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Data Entry and Management: Again, we’ve got more tools than we can count for things like data entry and managing that data. You can create custom, personalized messages that give customers that welcome feeling and still automate their delivery.ģ. That's great and all, but you have better things to do with your time. We'd like to think we don’t have to emphasize this, but there are still some small businesses trying to manage email firsthand. Metrics and Analytics: With all the metrics and reporting tools out there, why do you still have someone crunching the numbers? If you’re not automating here, you’re missing out on a big part of the productivity puzzle.Ģ.
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Although it’s going to be up to you to decide what’s best for your business, here are five areas you should consider automating:ġ. For example, automating your contact management is a great way to save people the hassle of having to be detail-oriented fact-checkers when they’re supposed to be sales team members. If you’re looking for a way to improve your business operations, there are definitely some areas that will be better or easier to automate than others. So, as you can see, no matter what you want to do with your to-do list, Zapier can help you automate it in so many ways that you should have no trouble getting more out of your business. Stripe, Shopify, and other payment processing and ecommerce tools.Acuity Scheduling, Calendly, and other scheduling apps.Facebook, Twitter and other social media.Mailchimp, Outlook, and even Zapier’s own email tool.HubSpot, Asana, Pipedrive, and other CRMs.Trello, Slack, and other collaboration tools.Zapier can automate tasks between Airtable and: You’ll see a few different Google integrations on our list, and that’s because while Zapier works with almost any app, we know that a lot of small businesses work with Google Workspace (formerly G Suite), so those are the most popular integrations and automations.
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Not only that, but it does impressively well at automating tasks for more than 3,000 apps and software platforms.In addition to all of the pre-built triggers and actions, there is a wide-open API that lets you customize every single move, too. With the combination of Zapier and Airtable, you can automate so much of your database work that you’ll see an impressive reduction in the number of tedious tasks and routine to-dos that you have to take care of on your own.įor those who don’t know, Zapier is an entire tool that’s designed to automate other tools. Zapier is quickly becoming one of the most popular automation tools on the market, and for several good reasons. This platform is an impressive solution that takes the best of spreadsheets and combines that with the power of a database, giving you the chance to put data to work and automate more tasks than ever before. So when a great idea comes up-whether you're brainstorming potential projects, next week's tweets, or new guests for your podcast-you can avoid losing it by telling Zapier to log it as an Airtable record.Airtable bills itself as a modern database that’s created for everyone, offering fast, flexible ways to track data and information, whether you’re trying to monitor inventory, plan the schedule, or even track down sales leads.
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While Slack does a great job of keeping track of everything you say in chat so you can look it up later, you have to actually remember what you're looking for in order to find it. Great ideas come up in conversation but often get lost in memory. Keep reading for some ideas you can use right now that will hopefully help to inspire a few of your own, too. This opens a lot of great ways to expedite different types of workflows, from idea generation to task management. The message contents-along with other helpful information like the channel name, username, and any optional text you might want to add-is sent over to Airtable to create a new record. (ellipsis) button that appears beside any Slack message, then select the "Push to Zapier" option. With Zapier's new Slack Action, you can push any Slack message to Airtable in just a few clicks without ever leaving Slack-ensuring that your ideas, action items, and tasks don't get lost in the shuffle.Īfter setting up the Zap using Zapier's New Pushed Message trigger, all you need to do is click the. If you need to connect to services you know and love, Zapier's your best friend, and now you can use Zapier to connect Slack and Airtable more closely than ever before. With the new Zapier Slack Action, you can instantly send important ideas, tasks, files, and more to Airtable without leaving Slack.