June 7, 2022

Automate Your Business and Triple Your Productivity

Automation is a powerful tool that can help businesses of all sizes become more efficient and productive. Zapier and Make.com are platforms that make it easy to reap the benefits of automation.

Benefits of Automation

Businesses of all sizes can benefit from automation. Automating your business processes can help you save time and money and increase productivity.

Zapier and Make.com are two platforms that make automating your business easy. This blog post will discuss the benefits of using Zapier and Make.com to automate your business and how they can help triple your productivity!

What are Zapier and Make.com?

Zapier and Make.com are platforms that help you automate your business processes. With Zapier and Make, you can connect different applications and services to create workflows that automate tasks like sending emails, creating documents, and tracking data. Zapier makes it easy to automate your business and helps you save time and money.

Common uses for Workflow Automation

  • Automating email
  • Automating document creation
  • Automating data tracking
  • Automating task management
  • Automating onboarding
  • Automation proposal and invoice creation

Popular platforms that integrate with Zapier

  • Gmail
  • Google Sheets
  • Dropbox
  • Salesforce
  • Airtable
  • Facebook Messenger

Three examples of an automation sequence

Automating email: You can automatically send emails based on triggers, like when a new contact is added to your CRM or an order is placed on your website.

This can save you time by automating the sending out of thank-you emails or follow-up emails. You can also use automation to automatically unsubscribe people from lists or send reminder emails.

Document automation: You to easily create documents from templates and then automatically populate the documents with data from other applications.

For example, you could create a document containing customer information collected from a survey and have automation automatically add the customer’s contact information to your CRM. This would save you time by eliminating the need to manually input customer data into different applications.

Data tracking automation: You can automate the tracking of data from different applications in real-time, making it easier to monitor customer activity and analyze customer behavior.

Automation also makes it easy to sync data between multiple applications, ensuring that everything is up-to-date and consistently accurate.

Automation can even track order information, such as inventory levels, shipping details, and payment processing information. This allows businesses to monitor their orders closely and better manage their operations.

Send automated notifications when triggered events occur, allowing businesses to quickly and efficiently stay on top of their customers' needs.

Businesses can optimize their processes with data-tracking automation tools for greater efficiency and improved profits.

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If you ever feel like...

  • Manual tasks are eating up the day
  • Your team has grown and you wish things worked like they used to
  • You want a better way to manage everything but without all the administrative burden