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Painting Business Owners: Automation 101: using Zapier app to “glue” your apps.

Name: Painting Business Owners: Automation 101: using Zapier app to “glue” your apps.
Uploaded: 2024-05-02T12:45:03+00:00
Duration: 47 s
Channel: Daniel Honan
Description: In this instructional segment, the speaker introduces Zapier as a versatile automation tool that acts like duct tape, linking disparate applications for…

2 May 2024 · 1 min

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0:47

In this instructional segment, the speaker introduces Zapier as a versatile automation tool that acts like duct tape, linking disparate applications for painting business owners. The core example demonstrates how a new lead arriving in Gmail can trigger a Zapier workflow that extracts the lead’s email or phone number, then automatically forwards that information to a texting service such as ClickSend or to a CRM. This enables an immediate, automated follow‑up—sending a text or email with a link to schedule an estimate or providing next steps—thereby streamlining lead qualification and response time.

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Zapier is basically automation software that is kind of like the duct tape for your apps. It takes information from one app and pushes it to another. So for example, this would be taking information from Gmail and pushing it over to a texting app or CRM to send a text or to send an email. So Zapier, you can use Zapier to basically, when that lead comes in for Gmail, you push that information into Zapier. Zapier parses out the email of the lead or maybe the phone number of the lead, and then shoots that information over to a texting app, maybe ClickSend or maybe a CRM to send out an email or a text message to that lead as soon as they come in and just say, hey, so you're interested in getting a painting project done. You can go to this link here to schedule an estimate with me or give them the next steps, whatever, if you need to qualify them first.