Introduccion a Zapier
Bienvenida al Curso de Zapier
驴Qu茅 es automatizacion de servicios?
驴Qu茅 es Zapier y por qu茅 su importancia?
Tus aplicaciones y automatizaciones
Crear una cuenta en Zapier
Secci贸n Explorar en Zapier
Automatizando con Zapier
Crear un Zap desde cero
Crear un Zap desde una plantilla
Historial de Zaps
Estado de tus tasks
Nuestras apps conectadas
Ajustes y configuraci贸n
Precios
Triggers y acciones
Aplicaciones
Casos de uso
Conexi贸n a Email de agradecimiento
Conexi贸n con Chatfuel v铆a webhooks
Zaps multi steps
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Caracter铆stica Buscar
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With the increasing advancement of technology, optimizing our daily processes through automation is not only a reality, but also a necessity to gain efficiency and improve customer service. Today we will show you how you can apply simple steps to automate repetitive tasks and free up your time for more strategic activities.
Before jumping into the exciting world of automations, it's essential to follow an analytical process to ensure that the tools you choose really add up for your business. Here are the key steps you should follow:
Make a list of applications: List the applications you use on a day-to-day basis in your operations. This will give you clarity on which tools are essential to you and which ones could be leveraged to automate processes.
Create a flowchart: Once you have your list, create a flowchart. This visual will help you see how each application can connect to another. The intent is to identify which processes can be simplified through automation, thus adding value to your operations and improving customer service. For example, reducing response times.
I'm going to show you a practical example of how we at Trubots have managed to automate one of our marketing processes using tools like Zapier. This will give you a clearer idea of how you could implement something similar.
Scheduling advice: The first point of contact with the potential customer is through a button on our website, scheduling a free advice through Calendy, part of Zapier's marketplace.
Automatic lead creation: With each new scheduling, a lead is automatically created in Mailchimp using Zapier, allowing us to start a flow of automated emails and manage it in our sales funnels.
Connection with WhatsApp: Through Calendy we obtain the customer's WhatsApp number, which we then include in our contact lists to allow an advisor to get in touch immediately.
Integration with CRM: Finally, the contact is automatically integrated into our CRM system, HubSpot, where we initiate the commercial process defined for each customer.
Zoom link generation: Finally, Calendy creates a link to a Zoom meeting, ensuring that the free consultation is carried out efficiently.
Implementing automations with Zapier drastically reduces the time it would take to manually manage these tasks, ensuring immediate and efficient attention for our potential clients. The initial implementation might take you about 10 minutes, but the benefits are remarkable!
Here's a challenge to get you into the world of automations:
This exercise will not only allow you to make a first approach to automation, but will inspire you to find new ways to improve your work processes. Don't miss the opportunity to share your creations, as collaboration and shared learning can open doors to new ideas and improvements.
Dare to investigate, experiment and accelerate your processes with the right tools!
Contributions 27
Questions 3
No se que seria de mi vida sin Platzi.
Trabajo en ventas, uso watsap, correo electr贸nico etc, veo que le sacar茅 un maximo provecho a esta herramienta.
Las que mas utilizo actualmente son
Mis aplicaciones del d铆a a d铆a compatibles con Zapier:
Algunas de las apps que usamos en mi trabajo: Google calendar + Asana + Sheets + zoom + calendly + typeform + gmail
Pienso usar Zapier con AppSheets, Mailchimp y los leads de mi sitio web
waooooo, que bello, que espectacular
Actualmente soy Auxiliar de Marketing considero que zapier puede ayudarme a organizar mejor la infromaci贸n y las campa帽as dentro de nuestro CRM (Monday) aunque el CRM aun se encuentra en pa帽ales en cuanto a las capacidades de otros que hemos usado como Zoho este tiene un buen potencial para automatizar ciertos datos de la organizaci贸n. Actualmente usamos Make como aplicaci贸n de integraciones pero consiero que es necesario tomar en cuenta ambas aplicaciones para desarrollarlo
Todoist + Slack
Mis aplicaciones
Gesti贸n de actividades diarias
Conectar Nuevos eventos a帽adidos a Google Calendar par crear Nuevos elementos a una base de datos
notion, whatsapp, mailing con microsoft
Tan impresionante que es Zappier
Outlook, MSTeams, OneNote, OneDrive, Visual Studio Code, Zoom
En mi d铆a a d铆a uso:
Gmail
Exel
Google drive
Google Sheets
Keybe
Actualmente soy emprendedor y busco una manera de automatizar mi proceso de ventas
De uso recurrente:
Agregar los contactos nuevos o actualizados de Xero a ActiveCampaign de forma autom谩tica
Tengo un administrador a partir del cual en el momento en que agendo un servicio se env铆a JSON quie necesito conectar a partir de Zapier con Datascope
excel > reportes diarios
gmail --> todoist (lista tareas) --> Calendly (citas)
trabajo en ventas y marketing usamos google contacts, alegra, excel, outlook y calendario de outlook. aun no tenemos un cloud como ofice365 o gsuites
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