The Basics: How to Automate Your Small Business Process with Zapier

Problem: Slow & Manual Leads Intake & Follow-up

Plan: Automate Process with Zapier

Step 1: Sign up for Zapier Starter or Professional Account.

Step 2: Connect your Apps.

Step 3: Make a Zap.

Step 4: Set your Trigger.

Step 5: Choose your Actions.

Step 6: Pat Yourself on the Back.

Step 7: Test & Study the Zap

Step 8: Teach Your Team

Step 9: Turn on the Zap

Step 10: Monitor & Continuously Improve the Zap

Founder of ProcessZip.com ( Process Consulting + Automation). 📈Data geek. 💻Self-taught coder. 💼Entrepreneur at heart.

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Nick Canfield

Nick Canfield

Founder of ProcessZip.com ( Process Consulting + Automation). 📈Data geek. 💻Self-taught coder. 💼Entrepreneur at heart.

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