Top 5 Zapier integration for small businesses
July 13, 2023
Zapier is a powerful integration tool that acts as a bridge between different apps enabling them to connect and share data. With Zapier, users can create “Zaps” which are actually automated workflows triggered by specific events or actions. Zapier supports a vast library of apps. You can integrate apps like Gmail, Slack, Trello, Salesforce, Dropbox, Shopify, Twitter, and hundreds of others without any coding knowledge. For example, you can set up a Zap to automatically save Gmail attachments to Google Drive or send Slack notifications for new Trello cards. The user-friendly interface of Zapier and its extensive application support make it accessible to businesses of all sizes, streamlining business processes and boosting overall productivity. Well! Zapier is known pretty well, but here are some amazing Zapier integrations that you must know specifically if you are looking for integrations that could ease the workflow of your business.
- Zapier X GoogleSheets
- Zapier X Syncmate
- Zapier X Hubspot
- Zapier X Mailchimp
- Zapier X Trello
Zapier – GoogleSheets: Zapier integration for GoogleSheets
Zapier’s integration with Google Sheets is a powerful tool for small businesses. So if you are a marketing manager who uses Google Sheets to track the status of your leads then this can be a very good integration for you. You can create a zap between the two platforms like GoogleSheets with Gmail so that every time a new lead signs up your email list, Zapier will automatically add them to your GoogleSheet.
Similarly, if you want to send a notification to your business team automatically when a new social media post gets a certain number of likes, you can use Zapier to connect Google Sheets to your social media analytics tool, so that every time a new post gets a certain number of likes, Zapier will automatically send a notification to your team.
You can use Zapier to connect Google Sheets to your CRM system, so that every time a new lead signs up for your email list, Zapier will automatically add them to your CRM system.
To do this, you just need to create a zap between Google Sheets and any relevant platform and then select a trigger event for one platform which when hit, will perform a certain action in another platform.
More Features :
- Zapier integration with Google Sheets can help create tasks in it when new projects are created in another app or send out status updates to team members when tasks are completed.
- Zapier integration with Google Sheets automates your marketing as it can send out email newsletters, create social media posts, or even book appointments automatically when certain criteria are met.
- Zapier can automatically import your bank transactions into Google Sheets, so you can easily track your spending and income.
- It sends invoices to customers automatically as soon as they place an order, tracks your sales data, and creates reports.
Things that I found: Creating zaps and customizing trigger events and actions that are to be performed when a specific trigger is hit is as easy as entering details in a login form for getting logged in. This is actually very much time-saving and the best part is you don’t need to remember to update your Google sheet for every new user, manually. This automated workflow ensures that your leads won’t be getting tracked or lost.
Zapier Google Sheets Integration
Here is the reference, as to how to use Google Sheets integration with Zapier:
Zapier – SyncMate: An integration for Lead Management
SyncMate by Assistro is an extension that integrates HubSpot into your WhatsApp. It includes a number of features that can help you automate your lead management process. For example, if you are a marketing person focused on email marketing and need to keep track of your leads coming through email while using HubSpot CRM, then you can use Zapier – Syncmate by Assistro integration. This integration can automatically add the contact information of new leads to email from syncmate which can be from WhatsApp contacts synced to HubSpot.
To do this, you just need to create a zap where you can choose Syncmate by Assistro as the trigger app and choose the new contact trigger event. Choose the “add label to email ” action in Gmail.
More Features :
- Adding new deals with your lead from emails coming from your HubSpot.
- Sending out personalized follow-up emails to leads based on their location or interests.
- Automatically assigning leads to the right sales rep based on their industry or company size.
- Tracking lead activity and generating reports to measure your results.
- Zapier – SyncMate integration can help you generate reports on your leads, such as their activity and conversion rates. This will give you valuable insights into your lead management process and help you improve your results.
- The Schedule Message feature of SyncMate also allows you to create a message in bulk and with a defined template of yours thus saving a lot of time and effort.
Things that I found: The best part is you can add multiple actions for a specific trigger event. By using this, you may realize how greatly it will smoothen the process of managing your leads. This will free up your time so you can focus on what’s most important instead of doing repetitive remembering and updating tasks.
Link to the Syncmate Extension
Zapier – HubSpot Integration : A zapier integration for crm
The Zapier-HubSpot integration allows for data synchronization between various applications with no need to enter the data manually. Whether you receive leads from your website, email campaigns, or social media, Zapier can automatically capture and sync them with HubSpot, ensuring all your leads are centralized in one place.
With Zapier, you can create automated zaps that trigger specific actions in HubSpot based on lead behavior. For example, when a lead fills out a contact form on your website, you can automatically send them a personalized welcome email or add them to a specific email nurturing campaign in HubSpot. This ensures timely and targeted communication with your leads, increasing the chances of conversion.
Also, if you are a real estate manager you can utilize Zapier – Hubspot integration by creating a trigger and action such that when a new lead signs up on a real estate website, Zapier will automatically create a new contact in HubSpot CRM. Zapier can then send an email to the lead, thanking them for their interest and providing them with more information about the property they are interested in.
