Hello everyone
I am working on optimizing my client enrollment process; and I am trying to use zapier to automate as much as acceptable. I run a small digital marketing organization; therefore efficiency is essential for me; as my client base develops. I would love to hear your opinions on how to best set this up; and if there's anything I'm missing that could make the process go more smoothly.
I currently receive early inquiries on my website using a type form form. When a potential client completes the form; the responses are delivered to my email address; and I manually upload them to a google sheet where I manage leads.
- After adding a lead into the google sheet; I send them an email with a calendly link to book a consultation. This back and forth can be time consuming; therefore I would like to find a way to send this email automatically whenever a new lead is added to the spreadsheet.
- After the consultation; if the client wishes to move forward; I give them a contract using panda doc. right now; I am manually creating the contract; which includes client specific information. I am curious whether there a method to automatically populate these pages with data from my google sheets and CRM.
- After the contract has been agreed upon; I manually build the project in trell; allocate tasks to my team; and create a shared google drive folder for the client. This process is both laborious and susceptible to human error; therefore I would prefer to automate it if possible.
- Once the project is set up; I submit an invoice using quick books online. If there was a method to automate invoice creation and send reminders based on project milestones and due dates; it would save a lot of time.
I have put up several simple zaps in the past; such as moving type form entries to google sheets and sending emails through gmail, but I am not sure how to link all of these stages in an expanded workflow.
- How to activate different actions based on particular circumstances for example; sending different emails depending on the conclusion of the consultation.
- Best practices for integrating many tools; including type form; google sheets: trello; panda doc; and quick books.
- Managing and tracking client data across many platforms without duplicating and losing it.
Also I explored some topics related to this https://community.zapier.com/how-do-i-3/seeking-advice-automating-csv-file-transformation-salesforceadministrator-and-api-integration-with-zapier-42205 but I did not get the sufficient solution of my query so I would really want to get some help from a more experienced person
Has anyone worked on a comparable project before? If so; I would love to hear how you conducted it, what creating zap you used, and any advice and problems to avoid., if there are any alternative tools and connections that could make this process easier, I would appreciate suggestions.
Thanks in advance for your efforts