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5 Time-Saving Zaps (we save THOUSANDS of hours a year!)

Zapier

Zapier tutorial

Zapier automations

Asana integration

Pipedrive integration

Calendly to Pipedrive

ConvertKit

Business automation

Streamlining workflows

Scaling your business

Commission calculations

Efficiency and productivity

Автор: MinorCo

Загружено: 2025-01-13

Просмотров: 1823

Описание: Need help with Pipedrive? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/pipedrive

As a company, we specialise in getting the most out of tools like Asana, Pipedrive and Zapier. And as a business owner, one of my main priorities is to streamline our operation and how we deliver our services. If you can be more efficient, save time and automate your processes, this results in fewer mistakes, lower overheads and best of all, you're putting systems in place that help you to build a more scaleable business.

Zapier is a crucial tool we use to connect our various systems together. Zapier is your replacement for hiring a developer. With Zapier (and their AI builder) you can create your own integrations without having to pay thousands of dollars to custom code your tools.

Sign up for Zapier and get a 2-week trial using our partner link: https://try.zapier.com/minorco

In this video, I'm going to share a behind-the-scenes look at some of the Zaps we've created that save us thousands of hours a year. This will give you an idea of what you can do with this amazing tool.

0:00 – Introduction to Zapier Automations
0:18 – Why Zapier? Streamlining Your Business Workflows
2:55 – 1-Calendly to Pipedrive: How to Automatically Create a Person & Deal
5:50 – 2-Automate Complex Commission Calculations in Pipedrive
8:47 – 3-Deal Won in Pipedrive: Auto-Create Client Tasks in Asana
12:37 – 4-Deal Lost in Pipedrive: Add or Update Subscribers in ConvertKit for Long-Term Nurture
15:45 – 5-Summarise Zoom Meetings with ChatGPT and Create Asana Tasks

Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive

Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request...

Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level » https://minorco.com/pipedrive

Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter

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5 Time-Saving Zaps (we save THOUSANDS of hours a year!)

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