Three Things to Automate Today with Zapier
The “Internet of Things” is a household phrase these days. You can automate anything from your home security system to your morning coffee with the touch of a button.
Automation has taken over our homes and is rapidly moving into our businesses, making our lives simpler each day. Though automation software and processes are a huge contributing factor to productivity and efficiency in the workplace, when it seems like everything can be automated…it’s hard to know where to start.
With Apptoto’s new integration with Zapier, it’s easier than ever to connect the systems you use to run your appointment-based business. It doesn’t have to be complicated. Zapier is an easy-to-use integration tool that makes connecting disparate software applications a breeze with “Zaps”, which are automated workflows between software applications. You don’t have to be a developer…or even know what an API is…to be able to automate your software processes.
To help get you started, here are three Zaps you can get started with today with Apptoto and Zapier.
1. Create A New Contact From an Appointment Scheduled Online
According to a survey done by GetApp, 31% of people will choose a new service provider simply because they have an online appointment scheduling option. That means your first contact with new clients could be from your online scheduling page. Using a Zap that connects your calendar to your CRM or marketing automation system, create a new contact record automatically, pulling in all contact details from the appointment into your contact database of choice. And unlike many other scheduling services, Apptoto has the unique ability to capture and confirm mobile numbers to send reminder messages. Zapier has built-in connections to Active Campaign, Salesforce, Google Calendar and more.
2. Update Google Calendar Events with Zoom Video Meeting Links
Do you use Zoom or Google Hangouts to conduct video meetings with your clients? Activate a Zap to create and add Zoom meeting details when a client schedules an appointment online. Upon scheduling, Zapier will create a new Zoom meeting, then find and update the calendar event in your Google Calendar. Looking for a different calendar or video meeting integration? We can help!
3. Add New Clients to a Marketing Newsletter
With all of the other things on your plate, growing your marketing database often moves to the backburner. But with Apptoto and Zapier, you can now automate the process. Build a Zap that will add contacts from new appointments to your marketing list in Mailchimp (or other email marketing system). When booked, Zapier will look in Mailchimp to see if there is a matching contact, and if not, will create a new contact, updating the record with the information found in the appointment.
Want to join our Beta program with Zapier? Sign up here!
