This is the third guide in our Zapier Automation Content Series. We’ve prepared three instructional guides to help you use Zaps to automate manual workflows. You’ll also find two practical use cases profiling scaling sales teams who are using Zapier to connect up multiple apps and streamline their processes. Check out each of the 5 guides to learn how to recapture huge chunks of time and spend more time talking to leads and customers!!!
Imagine you have just stepped out of a really important meeting. You had a valuable conversation and you feel like you're pretty close to closing the deal. There's just a couple of key follow-up actions you need to take before you can move the deal to the next stage.
You get back to your desk, eager to update your CRM right away with meeting notes and some actions you need to take. You need to customize a proposal doc and send through some related case studies before you can start final negotiations next week.
Then your phone rings...
You have already ignored a stack of critical emails to get your update done, but the call is coming from a potential client that's about to close.
They are questioning why you haven't responded to their email marked 'urgent'. Delaying any further could compromise the deal, so you have no choice but to jump on it right away.
Juggling manual sales admin workflows will keep costing you time and cash
Most of your work days are rife with interruptions and most sales pros and business owners have to contend with more tools and apps than ever before.
Multitasking almost seems like a job requirement for anyone juggling multiple prospect and customer relationships.
Don’t settle for this stress and pressure.
The more time your sales team spend multitasking, the less productive and efficient they become.
According to research from Inc., lost productivity through multitasking is costing businesses approximately $450 billion per year. Even more worrying is the time you lose in the process!
If your salesperson has to jump back and forth between tasks, it takes around 25 minutes to fully regain focus.
How much time and cash is this multitasking juggling act causing your organization on a daily basis?
How to Stop Multitasking and Focus Your Sales Time
We want to teach you how to Zap any repetitive, manual tasks out of your day!
In the second installment of our Zapier series, we covered the simple zaps you can use to cut hours of admin off your sales process.
But you should never settle for just a decent sales process.
There are always more areas to optimize, more time to save, and more admin to automate. You should be constantly searching for ways to banish repetitive manual tasks from your workload.
Simple Zaps are super useful.
But you want to take your automation one step further - literally ;)
We’ve collected some of the most advanced, game-changing Multi-Step Zaps to help you scale your sales process with rapid speed.
Turbocharge your sales process with Multi-Step Zaps
Zapier’s Multi-Step Zaps are to the salesperson what the digital camera is to the photographer.
You don’t need to be messing around with developing negatives or hanging prints in a dark room. Now you can just point and shoot. Job done instantly.
Zaps can eliminate the need to jump between tools and tasks with a single trigger.
No matter how many different apps you use, Multi-Step Zaps allow you to customize an automated workflow according to your specific needs.
Once you’ve set up a Zap, you can continue to add more Action steps onto that Zap to save yourself the hours of admin involved in switching between your CRM and all of your other tools.
Imagine a single Zap that can add a task to your project management app, notify your team on Slack, and send a personalized email to your lead - all triggered instantly when you move a deal to a new stage in your Pipedrive pipeline. This is the type of turbo-boosting step change I’m about to share to help you scale your sales process almost instantly.
Zaps to help you process data instantly
In the second article of our Working With Zapier series, we looked at ways to automate data entry from forms directly into Pipedrive. But what if you want to take this one step further?
Rae Hoffman, Co-owner of search marketing company PushFire, used a Zap to add leads captured by Gravity Forms to Pipedrive. Once Rae got a taste for automating tasks with Zaps she wanted to take it a step further.
Enter Zapier’s Multi-Step Zaps!
Rae set up a workflow that created a person, a deal, and a note in Pipedrive for every new form submission.
‘The introduction of multi-step Zaps meant that one trigger could perform an unlimited number of actions — and that changed my business automation world.’ - Rae Hoffman, Co-owner at PushFire
Previously Rae was manually entering data into Pipedrive and adding new organizations, people, and deals - all by hand.
Using a multi-step Zap, the submission of a Gravity form can create four separate, yet connected, actions. Immediately. Without anyone lifting an administrative finger.