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What is Zapier?

Zapier is a convenient tool that allows you to connect different apps so tasks can be automated for you. You don’t need any technical knowledge to use Zapier. It helps you save time by letting your apps work together, reducing the amount of manual work you need to do.

With Zapier, you can set up an action in one app to automatically trigger multiple actions in others. For example, when a new customer submits a form, Zapier can automatically send the customer’s details to your CRM, send a welcome email, and create a task in your project management tool. This allows you to create exactly the integrations you need between the different apps you use.

For businesses that frequently perform repetitive tasks, Zapier is an excellent way to save time and simplify processes. Everything happens automatically—so you can focus on what really matters.

How does Zapier work?

Zapier works by connecting different apps so you can automate tasks without having to perform each step manually. The entire process revolves around so-called “Zaps,” which consist of two main components: a trigger and an action.

  • Trigger: This is what starts the process. A trigger could be receiving a new email, a form submission, or a new task being created in your project management tool.
  • Action: Once the trigger is activated, Zapier automatically performs the action you’ve set up. For example, processing contact information in your CRM, sending an email, or creating a task in another app.

Example of how Zapier works

Imagine you have a form on your website where people can sign up for a newsletter. You can create a Zap that ensures every time someone fills out the form (the trigger), their information is automatically added to your mailing list in Mailchimp (the action).

Zapier HubSpot

Zapier makes it possible to perform multiple actions from a single trigger. In the same example, you could also send an automatic thank-you email and create a task in your project management tool to follow up with the new subscriber.

Zapier and Wizard Card

The integration between Zapier and Wizard Card offers a powerful solution to make your work easier and faster. With this connection, you can create automated workflows to process data collected through Wizard Card’s digital business cards. This means that information from, for example, lead forms can be sent directly to other apps such as your CRM, email marketing tools, Excel, or project management systems. This way, you’ll never have to manually retype or enter data again.

Features:

  1. Automatic lead processing: When someone scans your digital business card and fills out the lead form, this information is automatically sent to a CRM such as HubSpot, Salesforce, or Pipedrive. This saves you time and ensures you instantly have the right data to follow up on your leads.
  2. Instant email follow-up: As soon as a new lead comes in via your Wizard Card, you can use Zapier to automatically send a welcome or thank-you email through tools like Mailchimp or ActiveCampaign. This helps you respond quickly to new contacts.
  3. Store data in Google Sheets: Zapier can automatically save all lead information to Google Sheets. This gives you an easy overview of all your contacts, useful for reporting and further analysis.
  4. Create tasks in project management tools: Use Zapier to automatically create a task in tools like Trello or Asana whenever a new lead comes in. This keeps your team informed and ready to take action immediately.
  5. Integration with multiple systems: Zapier offers thousands of integrations with all kinds of apps, allowing you to easily connect Wizard Card to various platforms. Whether you use Google Drive, Slack, Google Sheets, or a CRM system, Zapier makes your automated workflows run seamlessly.

Benefits:

  1. Time-saving: With automatic lead processing, you no longer have to waste time on manual data entry. Everything happens automatically, saving you hours of work.
  2. Efficiency: The integration between Wizard Card and Zapier allows various tasks to be executed automatically as soon as a lead comes in. This streamlines your workflow and reduces the chance of errors.
  3. Better lead follow-up: Thanks to the direct connection with your CRM system, you always have the most up-to-date client information available. You can follow up with leads faster and spend more time closing deals.
  4. Versatility: Whether you use CRM systems, email marketing tools, Google Sheets, or project management platforms, Zapier ensures everything runs smoothly and automatically. All you have to do is set up the connection once, and it will keep working on its own.

Pricing and Plans

Zapier offers a range of plans, from a free version to more advanced paid options. This means you can start automating, whether you run a small or large business. The free plan provides basic features, while the paid plans include more tasks and support more complex workflows — such as executing multiple actions within a single Zap.

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