Master Zapier Integration

Connect 5,000+ apps with powerful Zapier automations. Create sophisticated workflows that eliminate manual tasks and boost productivity for your business.

Getting Started with Zapier

Learn the fundamentals of Zapier automation and create your first Zap in minutes

1

Create Your Account

Sign up for Zapier and explore the dashboard. Start with the free plan to test basic automations.

  • Free plan: 100 tasks/month
  • 5 Zaps (automations)
  • 2-step Zaps only
2

Choose Your Trigger

Select the app and event that will start your automation. This is what "triggers" your Zap to run.

  • New email received
  • Form submission
  • New calendar event
3

Set Your Action

Define what happens when your trigger fires. This is the automated task that saves you time.

  • Send notification
  • Create database entry
  • Update spreadsheet

SME-Focused Zapier Templates

Ready-to-use automation templates designed specifically for small and medium enterprises

Lead Management Automation

MOST POPULAR

Automatically capture leads from multiple sources, qualify them, and distribute to your sales team with follow-up reminders.

Workflow Steps:

Trigger: New form submission (Google Forms, Typeform, etc.)
Action 1: Create contact in CRM (HubSpot, Salesforce)
Action 2: Send welcome email (Mailchimp, Gmail)
Action 3: Notify sales team (Slack, Teams)
ROI: +250% lead conversion
Get Template →

Customer Support Automation

HIGH IMPACT

Streamline support ticket management with automatic routing, priority assignment, and customer notifications.

Workflow Steps:

Trigger: New support email (Gmail, Outlook)
Action 1: Create ticket (Zendesk, Freshdesk)
Action 2: Assign based on keywords
Action 3: Send auto-reply to customer
Result: -60% response time
Get Template →

E-commerce Order Processing

ENTERPRISE

Automate your entire order fulfillment process from payment confirmation to shipping notifications and inventory updates.

Workflow Steps:

Trigger: New order (Shopify, WooCommerce)
Action 1: Update inventory (Google Sheets, Airtable)
Action 2: Create shipping label (ShipStation)
Action 3: Send tracking info to customer
Efficiency: -85% manual work
Get Template →

Social Media Management

TRENDING

Cross-post content across multiple social platforms, track engagement, and automatically respond to mentions and comments.

Workflow Steps:

Trigger: New blog post (WordPress, Medium)
Action 1: Post to Twitter with hashtags
Action 2: Share on LinkedIn with summary
Action 3: Update Facebook page
Reach: +300% social engagement
Get Template →

Advanced Multi-Step Workflows

Complex automation scenarios that handle sophisticated business processes with conditional logic and multiple integrations

Enterprise-Level Automation

Go beyond simple trigger-action workflows with advanced Zapier features like filters, formatters, paths, and delays to create sophisticated business automation.

Conditional Logic & Filters

Only run actions when specific conditions are met, with advanced filtering and path branching

Data Formatting & Transformation

Clean, format, and transform data between different apps with built-in formatters

Scheduled Delays & Timing

Add delays, schedule actions, and create time-based automation sequences

Complex Lead Nurturing Workflow

Active
TRIGGER:
New lead from website form
FILTER:
Lead score > 50 AND Industry = "Technology"
PATH A (High Value):
1. Add to premium email sequence
2. Assign to senior sales rep
3. Schedule follow-up call
PATH B (Standard):
1. Add to nurture sequence
2. Send educational content
3. Delay 3 days → Re-evaluate

Ready to Automate Your Business with Zapier?

Get expert help setting up your Zapier automations. We'll create custom workflows tailored to your business needs.