Zapier is an amazing tool that allows you to automate significant workflows within your business. It allows you to integrate LeadSimple with hundreds of other software platforms. No need for a developer! All you need is some basic software skills.
However, Zapier can be daunting and even a waste of time without the correct approach. In this webinar, we help you understand when and how to use Zapier along with some commonly useful zaps you can set up today.
Resources
Need help starting with Zapier? Here are some resources to give you a head start!
Training Articles
- How to find your API key in LeadSimple
- Create a PDF from LeadSimple using Zapier
- Automate spreadsheet imports to LeadSimple
Zap Ideas
- Trigger text notifications when a lead opens an email.
- Generate a document when a lead or process changes stage.
- Trigger text, slack, google hangouts, notifications when tasks are due on a lead.
- Add leads and customers to google contacts.
- Import leads or trigger processes from google sheets (when rows are added/changed).
- Change a lead or process's stage based off an email (from Tenant Turner, Appfolio, etc…).
- Trigger a new process from an email.
- Create new leads from Facebook ads.
- Send postcards or letters when a process or lead changes stages (using Lob).
- Generate NSF Eviction forms (using PDFFiller).
