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1 month ago

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Connect & Chat

A place to meet Zapier users within similar industries and share best practices, workflows and ideas.

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ahmed gujjarNew

posted in ZapConnect 2022

you tube video pormotion

chanelleZapier Staff

posted in ZapConnect 2022

Session Feature— Formatting Your Zap Data: Configuring Your Text Perfectly

So you’ve got your first Zap set up, but what next? But what if…. What if you could set up a Zap that was super specific, and tailored to your exact needs? 🤔 Let us help you, help yourself! Join host and Sr. Customer Champion, Dave Squire, as he helps you maneuver through; converting time zones for your business with international clients, choose certain values for splitting up leads, reformat currencies so you don’t have to, and more! What’s one thing you’re hoping to get out of this session? Leave it in the comments below!

chanelleZapier Staff

posted in ZapConnect 2022

Session Feature— Beating Time: How to Use Logic & Filters to Close the Deal

Chess not checkers, right? Work smarter, not harder. Enough of the clichés, let’s make it reality! 😉 Consider this your exclusive invite to a work session with our incredible Zapier Certified Expert, Andy Wingrave, that will change the way you work. We are so excited to help you manage your time more efficiently, and guide you towards the path of success! See you there!Have you used one of Zapier’s Delay, Filter, and Format built-in tools yet? Tell us how in the comments below.

Liz_RobertsCommunity Manager

posted in ZapConnect 2022

Session Feature: From Dreaming to Doing: Your First Zap

Your first Zap is a B I G deal ( and a total game changer)! We are so excited for this session with Toni & Michaelann where they will walk through the construction of an initial Zap ⚡

nicksimardCommunity Manager

published in Marketers

Automatically manage leads with Facebook Lead Ads and Google SheetsVideo

In this video, you’ll learn how to automatically store your Facebook Leads Ads submissions as new rows in Google Sheets!

Liz_RobertsCommunity Manager

posted in ZapConnect 2022

ZapConnect Agenda is LIVE

The ZapConnect 2022 agenda is here and it’s full of customer stories, workshops and sessions from no-code leaders! Dipping your toe into automation? Build your first Zap with Toni Oyeniran (Zapier Project Manager) ✅ Wanna learn how to use webhooks? Laurie Rauch (Zapier Support Trainer) has got you covered ✅ Ever wonder how you can use Delay, Digest, Schedule by Zapier? Hoon Park (Zapier Product Manager) will show you ✅ Looking to learn about filters from a Certified Zapier Expert? Join Andy Wingrave’s workshop ✅ There’s truly something for everyone, whether you’re a Zapier beginner or a more experienced user. And don’t miss our keynote with author James Clear, Atomic Habits, to kick things off!

Liz_RobertsCommunity Manager

posted in ZapConnect 2022

Choose your ZapConnect Automation Experience!

ZapConnect is LESS that one month away!!! Not that we’re counting 😉 Head to the ZapConnect page to peep the agenda and select a ZapConnect track for a customized automation experience. ⚡ Be sure to let us know what track you choose in the comments below!

Rachael SCommunity Manager

posted in ZapConnect 2022

Introduction Thread: ZapConnect 2022

Hi all, welcome to the ZapConnect 2022 Community Forum. We’re glad to see you. One of our favorite things about conferences is seeing and meeting new faces, and this is no exception. With all the learning and building that we’ll see happening, it’s always great to put a face to the name. With that, we’d love to meet you! Can you tell us: Your name and location What industry do you work in Your favorite App to use in Zaps You come across a million dollars for the next best startup idea. What is it? Happy connecting!

nicksimardCommunity Manager

published in Marketers

How Zapier Works - for MarketersVideo

NXPNew

asked in Sales Operations

Does updating a record in Salesforce ADD to the existing field or overwrite it completely?

