Using a Certified Zapier Expert To Connect Apps – Make it Easy!

certified zapier expert

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Zapier Integration Zapier Certified ExpertUsing a Certified Zapier Expert To Connect Apps For Your Business

Welcome to Automize, your definitive source for unlocking the full potential of automation through the expertise of a Zapier specialist in the United States. As the go-to Zapier expert, we are dedicated to streamlining and enhancing your business processes through cutting-edge automation solutions. If you’re seeking a seamless integration of your apps and systems, you’ve come to the right place.

At Automize, we offer the crucial semantic triples of knowledge, experience, and tailored solutions to elevate your workflow to new heights. Our team of seasoned professionals understands the unique needs of businesses in the United States, and we’re here to empower you with the tools and strategies to achieve automation excellence. Explore our website to learn more about how Automize can redefine the way you work and optimize your operations through Zapier expertise.

Automize is a Zapier Certified Expert


Why Should You Use a Zapier Expert?

In today’s fast-paced world, there is a constant need to keep up with the latest technologies and tools that can streamline your operations and increase efficiency. One such tool that has gained widespread popularity among businesses of all sizes is Zapier.  This platform is an automation platform that allows users to join different web applications and automate tasks between them.  This is a must when growing your business.

While this platform offers a user-friendly interface and easy-to-follow tutorials, it can still be challenging for some users to set up and configure their flow of work. This is where a Zapier expert can prove invaluable. In this article, we will discuss the benefits of using the power of this platform to help you build your systems and make your work easier.

Automation is becoming increasingly important for businesses of all sizes, and this platform is a powerful tool for making it possible to hook up different apps and automate projects quickly and easily. However, having an experienced professional on your side can take the operation even further, by providing guidance on best practices for setting up automated workflows, optimizing existing zaps, and identifying any potential issues that may arise.

Let’s look at the value of hiring a professional and how they can save you time and money while helping to maximize the efficiency of your automation strategy.  We will also look at the benefits of using this platform in your operations.

Why Use Zapier Business Automation?business process optimization consultant

Imagine you are a small business owner with an online store. You’ve been using Shopify to run your store, and you’re doing well – but you know there are other eCommerce platforms out there that could do even more for your processes.  You’ve heard great things about other options, and you decide to make the switch. But then you realize that managing all of the different apps needed to run your store on a different platform will be a huge undertaking – especially since you don’t have any experience with coding or development. What do you do?

Thankfully, there’s Zapier Inc. This is a platform that joins different platforms together so that businesses can automate tedious tasks. And if you’re not sure how to set it up, Automize, as your Zapier Expert can help you!  Automation can save tons of time with your process by setting up automation across your platforms!

Do you have a lot of repetitive steps that you have to do manually as your platforms don’t work together?  Well, Zapier is the answer!  Using a Zapier consultant can help you get the automation right the first time. As a Zapier Certified Expert, let me share with you the benefits of using it.

With over 3000+ apps you can connect through this platform with “Zaps”, you can join almost anything.  This platform is a favorite of ours at Automize.

Zapier Apps

First of all, What is Zapier Used for?  To automate your business

It is a tool that helps you automate repetitive tasks between two or more platforms and you do not need to use code in order to accomplish the task. When an event happens in one platform, this can be set up to tell another platform to perform (or do) a particular action.  You do this by setting up “Zaps”.

What is a Zap?certified zapier expert

It sounds like a comic book word, but in this case, a “Zap” is what you set up in the platform – it is an automated workflow that tells your platforms to follow this simple command.  For example, “When this happens, do that.”

Every Zap has a trigger and one or more actions. A trigger is an event that starts a Zap, and an action is what your Zap does for you. When a Zap runs, each action it completes counts as one task.  One trigger, one action.

