Zapier connects Apps together using ‘Zaps’.
Think of them as the connectors that can integrate Business Pilot with the other systems you use, such as MailChimp or Google Drive.
They work by creating a ‘Trigger’ in one system that results in an ‘Action’ in another system.
They are simple and can be set up in just minutes!
When thinking of a Zap its best to start with a use case.
This might be: ‘Every time a new enquiry is received I would like to add it to a list in Mailchimp’.
In which case you could initiate your Zap by using the New Enquiry Trigger and then connect that to a specified list in Mailchimp.
Zapier can also handle duplicate matching so you don’t have to worry about that.
Zapier offers a free Starter plan, which allows for unlimited two step Zaps. What this means is that you can have two step Zaps, e.g. a Trigger for listening for new or update items, and then an Action to do something with that new item.
For the free plan you can have up to 100 Tasks/Month. That is 100 runs of any Zap you create. You will likely find that this runs out fairly quickly over the course of a month, but for testing it’s useful.
The professional Zaps plan starts at £15.98* per month and allows you to have unlimited multi step zaps and up to 750 tasks per month.
Zapier also have a variety of other tools such as Tables (which act like small databases), Chatbots and Interfaces (micro sites and forms) so you can get creative!
*Price correct on 11/4/24
Subscribe new BP Contacts to your MailChimp lists for email marketing.
Pull new or updated Contracts into a Google Sheet saved in your Google Drive.
Automate email sending when a New Purchase Order Query is created.
Our launch webinar will help you to understand how Zaps can be used in conjunction with Business Pilot.
You can also hear from Remi Gruszka at Smart Vision Systems who supported us with testing Zapier and has implemented some really cool Zaps to help automate more business processes.
We’ve created a full guide to setting up your Business Pilot and Zapier connection in our knowledgebase – How do I connect Business Pilot with Zapier?
You can see the full list of available Zap Triggers and Actions here.
Or, check out the Zapier website for more information!
Our partner, Urban Media, is already helping Business Pilot users to make the most of our Zapier integration. So, if you don’t have the time to set-up your Zaps, or if you would like some support from automation experts, they can help!
Contact them to talk about automating more of your business processes with Zapier. They’re happy to talk through ideas with you to help get you started. Or they can get your Zaps up and running on your behalf, so you can start automating even more of your workflows and processes.
Business Pilot users also get discounted rates on their automation services.
© Business Pilot (CRM) Ltd
