Zapier tutorials

Connect your marketing apps so you can focus on nurturing your leads, not maintaining your tools.

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Automatically create Salesforce leads from new ClickFunnels contact activities

Product news

Welcome to Zapier's latest product news. Here's what's new in April. 

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What's new at Zapier: April 2022

Get Slack notifications for new emails matching Gmail search queries, so you never have to miss out on business account emails again.  

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How to get error alerts in Slack from your email

Customer stories

Learn their secret to growing quickly without putting a drain on engineering resources. 

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How RoboRecruiter moves faster with automation

To keep their team lean and to enable nimble experimentation, Cottage leverages no-code automation. 

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How Cottage designs homes with automation

App of the day

Postmark makes sure your transactional and marketing emails are sent and delivered quickly and reliably—giving you in-depth insights into every email and recipient. 

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Postmark: App spotlight

Automation inspiration

Automatically send customers SMS messages with OpenPhone anytime you receive form submissions. 

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Easily send OpenPhone SMS messages from form submissions

App tips

Just to be clear, these suppression levels will block background noise for your coworkers, but you'll still have to suffer through them yourself. 

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Zoom noise cancellation: How to block background noise on Zoom

Welcome to Zapier's latest product news. Here's what's new in March. 

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What's new at Zapier: March 2022

Instead of manually checking Intercom, use this workflow so anyone who's responsible for next steps will get notified instantly. 

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Send a Slack message automatically when Intercom users are tagged

Gravity Forms lets you create advanced forms on your WordPress site, so you can build custom solutions for collecting, managing, and sharing data that can help improve your business. 

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Gravity Forms: App spotlight

Scheduling in regular support tasks means you'll never forget about doing them and deliver better customer service.

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How to create monthly Zendesk tickets automatically

Marketing tips

Marketing operations (MOps) refers to all the processes that happen backstage in marketing. The folks who work under the marketing ops banner make sure that the right systems and technology are in place to deliver marketing campaigns at scale.

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The ultimate guide to marketing operations

Use automation to track your entire feedback flow in one spot, from sending customer surveys to tracking their responses in your CRM.

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Automatically track customer interactions and satisfaction in one place

Welcome to Zapier's latest product news. Here's what's new in February. 

February product news: launches

What's new at Zapier: February 2022

With PDF.co, you can automatically parse documents, split and merge PDFs,  extract any data, and more. 

PDF.co app spotlight

PDF.co: App spotlight

Figma is extremely dynamic and hosts a massive library of plugins, files, and widgets that you can use for just about anything under the sun. Here are a few entertaining (and unexpected) ways you can use Figma—even if you're not a designer. 

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5 ways to use Figma even if you're not a designer

Small business tips

Creating internal documentation is nobody's favorite job, but no matter how much you dread documenting all the things, it's nearly impossible to function as a business without it.

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How to write internal documentation that works

Welcome to Zapier's latest product news. Here's what's new in January. 

January product news launches

What's new at Zapier: January 2022

Textline is a secure text messaging platform for your business. It lets you contact customers at scale via SMS for sales, support, and more. 

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Textline: App spotlight

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end.

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noCRM.io: App spotlight

Thinkific is for people who want to create online courses, build a sustainable business, and really own their brand and the customer relationship. 

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Thinkific: App spotlight

Welcome to Zapier's latest product news. Here's a quick rundown of all the apps that joined our platform in December, as well as updates to the integrations you already use.

December product news launches

What's new at Zapier: December 2021

Givebutter is a fundraising platform that lets you successfully raise funds, track progress, and engage your supporters—for free. 

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Givebutter: App spotlight

Ticket Tailor lets event organizers and venues sell tickets online, integrate the booking process into their websites, accept direct payments, and offer the exact number (and tiers) of seating.  

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App spotlight: Ticket Tailor 

Outgrow is a no-code tool that makes it easy to create a whole range of interactive content, such as quizzes, chatbots, calculators, and more. 

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Outgrow: App spotlight

Welcome to Zapier's latest product news. Here's a quick rundown of all the apps that joined our platform in November, as well as updates to the integrations you already use.

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What's new at Zapier: November 2021

Partner case studies

Learn how Streak uses Zapier's partner solutions to incorporate automation directly into their product, creating a seamless end-to-end user journey in-app. 

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How Streak brings the Zapier journey to life for users

Streak, a flexible CRM tool that lives inside your Gmail inbox, is designed so that you can manage your pipeline without having to constantly hop between apps for a comprehensive overview of leads. 

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Streak: App spotlight

EmailOctopus is a quick and easy solution for businesses of any kind to start a newsletter and grow their audience of subscribers. 

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EmailOctopus: App spotlight

Platform tips

Your users can extend the power of your app when Zapier looks like an extension of your product, not a separate service with a separate sign-up page. These tools let you create an integrated journey from start to finish.   

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Zapier's partner solutions: an end-to-end user experience

Timing, an automatic time tracking app, was created to help you understand exactly where you're spending most of your time so that you can increase your personal productivity.

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Timing: App spotlight

Create or update contacts in Textline from form submissions with automation. 

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Easily create contacts in Textline from form submissions

Learn how Smart Charge America uses Zapier and Copper to supercharge sales and keep track of their customers. 

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How Smart Charge America uses Zapier and Copper to supercharge sales

Copper, a productivity CRM for Google Workspace users, does much more than just store your customer data. It’s designed to help you focus on your business relationships and take on your busywork, so you don't have to. 

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Copper: App spotlight

Quotient, an online quoting system, helps you communicate with your leads and win more business by letting you create professional-looking quotes. You can break down your services by fee, add optional extras, recommend products, and revise prices.

