Workflow Automation: How to Automate Your Online Business using Zapier (TUTORIAL)

Workflow Automation: How to Automate Your Online Business using Zapier (TUTORIAL)

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In this workflow automation example we’re going to explore how you can automate the software in your online business using Zapier.

There really is no getting around the fact that we need to use software to manage certain aspects of our business.

Whether we are managing finances in Quickbooks, tracking sales using Pipedrive, or maintaining customer relations with Zoho, we now have access to enterprise level tools for a fraction of the price.

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SERVICE:
Interested in More Complex Integrations?
Check out http://bit.ly/LeftHookDigital and message the chat feature on the website.

You’ll talk specifically with me! :)

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TOOL:
Check Out Which Platforms Support Your Software Here!
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The problem is, many of these web applications are not used in isolation. Sales, financing, and customer relations are part of an integrated system.

For that reason, we want our software to be integrated as well. Yet, none of our businesses are the same. Software companies are unable to account for most of our extremely specific and individualized needs.

What if you could easily tie together your software; freeing up time for you to focus on what matters the most?

You can do this without knowing any programming by utilizing some trending services called, Integration Services As A Platform (iPaaS).

These platforms have hundreds of apps that you can easily connect between one another with the click of a mouse.

WORKFLOW AUTOMATION EXAMPLE:
Let’s say you want to automate the following workflow.

Somebody fills out a form on your website ~~ New Lead is created in Sales Tracking Software ~~ Create Customer in Financial Software

SOFTWARE USED:
Form: Formsite
Sales Tracking: Pipedrive
Finances: Freshbooks

Видео Workflow Automation: How to Automate Your Online Business using Zapier (TUTORIAL) канала Ryan Moran