HOW THE TOOL ZAPIER BOOSTS MY PRODUCTIVITY BY 20%

Zapier

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Running a marketing agency (or any other company) means keeping track of so many moving parts, and let’s be honest – some tasks, while necessary, can really drain your time and energy. From following up on leads to updating client details, these are things that need to be done, but they can take forever. That’s where Zapier comes in and makes everything so much easier for me.

For me, it’s all about automation. Automating the everyday tasks that used to take hours. I no longer spend my mornings manually sending email follow-ups, copying data from forms into spreadsheets, or logging into multiple platforms to manage projects. Instead, Zapier connects all the tools we use at The Marketing Collectiv and The Talent Collectiv, and handles these processes.

Here are just a few examples of tasks I don’t have to think about anymore:

[1] AUTOMATED EMAIL FOLLOW-UPS

One of the biggest benefits for me is automating email follow-ups. Every time someone fills out our website’s contact form, Zapier kicks in and sends out a personalized follow-up email. To the lead but also for us (the team) to remind us to follow up. I don’t have to remember to do it myself or worry about forgetting. It’s done in seconds. 

[2] CRM UPDATES

Instead of manually entering new client details into our CRM, Zapier automatically updates it when a lead comes in, keeping everything up to date with zero effort. It’s honestly a huge relief, and it saves us so much time, especially when multiple leads come in at once.

[3] FROM EMAIL TO YOUR PROJECT MANAGEMENT SYSTEM

Managing tasks and projects has also become so much easier. We’ve connected tools like Asana and Trello to our email via Zapier. Whenever a new task is assigned – whether it’s from a client or internal – it’s automatically added to our project management system. This way, nothing gets overlooked, and we can stay on top of all the moving pieces of a project without getting lost in all emails. 

At The Marketing Collectiv, innovation is one of our core values, and using tools like Zapier allows us to work more efficiently. Thanks to automation, I’ve increased my productivity by at least 20%, allowing us to focus more on delivering creative, impactful results for our clients.

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