How I use Zapier for my business

  • 25 January 2021
  • 3 replies
  • 168 views

Userlevel 2
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Hi everyone!

I wanted to share how I use Zapier with the company I work for. The following links are Youtube videos that show 8 different Zaps that I currently use on a daily basis.

 

Video 1: https://youtu.be/EmEflcWo3TY

Video 2: https://youtu.be/UmfvlvSbkv8

 

I also created other videos on how to make a basic zap and how to use webhooks.


3 replies

Userlevel 7
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Cool stuff @blungo - thanks for sharing!

What’s the most useful zap you’ve built?

Userlevel 2
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Hi @AndrewJDavison_Luhhu,

These are the top 3 zaps, based on number of tasks performed:

The first one creates a folder in Google Drive after a new potential was created in Zoho CRM, and also links the folder with the potential. We call this folder the “customer” folder

The second one moves PDF documents to the “customer” folder in Google Drive.

The third one sends an SMS to our customers with information about the appointment they scheduled with us. It is triggered using a webhook that Zoho CRM invokes.

Userlevel 4
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Hi @blungo ! These are neat to see. I work on the blog team at Zapier, and we’re always interested in hearing how customers run their businesses with Zapier. If you’d be interested, I’d love to consider you for a customer story. There’s a form we ask people to fill out if they’re interested, and then if selected, one of our writers will be in touch. 

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