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Tue, 04 June

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Online Zoom

Supercharge Your Small Business with Zapier Automation (1)

Ready to level up your productivity and profit? Discover how Zapier can revolutionize how your small business works. In just 5 hours, master the art of no-code automation, eliminate manual bottlenecks, and achieve a smoother, more efficient workflow for you and your team. Hands-on, 5-hours.

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Supercharge Your Small Business with Zapier Automation (1)
Supercharge Your Small Business with Zapier Automation (1)

Time & Location

04 June 2024, 2:00 pm – 4:30 pm GMT-7

Online Zoom

About the event

Supercharge Your Small Business with Zapier Automation

Ready to level up your productivity and profit?  Discover how Zapier can revolutionize how your small business works. In just 5 hours over 2 days, master the art of no-code automation, eliminate manual bottlenecks, and achieve a smoother, more efficient workflow for you and your team.

Tired of repetitive, time-consuming tasks? This course unlocks the power of Zapier to streamline your small business operations. Learn to connect your favorite apps, automate workflows, and free up valuable hours to focus on what matters: growing your business.

This expert led, live, practical and interactive course teaches you to implement Zapier automations that will save you time and streamline your daily business tasks.  Discover how to seamlessly connect apps, create powerful workflows, and eliminate tedious manual work across sales, marketing, customer service, and more.

Course Outline:

Here's your breakdown of a 5-hour Zapier for Small Business automation course, split into two 2.5-hour sessions:

Day 1: Zapier Fundamentals

  • Introduction to Automation
  • What is automation and why it matters for small businesses
  • Common use cases and benefits
  • Zapier 101Understanding triggers and actions
  • Setting up your Zapier account
  • Navigating the Zapier interface
  • Simple Zap Creation
  • Build your first Zap - it's easier than you think!
  • Explore popular apps and connections
  • Formatting & Filters
  • How to format data to work seamlessly between apps
  • Using filters to create targeted automation logic

Day 2: Practical Applications & Advanced Concepts

  • Workflow Optimization
  • Automate tasks in marketing (e.g., social posting, lead nurturing)
  • Streamline sales process (e.g., lead qualification, CRM updates)
  • Enhance customer support (e.g. ticket generation, feedback surveys)
  • Multi-Step Zaps
  • Build complex workflows with multiple actions triggered sequentially
  • Incorporate paths for branching logic
  • Tools and Utilities
  • Introduction to Formatter, Webhooks, and other advanced features
  • Troubleshooting & Best Practices
  • Common errors and tips for fixing them
  • Strategies for effective Zap management and naming conventions

Important Considerations

  • Prerequisites: You should have basic familiarity with their commonly used business apps (email, CRM, etc.)
  • Practice Time: Make sure you have a laptop with an email account you can use to sign up to Zapier and other applications (tablets and phones won't do)
  • Real-World Examples: You'll be taken through real world working examples that you can also build yourself

Book today as spots are limited. 

See you there!

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