Hi, I’m Sheila, a technology consultant, web designer, project manager and author. I help heart-centered business owners, the lightworkers of the world, with technology. I build websites and make technology work for them, so they can spend more time focusing on growing their business and doing what they love.
I love finding ways to save myself time. As an entrepreneur, I’m sure you want to save time too! My favorite tool for creating automation is Zapier. Zapier allows you to create ‘zaps’ that zap information between your applications. It’s really cool and saves a ton of time. The possibilities are endless. One of those pieces of information that is crucial to your business is contact information. You might be collecting it in your email marketing tool or your scheduling tool or your billing tool. Yet, do you have them all in one place so that when you go to send someone an email, you can find their email address? If not, then you should setup zaps to make sure you keep your data in sync.

Ideas for Zaps for Contacts

Mailerlite or Mailchimp – ZAP – Entry into Google Contacts File
Mailerliet or Mailchimp – ZAP – Entry into Google Sheets
Mailerlite or Mailchimp – ZAP – Entry into Accounting File or Quickbooks or Freshbooks
Scheduling Tool Appt – ZAP – Entry into Google Contacts or Sheets
Scheduling Tool Purchase – ZAP – Entry into Accounting Spreadsheet or Quickbooks or Freshbooks
Scheduling Tool Appt or Purchase – ZAP – Entry into CRM with notes about Purchase

How to Setup a Zap

The good news is that Zapier is free for up to 5 basic Zaps, so you can test it out without any financial commitment. Yay!

  1. Go to Zapier.com and create your account
  2. Click Make a Zap at the Top
  3. Follow the Prompts to connect your accounts and put in the data that you would like to Zap around
  4. Test it
  5. Turn it on
  6. Sit back and enjoy some extra time as your data is kept in sync

Video on Creating a Zap