I’m trying to find a way to add clients information to a specific field as it comes in. My concern is if I use “update record” it will wipe the previous clients’ information in a record and update it with the new clients’ info. To be more clear: we are trying to get test results to update in a companies’ record - each client (within a company) will take it on their own time and we need to see it in the companies’ tab, not in the individual clients’ tab. Is there a way to update a companies’ record without having it overwritten every time new information is pushed in?

asked in Marketers

Close.io Error : {"field-errors":{"lead":"Object does not exist."},"errors":[]}

Hi everyone, we want to automate the inbound lead contact from our Squarespace website. We share blog articles on our Squarespace Blog that have files attache, which are useful to our target group. The lead needs to fill out a form and gets a link directly to the file that he/she can download. I created the Zap that this triggers an automatic lead creation in our CRM close.io, which works well. The Zap that I am struggling with is the automatic email creation. It does not recognise the “lead”, which is a required field and I dont know which information I need to enter. I’ve tried “Name” and “ID” but in both cases it states: {"field-errors":{"lead":"Object does not exist."},"errors":[]} However, when choosing those is shows the data from the Test Import from Squarespace form AND I can see the data in Close. What do I do? Happy for any adviceThanks Dr.M

Liz_RobertsCommunity Manager

published in Small Business Owners

6 ways to automate your Mailchimp email marketing

Mailchimp makes it easy for anyone to create beautiful email marketing campaigns.Check out 6 ways Mailchimp <> Zapier can help you stop worrying about copying lead information into your email lists and focus more on building your business! 🏆 What app(s) do you use for your email marketing campaigns? Let us know below!⬇

Liz_RobertsCommunity Manager

published in Marketers

6 ways to automate Asana

Asana: how we love thee! 😍This post will show you how some of our own Zapier marketers leverage Asana automations to keep teammates in the loop, add tasks to calendars and connect Asana to other apps. 🙌🏽

Liz_RobertsCommunity Manager

published in Sales Operations

How Digioh automates sales

As a tech industry CEO, Rishi Shah knew from the very beginning that automation would be the backbone of Digioh, a tool that runs eCommerce quizzes for thousands of businesses around the world."It was a given that we would need automation. No one at Digioh is going to be manually updating spreadsheets. It was just out of the question," he recalls. Rishi's team chose Zapier early on—about 10 years ago—and as Digioh has grown, the automation platform has grown with them.Learn how Digioh team has scaled their sales process with Zapier and steal some of their Zaps here!

Liz_RobertsCommunity Manager

published in Sales Operations

3 ways to automate sales

Generate leads. Close deals. Badda bing, badda boom! Learn three ways that Zapier can help your sales team automate administrative tasks like:Lead conversion Client communication Client retentionAnd if you’re looking for more ways to automate manual tasks, be sure to take our “What to Automate” quiz!

Liz_RobertsCommunity Manager

published in Sales Operations

Alert! You have a new lead!

Hooray! 💥 You’ve set up a Facebook Lead Ad but now to configure real-time updates. Check out this tutorial on how to send yourself (and anyone else) a customized email notification when a new lead comes in, setting your team up for closing more business and some extra time!

grantlantalawnNew

asked in Small Business Owners

Hi there! I'm new to Zapier (really liking it so far) and I'm interested in some advice from long time users (I run a landscape business in Atlanta for context)

So far I’ve set up two zaps. One for our customer contact form (when they request landscaping requests) and one for job applications (anyone that wants to apply to work with my company). The customer leads go to my Slack channel where the crew is so they can hop on it quickly. And the job applications go to a separate channel so we can see who’s interested in working with us. I would love if there was a feature for Google My Business requests, Yelp requests, Nextdoor/Insta/Facebook/etc. Is that possible? Are there any other features I should take advantage of? I’ve only been using it a week so I'm brand new to this whole idea in general. Thanks for your time! PS for more context I use Square for invoicing, Squarespace for my website, and Google for our email.

Tina LopezBeginner

asked in Marketers

Creating Twitter Threads from Blog Articles?

Hey There! I am thinking through how I can create this and would love some creative mind with me on this. I am wondering how I can turn my blog articles into twitter threads. I see that you can post to twitter but not necessarily make a thread for that same post? Ideally, I am wondering if we need to use AI at all to have it read the blog to select a few tweetable sentence. I was looking into AI by zapier, but I wasn’t sure if that was the best route to go. Does anyone have any tools they recommend that can do this? Of course, also integrate with zapier?My goal is to have the following workflowBlog article → ai picks and selects a few sentences → posts to twitter OR Blog article → breaks it down to mini tweets (we could use formatter by zapier) → then posts to twitter as a thread, not individual tweet. What are your thoughts on this?

