If you run a business, you’re most likely already aware of all of the different services that you could use to grow your business. Most small businesses don’t have the time to manually integrate their various services, so they turn to software developers to create solutions. One of the most popular platforms for business integration is Zapier. It can connect a huge variety of services, and it’s completely free.

One of the best things about Zapier is that it allows you to connect all of the services that you use on a day-to-day basis. For example, if you use Salesforce to store customer data and you use Stripe to accept payments for your services, you can link the two services together using Zapier so that when a customer makes a payment using Stripe, the data is automatically updated in Salesforce.

In this article, you’ll discover five different ways that you can use Zapier to connect salesforce with clickfunnels.

1. Create tasks and set them to automatically get done

One of the first things that you can do with your newly connected services is to create tasks and assignments that can be automatically triggered by a certain event, person, or circumstance. For example, if you use Salesforce to store customer data and you use Stripe to accept payments for your services, you can set up a task so that every time a payment is made, a new customer is automatically added to a specific list in Salesforce.

This is a simple method for automatically triggering an action based on a previously determined set of circumstances, but it can be extremely powerful because it allows you to define exactly when and how an action should be taken.

2. Use workflows to automate administrative tasks

If you are the type of business owner who handles a lot of the administrative tasks in-house, you can really streamline your work by using workflows in Salesforce. Set up a workflow for each task that you perform regularly, and you will eventually find that most of your admin work has been automated. To get started, click the Workflows button at the top of the page. Then, click New to create a new workflow.

This button also takes you to a spot where you can find and download templates that you can use to create your workflows.

From there, you can start creating a new workflow by selecting the action (i.e., task) that you want to automate and then filling out the required fields. The good thing about workflows is that they can be fully automated, or you can write a short script to do some of the work for you.

3. Use email campaigns to send out important messages

The people that you send regular emails to are your best customers, and you’ll want to keep in touch with them. One way to do this is through email marketing, and you can use Zapier to connect your email service with several other services so that you can automate your email marketing efforts. To get started, click the Email button at the top of the page, then select New Email Campaign.

Here, you’ll find a spot where you can enter the details of your email campaign, such as the email template that you want to use and whether you want to send the emails automatically or if you want to be able to manually trigger them.

After you’ve set all of that up, you can start using Zapier to automatically connect your email service with the other services that you need for your business. For example, if you use Google Apps to store your correspondence, you can connect your Gmail account with various services to automate email marketing tasks such as listing new emails in your inbox or creating automated email replies to customers.

4. Use notifications to keep track of important activity

Notifications are an important part of our daily experience as mobile users. They allow us to know when there’s important news or information that we should be made aware of. From an email notification to getting a call from a customer to letting a friend know that you just uploaded a new picture of your kid – notifications let us know when there’s important activity related to our accounts, communities, and social media.

Zapier makes it easy for you to connect your various services and platforms so that you can find out when important information comes in. To get started, click the Notifications button at the top of the page, then select New Notification.

Here, you can set up a notification for the website that you establish when a new order is placed, payment is complete, or a new lead comes in through your various marketing channels. Once you’ve created the notification, you can start using Zapier to automatically send notifications to the other services that you connected with.

For example, if you use HubSpot to track your marketing activity and you use Twilio to send out text messages, you can connect the two services together using Zapier so that when a lead comes in through your sales team or marketing efforts, a text message is automatically sent to the agent or salesperson who is responsible for following up.

5. Use tags to keep track of things in your life

As we’ve established, notifications are an important part of our daily lives as mobile users, and they allow us to keep track of a lot of different things in our lives. For example, you might set up a notification for your blog to notify you when someone writes a new article about you or your company. Or you can set up a notification to get an email when someone mentions your latest blog post on social media.

Zapier makes it easy for you to connect your various services and platforms so that you can find out when important information comes in. To get started, click the Tags button at the top of the page, then select New Tag.

Here, you can enter a keyword or phrase that describes the type of information you’re looking for. Then, you can enter the platform or service where you find that information. Finally, you can enter the email address where you’ll be notified when that information comes in. Once you’ve created the tag, you can start using it to track important events in your life. You can also create multiple tags so that you can track specific details about different types of events.

The Bottom Line

Zapier is a powerful tool for connecting your email service, website, social media, accounting, and other platforms. In addition to making it easy to keep track of important activity, notifications, and keywords, it also allows you to connect all of the different services and platforms that you use on a daily basis so that you can find the information you need quickly and accurately. This can be a great help to business owners who want to keep track of a lot of different details about their operations. If you’re looking for an easy way to manage and organize all of the information that you get from various services and platforms, then Zapier is a tool that you should consider using.