Zapier: How can client's build their own zaps?

What are Vendasta Zaps and How Do They Work?

Vendasta Zaps, powered by Zapier, are automated workflows that connect Vendasta with your favorite apps, such as Gmail, Google Sheets, Slack, and more. With Vendasta Zaps, you can automate tasks and processes, such as lead management, customer communication, and data organization, without any coding knowledge.

Getting Started with Vendasta Zaps

Setting up Vendasta Zaps is quick and easy, and you don't need any technical skills to get started. Here's a step-by-step guide to help you set up your first Vendasta Zap:

Sign Up for a Zapier Account: To get started, sign up for a free Zapier account at zapier.com. Once you've signed up, you'll be guided through a quick setup process to connect your apps and get started with creating Zaps.

Choose Your Trigger and Action Apps: In Zapier, click on the "Make a Zap" button to create a new Zap. The first step is to choose the app that will trigger the Zap, such as Gmail, Google Sheets, or Slack. This could be an app where an event occurs, such as a new email or form submission.

Set Up Your Trigger: After selecting the trigger app, follow the on-screen instructions to choose a specific trigger event, such as "New Email" or "New Form Submission." Connect your account and configure the trigger settings as needed.

Choose Vendasta as Your Action App: For the action app, select Vendasta from the list of available apps. This is where you'll specify the action that you want to occur in Vendasta based on the trigger event.

Set Up Your Action: After selecting Vendasta as the action app, choose a specific action to perform, such as "Create Contact" or "Add Note." Connect your Vendasta account and configure the action settings as needed.

Map Your Data: Zapier will guide you through the process of mapping the data fields from the trigger app to the corresponding fields in Vendasta. This ensures that the information is accurately transferred between the two apps.

Test Your Zap: Before activating your Zap, test it to ensure that everything is set up correctly. Zapier provides a testing feature that allows you to simulate the trigger event and verify that the action is performed as expected.

Activate Your Zap: Once you're satisfied with the test results, activate your Zap to start automating your workflow. Whenever the specified trigger event occurs, Zapier will automatically perform the specified action in Vendasta, saving you time and effort.

 

Examples of Vendasta Zaps for Small Businesses

Here are a few examples of Vendasta Zaps that can help streamline your workflow and automate tasks for your small business:

  1. Automatically create new leads in the Vendasta CRM when a form submission is received on your website.
  2. Save emails shared as an activity in the Vendasta CRM for easy access and organization.
  3. Add new customers to your Vendasta CRM when they make a purchase on your website.

Unlock the Power of Vendasta Automation

By setting up Vendasta Zaps with Zapier, you can automate repetitive tasks, streamline your workflow, and focus on growing your small business. With Vendasta's user-friendly interface and integration capabilities, the possibilities are endless.

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