3 DAY ONLINE WORKSHOP
in Marketing Process Automation: Zapier
at Rs. 750/-

Starting from

July 31st, 2021

7:30pm – 8:30pm

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00hr
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Starting July 31st, 2021

7:30pm – 8:30pm

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Process Automation is the use of technology to automate repeatable, day-to-day tasks. It accelerates how work gets done by routing information to the right person at the right time through user-defined rules and actions. Process Automation helps organizations streamline processes such as employee onboarding, accounts payable, contract management and more. Process Automation is the use of technology to automate repeatable, day-to-day tasks. It accelerates how work gets done by routing information to the right person at the right time through user-defined rules and actions.

It aims to make processes more cost-efficient, streamlined, error-proof and transparent. With automated processes in place, organizations save time and ensure best practices are implemented to improve overall operational efficiency.

We would be learning this by using a couple of the most popular tools : Zapier and Integrately.

Course Content

How to get started by creating your account very quickly

Set up your trigger step: Select your trigger app and event, connect to your app account and customize your trigger event, and test your trigger. Set up your action: Select your action app and event, connect to your app account and customize your action event, and map your fields.

What should/can I automate with Zapier?

Tasks you have to do frequently. Example: Sending a weekly reminder to your team to fill out a meeting agenda.
Anything where you have to move information from one app to another. Example: Adding tasks from a project management app into your personal to-do list app.
Tasks that don't require much thinking. Example: Copying the emails of event attendees to a spreadsheet.

Learn the simple ways to configure your settings and preferences before you start any work.

Activity Summary: set a schedule to get a summary of the tasks Zapier has performed. This can be set to Never, Daily, or Weekly.
Send Alerts on Failed Trigger: get alerted when there is an issue with your Zap’s Trigger.
Send Alerts on Failed Action: get alerted when there is an issue with your Zap’s Action.

How to do Zapier integrations by internal and external search

Workflow Automation in Seconds.

How to use Zapier with Go-To-Webinars and Google Docs.

Create meetings in GoToWebinar and onboard attendees by syncing with other apps. Create new rows, search and update them in Google Sheets. Do much more by connecting Google Sheets and GoToWebinar.

How to use Zapier with Hubspot leads and Google Sheets.

Authenticate Google Sheets + HubSpot.
Pick one of the apps as a trigger, which will kick off your automation.
Choose a resulting action from the other app.
Select the data you want to send from one app to the other.

How to use Zapier with Mailchimp and Google Sheets.

Authenticate Mailchimp + Zoho CRM.
Pick one of the apps as a trigger, which will kick off your automation.
Choose a resulting action from the other app.
Select the data you want to send from one app to the other.

How to use advanced multi-steps integrations.

Learn how to take Zapier integration further by making a multi-step Zap. Or jump back over to the written tutorial for more info on how to integrate apps with Zap and set up an advanced control center to track your business automation better.

How to integrate it with SMS and Email notifications.

Zapier lets you connect SMS by Zapier with thousands of the most popular apps, so you can automate your work and have more time for what matters most.

How to use Web Hook integrations flawlessly.

A webhook enables third-party services to send real-time updates to your app. Updates are triggered by some event or action by the webhook provider, and pushed to your app via HTTP requests. When you receive the request, you handle it with some custom logic, like sending an email or storing the data in a database.