Can you please share some example workflows enabled by Zapier that benefits your...

nickfromseattle · on April 12, 2022

1. New demo booked via Calendly --> find/create deal in CRM --> send Slack message to #notifications-sales

2. New app sign up --> webhook to Zap --> create new deal in CRM --> create new contact in email automation platform --> send a Slack message to #notifications-signups

3. New in-app purchase --> Update CRM Deal as 'Won', update Deal LTV --> push Slack notification --> change email sequence from 'free trial' to 'paid subscriber'

4. New Facebook Group member --> add as contact in email automation platform and subscribe to 'Facebook Group' email list

5. New charge in stripe --> update CRM LTV value

stevesearer · on April 12, 2022

Not marketing, but we use it to automate some WordPress tasks.

WordPress Gravity Forms submission -> Zapier -> Airtable to assign calendar -> Zapier -> Create WordPress draft

Have someone fill out a structured Google Sheet -> upload to private Gravity Form -> Zapier to process > Create WordPress draft

I'm sure I could spend time figuring out how to do this stuff directly in WP with coding, but it is nice to connect existing things together relatively easily as a first step.