My 4 Favorite Zapier Integrations (With Examples!)

How many random to-do’s do you have on your list right now? Things like “Check Stripe balance” and “Drop video files” and “Add that task from the inbox” seem innocent enough. After all, they only take a few minutes, right? But… they add up quick.

‍

Pretty soon, your day is consumed with these menial, 4-minute tasks that prevent you from doing the work you actually enjoy. The cure? Automations. Before you panic, thinking you have to overhaul your systems, take a breath. I’ve got something new to show you!

‍

I can’t even begin to calculate how much time, energy, and stress I’ve saved by automating some of the most manual, menial tasks throughout my day. And I do it with a little something called Zapier.

‍

I’m here to walk you through what Zapier is, why you need it for your business, and how you can set up my four favorite integrations to make your everyday tasks that much easier.

‍

Watch the tutorial below, or keep reading to get all the details!

‍

‍

What is Zapier?

First, let’s make sure we’re all on the same page about what Zapier is and why it’s so great! Zapier is an integrations tool that can link two or more software tools together. But how is that useful, exactly?

‍

First, it can eliminate so much manual work that happens between all of your different tools. Think about all of the admin tasks you do toggling back and forth between your platforms. Maybe it’s something as simple as creating new client folders as part of the onboarding process. Even though it’s a menial task that doesn’t take up that much time, it definitely starts to add up every time you do it. And honestly? Your time is too valuable to spend it doing stuff like this.

‍

All that to say: Zapier can eliminate entire manual tasks, automate processes, and save you tons of time, energy, and stress. Who doesn’t want that for themselves?

‍

#1: HoneyBook & Google Drive

Keeping your client folders organized in Google Drive sometimes feels like a full-time job. But it’s a job that has to be done to keep track of your clients (and your sanity). Instead of manually creating new folders every time you book a new client or project through HoneyBook, Zapier can do it for you automatically!

‍

1. First, create your trigger inside Zapier by clicking on HoneyBook and selecting ‘New Project Booked.’
2. Then, open your Google Drive integration within Zapier, and choose the action ‘Create Folder in Google Drive’
3. From here, you can tell Zapier how to structure your file name – by business, by first name, by last name – whatever works for you!
4. Continue adding new actions for as many folders as you want to create. For example, we always create a ‘Branding Files’ folder, so we can keep track of any assets clients send us during the onboarding process.
5. Always test your actions before saving your integration so you know it’s doing what it’s supposed to!

‍

‍

#2: ClickUp YouTube Trackers & Dropbox

Once we decided to launch a DaSilva Life YouTube channel, it quickly became obvious that I needed a tracking and organizing system for all the videos. Between juggling piece-meal clips, drafts, and final versions – and trying to figure out what needs to be filmed when – I just knew it would take so much time going back and forth between ClickUp and Dropbox.

‍

Enter: Another Zapier Integration!

‍

1. Like with every integration, I start by selecting ClickUp as my trigger.
2. Next, I create a filter before an action. Why? Because I’m trying to create a trigger and action based on the status of my ClickUp tasks – not the task themselves. Whenever we film videos, we just create one task for the video and simply change the status of it: need to film, filmed, edited, or published.  
3. I make sure the filter that says ‘Only continue if…’ and select it to match exactly what the task name is. Only then will it trigger the actions to create Dropbox folders. Speaking of…
4. I create an action for each of the folders I want populated. You can even make it create folders within folders (for hyper-organizers like me).

‍

‍

#3: Zapier sales tracker

If you’re a business owner who offers products and services through multiple platforms, you’re likely generating income from a few different places/payment processors. While we absolutely love to see that, it makes sales tracking that much harder. That’s because you have to pull your analytics and sales from several different dashboards instead of having them all in one place.

‍

If you haven’t guessed it yet, then know that Zapier has yet another integration to pull all of your sales info and income together into one pretty dashboard. Yes, please! Before you get started, make sure you have your sales tracker dashboard set up in ClickUp (or use my template to have it created for you!).

‍

1. For your trigger, select ‘New Payment Paid’ in HoneyBook.
2. Next, for your action, select ‘Create Task in ClickUp.’
3. This is where you’ll select your ClickUp task that houses your sales tracker
4. Repeat the process for each payment processor you use (like PayPal, Stripe, Kajabi, etc.)

‍

‍

‍

#4: Your email marketing tool & your website forms

When you’re creating forms on your website, a lot of people resort to using the standard ones that come with their platform. But more often than not, those ‘standard’ forms are dull, boring, and lack true customization options.

‍

Wanna know a secret? You don’t have to use what you’re given; you can use the exact forms you want (like Webflow) and connect them to your email marketing tool thanks to Zapier!

‍

1. Of course, you’ll first create your trigger inside Zapier. We’ve used Webflow, Squarespace, and other forms that have all seamlessly integrated with our email marketing tool ActiveCampaigns.
2. Next, for your action, you’ll select your current email marketing tool and choose whether to update or create a new contact.
3. Voila! It’s a win-win-win. You get to use the website software you want, the forms you want, and the email marketing tool you want. Heck. Yes.

‍

‍

Fast-track your Zapier integrations with our templates

The possibilities within Zapier are virtually endless, which made it hard to narrow it down to my four favorite integrations. So, I know first-hand how overwhelming it can seem when you have so many integrations to choose from. Luckily, I have just what you need to help you fast-track your Zapier integrations…

‍

Templates, of course!

‍

Check out our Sales Tracker Template to make the integration process for your sales dashboard that much easier with Zapier. Plus, you can use these same steps to help you set up integrations for virtually any other platform you use!

‍

Inside this ClickUp template, you’ll get:

• A Sales Tracker Template
• Zapier Automation Templates
• Sales Tracking Dashboard Tutorial