your transactional email app with automation

LearnWorlds is an all-in-one online course software that allows you to manage class creation and course sales.

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LearnWorlds: App spotlight

With automation you can make sure you're always sending the right email to the right person at the right time.

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Take your drip email app to the next level with automation

Katana, a manufacturing resource planning (MRP) software, gives you visibility and control into your inventory, sales, production, and beyond. 

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Katana: App spotlight

Before working at Zapier, I was at an eight-person company. So before I started, all I could do was think about the 400 some-odd difference in size—I had no idea what to expect.

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What to expect when moving from a small company to a big(ger) one

App tips

If you're a Type A personality who likes to pretend they're Type B (hi), Notion lets you get all of your super intense organizing out of the way so you can show up at the brewery and be *super chill*. 

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My favorite ways to overplan with Notion

You've decided to use VoIP software to help you manage your business communications, but how do you make sure it plays nicely with your other critical business apps? Here are a few ways to take your virtual phone system to the next level with automation.

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Connect your virtual phone system to other business apps with automation

If HubSpot is your software of choice for marketing, sales, support, or CRM, you know it has a zillion and one features. That's part of why you love it, but it means some of the most effective features might be slipping through the cracks. 

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5 HubSpot features to streamline your workflows

From instantly acknowledging feedback to keeping your team informed, discover 4 impactful ways to use SMS messaging to take your business to the next level. 

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How to get the most out of SMS messaging with automation

Need to know if your community is Team Edward or Team Jacob? Whatever your need, surveys help you understand your customers better so you can better support and serve them.

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Take your survey technique to the next level with automation

We've all had that moment when we think there must be a better way to manage our work communication. OpenPhone thought the same thing.

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OpenPhone: App spotlight

Whether you're a numbers person or not, finding ways to manage your bookkeeping easily is a must. Fortunately, Senta takes that sentiment to heart.

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Senta: App spotlight

With Zapier, you can turn your calendar into an organized and efficient super machine. That way, when you get a calendar notification, you don't have to panic.

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4 ways to supercharge your Microsoft Outlook calendar

Streamline your inbox so your team stays updated, your projects keep moving forward, and your new leads get a fast response—all from the same place.

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Discover 4 powerful ways to automate your Microsoft Outlook email

Small business tips

Using your CRM in innovative ways helps you avoid adding more tools to your tech stack, which means keeping costs down. So here are some creative ways to use your CRM for more than just customer relations. 

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4 ways to use your CRM outside of sales

Discover how to create interactive content—like quizzes, chatbots, recommendations, and calculators—that your audience can't stop themselves from interacting with.

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Outgrow: App of the day

Discover how a few automated workflows can save you time and minimize repetitive tasks in your Gmail inbox.

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4 ways you can unlock automation superpowers with Gmail

Bubble is a no-code, drag-and-drop editor that lets you build personalized web applications—like social networks, custom marketplaces, booking platforms, personal finance tools, and more—without needing an engineer. 

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Bubble: App of the day

With Zapier, you can use Google Sheets and webhooks to connect your information to any API without writing code from scratch.

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How to integrate webhooks with Google Sheets

It's tough to retain customers, but a memorable customer experience keeps them coming back. One way to do that: Thank your customers.

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5 ways to automatically thank your customers and clients

With Zapier, you can connect thousands of apps to create customized workflows. But when you go to connect your favorite apps, you might run into a few things those apps can't do.

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How Zapier's apps make your workflows even more powerful

Best apps

Given the number of emails we send each day, it's no surprise we have high standards for the apps we use to manage those messages.

Ellie Huizenga

Ellie's articles

Most recent articles

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Intro to automation

Intro to automation

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How Zapier works

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