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Easily create projects from accepted Quotient quotes

When thousands of your wool-wearing customers send you feedback from all over the world in different languages, deciphering and sending that information to the right teams can be challenging. 

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How Icebreaker uses Zapier and Wufoo to get close to customers

Learn how Any.do partnered with Zapier to embed the App Directory Element into their product, enabling users to easily discover automation at their point of need. 

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How Any.do uses Zapier's App Directory Element to increase user adoption 

SignRequest, an easy digital signature tool, lets you upload, sign, send, or prepare your document for signature in just a few easy steps. Learn how to automatically upload files to Dropbox whenever your documents are signed in SignRequest.  

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Easily store your signed documents with SignRequest

As any business knows, most customer relationships start with intent. Whether that's intent to buy, download an app, or learn more about a brand, connecting the dots for consumers begins and ends with the right kind of targeted advertising. 

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How Fluent uses Zapier to match the right brand with the right audience

Employee recognition is a powerful way to increase employee engagement, enrich company culture, and create more visibility around teamwork and individual wins.

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Easily reward employees for projects with Bonusly 

Welcome to the world of modern work. It's a constant battle to keep your tools—and your team—in sync. Gmelius has devised a better way to bring all the benefits of the tools you use the most inside your Gmail workspace. 

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Gmelius: App spotlight

Video software Willo is letting businesses move away from traditional hiring methods, replacing resumes with asynchronous video recordings instead. That way, people can dazzle with personality, not bore with bullet points. 

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Willo: App spotlight

Whenever you capture leads through marketing campaigns, WhatConverts lets you know which channels are your top performers. But you still need a way to act on them as soon as possible to keep leads warm. Here's the Zap that will keep you in the loop.

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Easily get text alerts for your WhatConverts leads

No real estate business is immune to dawdling—it can't be. Whether your prospective clients want to squeeze into a high-rise loft in Brooklyn or are upscaling to an airy condo in Florida (beachside, please), speed-to-lead is key.

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Follow Up Boss: App spotlight

Wufoo's easy drag-and-drop features mean you can build a form in minutes, customize it to fit your brand, or pick from over 400 pre-built templates, ready to go. 

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Wufoo: App spotlight

Whether your email newsletter subscribers are already customers or they have the potential to be, you'll probably want an easy way to get your ads in front of them—without having to manually transfer customer data between your apps.

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Easily match new leads with the right Google ads 

With Calendly, you can easily add events to your chosen calendar. But you might want to have a more consolidated way of seeing all your upcoming events without opening your schedule multiple times a day. Luckily, there's a Zap that will do this for you.

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Easily make an events digest with Calendly and Slack

Let's Talk Business, hosted by Meny Hoffman, is a 30-to 60-minute podcast focused on sharing business insights. Since its launch in 2019, the podcast has already amassed 75 episodes, featuring interviews with business owners from all over the world.

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Let's Talk Business: How one podcast thrives on automation

Landbot helps your brand interact with your customers automatically using conditional logic on your website. With it, you can personalize client journeys in real time. 

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Landbot: App spotlight

EZ Texting does a fantastic job of sending customers drip campaigns, reminder messages, and recurring text messages––all from one handy platform. 

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EZ Texting: App spotlight

Siteglide is a well-known digital experience platform that helps users build websites, customer portals, membership sites, marketplaces, applications, and bespoke databases.

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Siteglide: App spotlight

Once you've hosted a webinar (or any other event, including a conference, podcast interview, or online course), keeping your audience's interest in your brand alive is the next big step. The lesson? Don't stay incommunicado.  

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Easy newsletter growth with Livestorm

Delighted is a well-established solution to gather actionable feedback from customers and measure their happiness. 

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Delighted: App spotlight

Learn how ClickUp became one of the fastest-growing apps on Zapier, driving account upgrades and reducing churn along the way. 

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How ClickUp became one of Zapier's fastest-growing apps

Online quizzes aren't just frivolous fun. When done right, they're also a very effective marketing tool.

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4 ways to automate your online quizzes with Interact

Learn how Unbounce partnered with Zapier to drive long-term growth, enabling users to easily discover automation at their point of need. 

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How Unbounce drives long-term growth by partnering with Zapier

Interact is a quiz tool that helps generate leads, encourage repeat visitors, and fuel online exposure. Learn more about Interact and how to automate it.

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Interact: App of the day

If you've got a business that operates online, then a large chunk of your (or your team's) efforts fall on collecting data from your customers, via online forms. But you can do a lot more when combining JotForm with Zapier.

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5 ways to put JotForm to work with automation

Zapier's Partner API is your best embed option if you want to have complete style control over a user's experience with Zapier within your app.

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A deep-dive into Zapier's Partner API: The ultimate embedding experience

The JavaScript widget is the quickest way to get an embedded Zapier experience up and running for your users—it takes just a few minutes and doesn't require any design resources.

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Zapier's JavaScript widget: Unlock your CRM app's potential

By expanding your CRM's marketplace with Zapier integrations, you can help your users discover the app connections you support, from the comfort of your marketplace.

Expand your app directory with Zapier integrations: A look at CRM tools

The JavaScript widget is the quickest way to get an embedded Zapier experience up-and-running for your users—it takes just a few minutes and doesn't require any design resources.

Zapier's JavaScript widget: Unlock your marketing automation app's potential

By expanding your app directory with Zapier integrations, you can help your users discover the integrations you support, from the comfort of your marketplace.

Expand your app directory with Zapier integrations: A look at marketing automation tools 

If you're one of the millions who use WordPress—to attract customers, show off your services, or promote your content—you should consider adding the plugin WPForms to unleash its full potential. 

Elena Alston

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