Create new notes automatically
Ato import data from forms and other external apps into your CRM of choice. Example zaps Typeform HubSpot Google Contacts HubSpot Shopify HubSpot 11. Create backups. Dont wait until you need a backup to start making one set Zapier to automatically send your files to cloud storage. These could be emails social posts videos or notes from a notetaking app. This not only protects your files in case you lose them but it also serves as a handy reference if you ever need to dig up a past exchange attachment Tweet etc.We like Backups are a must for everyone this integration creates them for you in the background. Example zaps Gmail Dropbox Evernote Google Drive YouTube Dropbox 12. Send out summary reports. As weve seen you can leverage Zapier in many ways to improve alignment. Heres one more Try using a zap to compile and distribute regular reports for your team. For example you can Digital Marketing Service create automated Slack messages that summarize the number of closed deals each week for your sales team the number of leads and site traffic for your marketing team or the weeks major
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Updates for the whole company. You can also alert your team of new goals set in an app like Google Analytics. What we like Automated weekly reports powered by Zapier are another lowtouch way to better align your team. Example zaps HubSpot Slack HubSpot Gmail Google Analytics Slack 13. Take quick notes. Weve all been in meetings where were jotting down notes on the fly only to lose track of them later on. This problem is amplified if you use multiple notetaking apps and have backtoback meetings most days how can you manage your minutes Try taking advantage of some of Zapiers integrations here.based on calendar events or create new notes on a daily or weekly basis in your app of choice. Plus you may want to back up your notes to cloud storage for safekeeping.
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