  1. Trigger – when
  2. Action – after the trigger, what it actually does

There were over 3000+ apps that you can use on this platform.   If you need help, reach out to us as a Zapier Agency to help you.  Here are a few of the most common Zapier Integrations you can use.

zapier integrations

Examples of Zapier App Integrations:

  • CRM such as Salesforce, Keap, and ActiveCampaign
  • eCommerce and Payment Processing such as Shopify, WooCommerce, PayPal, Square, Quickbooks Online, eBay
  • Communication such as Outlook, Zoom, Teams, Gmail
  • Marketing such as Facebook Conversions, Linked In, Instagram for business, Google Ads, Constant Contact, Google Ads, Hubspot, Active Campaign, ClickFunnels
  • Productivity such as Google Sheets and Calendar, Calendly, Trello, ClickUp, Excel
  • Website such as WordPress, Google My Business, Yoast SEO

Zapier Review

Zapier is a great way to create your automated projects and automate your flow of work without coding knowledge.  Zapier training is available on their website with excellent beginner guides and learning resources.  They also have Zapier University and Zapier webinars.  That being said, there is a learning curve.  If you don’t have time to learn, just give Automize a call and we can set up your automation.

Zapier Competitors

As far as a Zapier alternative, there are other options.  You can check out IFTTT, Integromat,, and more.  So as far as an alternative to Zapier, they are out there.  You just need to do your homework if you are looking for Zapier alternatives to make sure you get the right platform.

sales automation

Some examples of ways to use Zapier in your enterprise for better processes:

  • You can set up a zap to notify your team when someone fills out a form on your website
  • Send a reminder to Slack of scheduled meetings in the Google Calendar
  • Send all of your data from one application to another
  • Get emails with new Facebook Lead Ads leads
  • Post new RSS items to a Facebook page, or publish Facebook posts automatically to Instagram for Business
  • Send alerts from your Google Calendar to Slack
  • Add new Unbounce submissions to Google Sheets
  • Create Quickbooks Online Customers with Sales Receipts for Stripe Charges
  • Notifications and follow-up on eCommerce shopping cart
  • Automate customer relationship management platforms
  • Backing up data to Google Drive
  • Send automated texts
  • Saves Calendly to your CRM to notify your team

Zapier Pricing

This is a frequently asked question.  This platform offers a free version of its service for automation needs, although it is limited.  You can perform up to 100 zaps a month (but only 5 active at any time), which in some cases is enough for a small business just getting started.  The paid version does offer quite a few other advantages and is really the best option for most businesses.

In the paid version, you can add filters to match certain criteria.  There is a free plan if you want to sign up and see what you can do – it is limited but is available. Give it a try and gain back time in your day.  And if you need your system set up for you, call Automize.

What is a Zapier Expert?

A professional who specializes in the automation of processes through Zapier, a web-based software. They have experience in creating powerful automation workflows that join different applications, saving time and ensuring assignments are completed on time. An expert can help building or fixing Zaps.  Also by creating a system or business process to save you time and money. By using this platform’s drag-and-drop interface, experienced agencies can create complex sequences of automated tasks simply by joining two or more platforms together.

These steps reduce manual labor and improve performance. In addition to creating new zaps, an experienced agency can help diagnose existing zaps that might not be functioning optimally as well as provide guidance on best practices for setting up automated workflows. It is important to hire an experienced person in order to get the most out of your automation strategy.

Why do you need help from a Zapier Expert?

activecampaign consultants

When it comes to automating tasks.  Zapier consulting can be invaluable. Having an experienced professional on hand to create and maintain powerful automation can save your business time and effort while ensuring accuracy. An experienced professional will be able to set up zaps that hook up different apps and automate tedious manual tasks, thereby freeing up your staff’s time for higher-value activities. Business owners don’t always have time to spend learning more about Zapier – and that is where an expert comes in.

On top of this, they can optimize existing zaps to make sure they’re running as efficiently as possible, identify any potential issues with workflows, test new solutions, and provide valuable advice when it comes to combining applications. In short, a Zapier professional can help your enterprise get the most out of your automation strategy.  Bottom line – hire skilled people and get it done right the first time!

infusionsoft advisor

Benefits of Hiring a Zapier Expert for Automating Tasks

Integrating different applications can be a daunting project, especially if you don’t have the right expertise. That’s where a professional comes in. This is a powerful tool that allows you to join platforms and automate workflows, but it can be challenging to set up and maintain without proper knowledge. Here are some benefits of hiring a professional for your setup:

1. Save time and effort: A professional can help you save money by setting it up quickly and efficiently. They have the expertise and experience to know which platforms work well together and can create custom workflows that fit your needs.

