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Re:Zapier: A $5B Unbundling Opportunity by samstave on Tuesday April 12, 2022 @12:45PM (#31005083)
Can you please share some example workflows enabled by Zapier that benefits your org?
Re:Zapier: A $5B Unbundling Opportunity by nickfromseattle on Tuesday April 12, 2022 @01:34PM (#31005794)
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

Re:Zapier: A $5B Unbundling Opportunity by stevesearer on Tuesday April 12, 2022 @01:05PM (#31005391)
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.