Rachael SCommunity Manager

posted in ZapConnect 2022

Welcome to our ZapConnect Forum! Here's what you need to know.

Welcome, and glad to see you joining us at this years ZapConnect. We hope this space can be your home base for the conversations in and around ZapConnect (and bonus, it doesn’t stop when the event is over!). I’m Rachael, and you’ll probably see me around here often. A few tips to get started: Be kind! We know that folks come here with best of intentions, and frustrations can (and do!) happen. We invite you to engage in this space with courtesy. If you want to see our full code of conduct, you can check it out here: Say Hello! Getting to know your fellow ZapConnect attendees is a great way to feed two birds from the same hand; build your network of Automation Builders *and* learn more about what Zapier has in store. Haven’t made a post before? Well you’re in the right place. Posting a new thread is easy. If you navigate to our ZapConnect forum, you’ll see an option to Create a Post: From there, you can make either a question or a conversation about what is on your mind. Of course, we

classicsailingNew

asked in IT Ops

Task - Update or create - missing Set Up step?

Working Zaps on editing lose the Set Up step in Create or update task.

Liz_RobertsCommunity Manager

posted in Sales Operations

Welcome Sales Ops Folks!

We are so excited to have you here! This is a space specifically for folks in the Sales Operations world who are looking to:Learn more about sales-specific Zaps Share helpful workflows Discover new app integrations Network with other sales folks who are Zapping While Zapier staff will be monitoring the conversation, adding relevant articles and chiming in, this is a user space to share, learn and grow your Zapier knowledge in a handy group setting. What should you post? Is there a workflow that’s made your systems work more efficiently? What’s the one app integration you can’t live without? Which integration is on your wishlist? Curious if there are other marketers nearby? Has anyone mastered a workflow for this one labor-intensive, repetitive marketing task? Sounds good? Let’s roll!

Liz_RobertsCommunity Manager

published in Sales Operations

Tutorial: Automatically create contacts from forms or email

Looking for a step-by-step guide to automate your contact creation? Look no further! This article will walk you through setting up your prospect form/email to distributing leads, eliminating the manual work without any unneeded bells & whistles! 🙌🏽

Liz_RobertsCommunity Manager

published in Sales Operations

Customer Story: SpeakerFlow creates a seamless sales handoff

Taking care of prospective customers throughout the sales cycle and beyond is no easy feat. Check out this article and learn how SpeakerFlow (a CRM + educational platform geared towards public speakers) used Zapier to:Access real-time prospect data Connected their teams (and processes) Save 100+ hours per week in administrative tasksBe sure to use the templated Zaps within the article so you can create a more efficient sales process too!

asked in Small Business Owners

Only Some Data Not Showing Up in Parser.

I am collecting basic data on trips. Almost all the data comes through except number of passengers and number of bags. The data gets sent to the secondary email no problem, but it never shows up in the parser email.

4iiz SupportNew

asked in Marketers

Infusionsoft ran into error (Fault 10 no field found) only at last step

I’m getting this error “While requesting "contact" from Infusionsoft we ran into an error: Fault (code 10) occurred. Message: [NoFieldFound]No field found: Contact._ReviewedBy” Though this field shows up on my Infusionsoft “Update/Create contact” step I still get this error. I’m not mapping any information to this field and still it hits the error. Is there something I can do? I checked on my IFS account and this field does not exist on the Custom Fields Thank you

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About ZapConnect

ZapConnect is Zapier’s one-day virtual event designed to help you unlock the possibilities of easy automation. With full access to our community, you’ll join automation leaders and users of all levels on an adventure to reimagine a single everyday task—or your entire business.

When is it happening?

It's taking place on October 20, 2022. It starts at 9 a.m. PT and runs until 1:30 p.m.

Where can I learn more about it?

You can check out https://zapier.com/zapconnect for more details.

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