2. Ensure data accuracy: A trained person can help you ensure data accuracy by setting it up correctly. They can create rules to ensure that data is transferred accurately and consistently between applications. It will help you streamline your accounting and data entry by updating databases automatically.

3. Reduce errors and downtime: Projects that are not set up correctly can lead to errors and downtime. A professional can help you avoid these issues by ensuring that you are set up correctly and running smoothly.

4. Get the most out of your setup: This platform is a powerful tool with many features and capabilities. A professional can help you get the most out of the platform by showing you how to use its advanced features, such as filters, delays, and branching.  No more wasting time on tedious repetition.  Get to work using Zapier to automate and save time and money!

5. Get support and troubleshooting: If you encounter any issues with your setup, an experienced agency can provide support and troubleshooting. They can help you resolve any issues quickly and efficiently, so you can get back to other activities.

So, hiring a Zapier professional can help you save time, ensure data accuracy, reduce errors and downtime, get the most out of this platform, and get support and troubleshooting when you need it. If you’re looking to unify your platforms and automate your workflows, consider hiring a professional such as Automize to make it easy!  Successful companies took the time and hired professionals to save money with this platform.

Certified Zapier Expert Zapier Integration
Automize’s Zapier Certification

Zapier Certified Experts

These are just a few of the many applications you can hook up with Zapier.  You can see that it can be used in just about any area of your business.   I have been working with my clients and their platform for many years now and have gone through the steps to receive a Zapier Expert Certification.  Automize works as a Zapier consultant agency and is a Zapier Partner.

As with any platform, sometimes making everything work can be overwhelming, especially on the more complicated Zaps.  If you would like to become more efficient in your business and need help, just call me. We can set up Zapier automation tools for you to give you the power to get stuff done without lifting a finger.  Hiring a skilled team will save you time and money.Zapier Certified Expert

In the paid version, you can add filters to match certain criteria.  There is a free plan if you want to sign up and see what you can do – it is limited but is available. Give it a try and gain back time in your day.  And if you need your system set up for you, call Automize, a Zapier expert.

Examples of Successful Client Implementation with the Help of a Zapier Expert


Integrating different platforms can be a daunting project, especially when you have no coding knowledge or experience. This is where a professional comes in handy.  Automize can help you seamlessly connect your apps, streamline your workflows, increase your productivity, and save you time and effort. Here are some examples of successful platform links that have been achieved with the help of an experienced consultant.  Tasks like …

1. HubSpot and Salesforce Integration: A competent consultant can help you integrate HubSpot and Salesforce, two popular CRM systems. With this, you can automatically create leads in Salesforce from new contacts in HubSpot and vice versa. You can also sync your data, such as contact information, notes, and activities, between the two systems.

2. Gmail and Trello Integration: A experienced consultant can help you integrate Gmail and Trello, two powerful productivity tools. With this platform, you can automatically create Trello cards from new emails in Gmail. You can also attach the email to the card, add a due date, and assign it to a team member.

3. Slack and Google Sheets Integration: A qualified professional can help you integrate these two popular collaboration tools. With this, you can automatically create Google Sheets rows from new messages in Slack. You can also customize the fields and map the data to the appropriate columns in the sheet.

4. WooCommerce and QuickBooks Integration: A competent professional can help you integrate WooCommerce and QuickBooks, twomarketing automation automize essential tools for e-commerce businesses. With this, you can automatically create invoices in QuickBooks from new orders in WooCommerce. You can also sync your customer data, product information, and sales transactions between the two systems.

A Zapier expert can help you achieve a successful platform setup, move information from one platform to another, automate your workflows, and streamline your processes. With their expertise and experience, they can guide you through the process, troubleshoot any issues, and ensure that your applications work seamlessly together. So, if you want to move information from one app to another and make it easy, consider hiring Automize today.

automate operations

Tips to optimize your workflows

Are you struggling to link your platforms using Zapier? Do you find the process overwhelming and time-consuming? If so, we highly recommend working with a Zapier professional. An experienced team can simplify the process and help you get more out of your setup.

