If your business generates leads, using Zapier is obvious.
You have a funnel cake I mean funnel that creates customers but as it grows so does your belly I mean your already long-list of manual tasks. (sorry, food on the mind)
If you don’t use Zapier to help, you’ll need to skip family dinner to get everything done.
But if you automate with Zapier, your growth won’t slow you down.
Today I’m going to teach you the three essential lead management Zaps you need if you want to grow and have your cake, too.
I’ll also share how you can use Zapier’s newest Interfaces and Tables products to simplify the process.
Let’s dive in.
It doesn’t matter where you get new leads, they all need to end up in one
place: your CRM. Use Zapier to automate the capture process and get notified
for every new lead. Here’s the basic structure for the Zap:
If a lead goes unnoticed, money is going out the door. Don’t have a leaky
funnel right from the start. Plug the holes with some Zaps.
Speed is everything. Just ask Amazon Prime. According to recent HubSpot
research, 82% of consumers want an immediate response when they have a sales
When it comes to automation, there are two ways to be as quick as possible
For the most part, I’m in favor of option two because the human touch is so
critically important to build trust. Oftentimes there’s not enough context
about a lead for someone from your team to respond with a personal touch. This
is where Zapier can help.
Here’s what a Zap would look like:
1. Trigger: New response in email
2. Search: Find lead in CRM to get relevant information
3. Action: Notify team with email message and additional information from CRM
Put the people first and try to automate around the human interactions as
much as possible.
Once a lead becomes a customer (congrats btw), it’s critical to update their
information in your CRM and Mailing List. Zapier automates the process:
The worst thing a new customer can receive is an email trying to sell them
something they’ve already bought. Let Zapier automate the update immediately.
Since the beginning of time—okay more like for the past decade, businesses
have been automating their lead management using Zapier as the glue to connect
their tools together. But now lead management can be done in Zapier reducing
the number of tools needed.
It’s in beta now, but here’s part of what lead management looks like using
only Zapier’s Interfaces and Tables products.
Never Lose a Lead
Build a form in Zapier’s new Interfaces and embed it on your website for a
visitor to submit and become a lead.
Responses are automatically recorded in a Zapier Table which acts as your
CRM. Another Zapier Interface displays the contacts along with their status in
a Kanban board.
A connected Zap notifies your team and emails lead:
There is still a communication piece that lies outside of Zapier (you’ll use
email, Slack, etc.). But, with most of the process living in Zapier, you can
simplify lead management and save money and time by reducing the tools needed.
As Interfaces and Tables come out of beta, I’d expect more of your lead
management process to live in Zapier.
That's it for this week!
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