Articles tagged "Automation"

Lista de verificación de incorporación de clientes de 6pasos (con plantilla)

Have you ever had new client déjà vu? You get a "yes" from a prospect, do a happy dance at your desk, start brainstorming ideas for making this the best project ever, and only hours (uh, days?) later remember there's some admin you need to tackle first.

How to automatically create tasks from email or Slack messages

Does it ever feel like half of the time you spend "working" is actually just copying over information and tasks from one piece of software to another? Rather than wasting time manually copy-and-pasting between apps, let automation deal with it?

Cómo conectar Airtable a los webhooks

Discover how to set up a Airtable webhooks integration so you can easily connect your database to business internal apps.

Cómo conectar Hojas de cálculo de Google a Salesforce

Discover how to set up a Google Sheets Salesforce integration so you can easily connect these two essential tools.

6 formas de automatizar your online course registration and follow-up

Whether you're trying to figure out how to teach an online class for the first time, or you're an experienced online instructor, there are a lot of moving parts.

Track social media campaigns across channels with T2M URL Shortener

Measuring social media campaigns can be a number-crunching nightmare. Automate T2M URL Shortener with Zapier to track performance across all your channels.

Prioritize user feedback in your product roadmap with Beamer

No one wants a reputation for ignoring customers, especially product teams. Automate product feedback with Beamer and Zapier, so you can prioritize users in your roadmap.

5 formas de automatizar Things con Zapier

With Zapier's automated workflows—called Zaps—you can connect Things with your business-critical tools so you never miss a to-do.

How to automatically create tasks from calendar events

If you’re the kind of person that uses a calendar and a to-do list, you probably spend a lot of time copying events from your calendar into your task management app.

How to follow up on contact forms faster with automation

Contact forms provide an accessible, user-friendly way to get info from potential clients and customers. But if their responses get stuck in your form submission tool, powerful information can quickly go to waste.