LeadSimple Blog

Webinar: Zapier 101

Want to integrate your tools and data together? Want to automate manual, time consuming tasks? Zapier is the way to go.

Zapier is an amazing tool that allows you to automate significant workflows within your business. It allows you to integrate LeadSimple with hundreds of other software platforms. No need for a developer! All you need is some basic software skills.

However, Zapier can be daunting and even a waste of time without the correct approach. In this webinar, we help you understand when and how to use Zapier along with some commonly useful zaps you can set up today.

Resources

Need help starting with Zapier? Here are some resources to give you a head start!

Training Articles

Zap Ideas

  • Trigger text notifications when a lead opens an email.
  • Generate a document when a lead or process changes stage.
  • Trigger text, slack, google hangouts, notifications when tasks are due on a lead.
  • Add leads and customers to google contacts.
  • Import leads or trigger processes from google sheets (when rows are added/changed).
  • Change a lead or process's stage based off an email (from Tenant Turner, Appfolio, etc…).
  • Trigger a new process from an email.
  • Create new leads from Facebook ads.
  • Send postcards or letters when a process or lead changes stages (using Lob).
  • Generate NSF Eviction forms (using PDFFiller).

Author

Matt Berkompas

Matt is the Product Designer for LeadSimple. He helps prioritize the roadmap, design new solutions and improvements, and collaborates with engineering and marketing teams throughout the process. When he's not working, he enjoys cycling (road+gravel), family time, good books and spending time in the outdoors 🌲

Simplify your growth. Streamline your Operations

Sales doesn't have to be an afterthought, and your processes should be automated. With LeadSimple, you will have a seamless handoff between sales and service teams, and help you turn cold prospects into raving fans by delivering a great customer experience.