Automation is transforming every industry—streamlining processes, reducing manual work, and boosting efficiency. Businesses are rapidly adopting automation to save time, cut costs, and eliminate repetitive tasks. By investing in automation tools, companies spend significantly less than they would on additional manpower, making automation a highly cost-effective solution.
One such powerful tool is Zapier—a marketing and workflow automation platform that helps businesses automate tasks effortlessly. Supporting over 7,000 apps, Zapier acts as a bridge between two different platforms, enabling them to work together without requiring any coding skills.
How does Zapier work?
To automate tasks between two apps, Zapier uses a system called “Zaps.” Each Zap consists of two key components:
- Trigger: This is the event that starts the workflow. For example, “When a Facebook form is submitted.”
- Action: This is the task Zapier performs automatically in response to the trigger. For example, “Create a lead in Zoho CRM.”
Once a Zap is set up, the process runs automatically in the background—no manual intervention needed.
Practical Use Cases of Zapier
Lead Automation
If you’re running ads on platforms like Facebook or LinkedIn and want to send the collected leads directly to your CRM or email marketing tool, Zapier can automate this for you.
Example:
Trigger: New lead from Facebook Lead Ads
Action: Add contact to HubSpot or Zoho CRM
Email Automation for duplicate leads
Send automatic email notifications to your team if a lead that signs up is already present in your CRM system.
This helps with:
- Avoiding duplicate outreach
- Maintaining clean data
Sales Automation
Notify your sales team in tools like Asana, Slack, or Trello when a new deal is created in your CRM.
Example:
Trigger: New deal in Pipedrive
Action: Create a task in Asana for follow-up
Google Sheet
Store duplicate or filtered leads in Google Sheets for internal tracking or review.
Example:
Trigger: Lead submitted in CRM and marked as duplicate
Action: Add lead info to a Google Sheet
Task Creation
Automatically create tasks in project management tools like Slack, Trello, or ClickUp when a task is created or updated in your CRM system.
This ensures no important activity gets missed by your team.
Support Ticket Automation
If a customer sends an email to your support inbox, you can automatically create a support ticket in tools like Zendesk, Freshdesk, or Help Scout.
Example:
Trigger: New support email received
Action: Create a ticket in Zendesk
