If you find yourself copying data between apps — moving a form submission into a spreadsheet, or a new sale into your email list — you are doing work a robot should do. Zapier connects your tools so those handoffs happen automatically, no code required. Here is how it works and where to start.
How Zapier works
Every automation (a “Zap”) has two parts: a trigger (“when this happens”) and an action (“do that”). For example: when a new lead fills out your form (trigger), add them to your CRM (action). You connect your apps once, and Zapier runs the workflow in the background forever.
Three automations to set up today
- New lead to CRM and email: when someone submits a form, add them to your CRM and your newsletter automatically.
- Publish once, share everywhere: when you publish a blog post, post it to your social channels and email list.
- Never miss a sale: when a new order comes in, log it to a spreadsheet and send your team a notification.
Getting started
Zapier’s free tier covers light use, so you can test the waters before paying. Start with the single most repetitive task you do each week and automate just that — then expand. Once a few Zaps are running, you’ll wonder how you worked without them.
Automation works best when your tools are chosen to connect. See our Automation Stack for a tested set of tools built to work together, or use the Stack Finder to build your own.