Features :
- Use data from various sources to assign lead scores automatically which helps you prioritize and focus on leads with the higher possibility of converting into prospects.
- Set up automated notifications and reminders within HubSpot. For example, you can receive an instant notification on your mobile device whenever a high-priority lead requests a callback. This timely response capability helps you engage with leads promptly and increase your chances of successful deals.
- You can synchronize files, folders, calendars, contacts, bookmarks, and more. This gives you more flexibility while Zapier’s integration with HubSpot is specifically tailored for automating workflows within the HubSpot CRM and marketing platform.
Things that I found: This integration is really a great pick for those who use HubSpot for managing their small business. This is a great integration for businesses ranging from individual to 60 employees.
Here’s the reference, which you may find useful
Zapier – Mailchimp: An integration for mail management
Mailchimp is a leading email marketing platform that helps you send email newsletters, create landing pages, and track your email marketing results. It includes a number of features that can help you automate your lead management process. In addition to email marketing, Mailchimp offers social media advertising features, allowing users to create and manage social media ad campaigns on platforms like Facebook and Instagram directly from the platform.
Zapier enables you to connect Mailchimp with various applications, such as e-commerce platforms, CRMs, and form builders. This integration allows syncing of the data so that you to automate email marketing effortlessly. So if you are an e-commerce marketer and when a customer makes a purchase on your website, Zapier can automatically add them to the Mailchimp list and trigger a personalized email sequence.
Also, if you are a business manager who wants to run email marketing campaigns for your product, this integration will be a great choice for you. For example, you could create a Zap that automatically adds new leads from Google Sheets to your Mailchimp list or a Zap that automatically sends a welcome email to new customers.
For this, you just need to create a zap where you have to choose a trigger app ex. Google Sheets and Mailchimp for action events.
More Features :
- With the Zapier-Mailchimp integration, you can dynamically sync customer data from your CRM or e-commerce platform to Mailchimp. This data can be utilized to create highly targeted and personalized email campaigns.
- By connecting your lead generation forms or landing pages to Mailchimp through Zapier, you can automatically add new leads to your mailing lists. This ensures that you never miss an opportunity to engage with potential customers.
Things that I found: This integration is really a good one if you use the Mailchimp application. And if you don’t, you should try it if it sounds purposeful. Although there are premium plans for basic features, it also has a free plan.
Here’s how you can integrate Mailchimp with Zapier:
Zapier – Trello: Integration for Project Management
Trello is a popular project management app that helps individuals or teams to collaborate on tasks and projects. With its user-friendly interface, you create boards, lists, and cards to represent different projects and tasks, for an organized workflow. Trello offers Power-Ups, which are additional integrations and features that enhance its functionality. Power-ups include integrations with popular apps like Slack, Google Drive, and GitHub, as well as features like calendar view, and voting.
This integration provides small businesses with a powerful project management solution. By automating task creation, updates, collaboration, and enhancing workflow, you can ensure the success of your projects. Just embrace this amazing tool and witness the transformation in your small business.
So if you are a project manager, you can utilize the Zapier – Trello extension by creating a trigger and action such that when a new task is created in Trello, Zapier can automatically create a new ticket in your project management software. Zapier can then send an email to the team member responsible for the task, notifying them of the new task and its due date. Additionally, Zapier can also automatically add the task to a calendar, create a reminder, or even update a progress dashboard.
Features :
- Zapier creates a Trello card, complete with necessary details and deadlines, so you do not need to enter any data manually when there is any new task.
- With this integration, you can also enhance team communication and collaboration by connecting Trello with messaging apps This integration enables notifications, automatic task assignments, and updates, keeping your team informed. Team members can comment, attach files, and collaborate on Trello cards, fostering a transparent and efficient workflow.
Things that I found: This is actually a good integration if you use some project management tool for your work. You can also try out Trello, its basic features are free and also the tool is easy to use. However, using this integration may be sometimes complex for setting up advanced tasks. Trello is available on both iOS and Android platforms, offering dedicated mobile apps for easy access and collaboration on the go.
Link to the Trello: Project Management
Here’s how you can integrate Trello with Zapier:
Conclusion :
In conclusion, all these integrations provide valuable automation solutions for small businesses, each with its own unique benefits. Zapier and GoogleSheets integration allows you to automate the transfer of data between various applications and your GoogleSheets spreadsheets. Zapier’s integration with Mailchimp enables you to automate your email marketing workflows. Zapier-Trello integration provides a seamless way to automate tasks and workflows within the popular project management tool. Syncmate and Hubspot with Zapier are for similar purposes but Syncmate – Zapier offers a broader range of functions. Zapier – HubSpot integration is specifically for integrating with HubSpot’s CRM platform.
The ultimate objective of these integrations is to facilitate seamless data transfer, automate repetitive tasks, and empower users to focus on more important aspects of their work. By leveraging the power of these integrations, businesses, and individuals can optimize their processes, improve collaboration, and achieve better results.
Now you can choose from these integrations according to your business needs.
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