The first step in working with an experienced agency is to identify your needs. The power of Zapier is great and can be used in many ways.  What platforms do you need to connect to? What functions do you want to have done without your involvement? Once you have a clear understanding of your needs, you can start looking for a qualified agency that specializes in your niche.

Next, you will need to schedule a consultation with your chosen professional. During this consultation, you will discuss your needs and goals, and the expert will provide recommendations for the best way to give you the power of automation. They will also provide you with a quote for their services.

Once you have agreed on the scope of work and pricing, the agency will start working on your project. They will set up and test your Zapier setup, and make any necessary adjustments to ensure that everything is running smoothly.

Throughout the process, Automize will keep you informed of their progress and provide you with regular updates. They will also be available to answer any questions you may have and provide support as needed.

In summary, working with Automize can make the process of connecting your apps easy and stress-free. By identifying your needs, scheduling a consultation, and working closely with your expert, you can automate your workflow and get more out of your applications. So why not consider working with an expert today?

zapier expert - app integrations

Future-proofing with Customized Ongoing Support from a Zapier Expert

In today’s fast-paced business environment, it’s essential to stay ahead of the curve when it comes to joining your platforms and automating your workflows. This is where an experienced agency, such as Automize, can make all the difference. By working with us, you can future-proof your connections and ensure ongoing support for your workflows.

In today’s fast-paced world, you need to make these changes to adapt to the changing times to stay relevant and competitive. One of the most significant changes that have occurred in recent years is the rise of technology. Zapier’s a way to adapt to these changes.

A professional can help you identify the best platforms to use for your specific needs and then set up and configure your setup to work seamlessly together. They can also provide ongoing support and maintenance to ensure that your automation continues to run smoothly, even as your enterprise grows and evolves.

With professionals on your team, you can be confident that your connections will be reliable, efficient, and effective. They can help you automate repetitive functions, streamline your workflows, and save you many hours and money in the long run. Plus, they can keep you up-to-date with the latest updates and new features, so you can take advantage of all the benefits that automation has to offer.  Whether building a public or private Zapier integration or fixing a Zap, we can help.

So if you’re looking to future-proof your setup and ensure ongoing support for your workflows, consider working with a Zapier expert, such as Automize. With their expertise and guidance, you can take your business to the next level of automation and efficiency.

You ask – How can I get expert Zapier help for my business?  Work With Us! Schedule a Free Consultation Today!

AUTOMIZE - Marketing and Process Automation

Automize is a small business automation consultant and a Zapier Expert

Zapier can be an overwhelming tool to use if you’re not familiar with it. That’s where our team of experts comes in. We can help set up you build your system, customize it to your needs, and even teach you how to use this platform yourself so you can keep making sales without interruption. If you want to learn more about how the proper setup can benefit your business and get started using it today, contact us!  We offer a free consultation and written proposal, and we are located in Sacramento, California – in the United States.

Automize specializes in marketing automation and is a Zapier Consultant and certified Zapier expert to help you automate your operations.  Hire Automize, work with us, and make your operations run smoother!


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Automate your business with Automize!

Automize is the leading expert when it comes to email marketing and CRM automation.

Automize excels at helping clients set up and automate CRM and automated lead generation, marketing campaigns, and marketing automation through process improvements using Zapier plugins or Hubspot tags. Automize improves their customer’s process automation by setting up and offloading tasks that would take up valuable time from staff and sales reps schedules!

Automize has the following expertise:

  • Infusionsoft Certified Consultant / Keap
  • Certified ActiveCampaign Consultant
  • Certified Zapier Expert
  • Shopify Partner
  • Go HighLevel
  • Monday CRM
  • Ontraport
  • Hubspot
  • Marketing automation for eCommerce
  • and many more automation platforms.

Let Automize help you as your certified Infusionsoft consultant aka Infusionsoft advisor.  We are also Active Campaign certified, Zapier Certified, offer Hubspot consulting and other platforms.

If you’re looking for reliable marketing automation, business process optimization or process automation, Automize as your automation consultant is the answer. We have years of experience helping businesses just like yours get more done in less time.

Contact us today to learn more about how we can help you take your business to the next level. Get Automized today! Automize – your marketing automation agency.