Automating Your Marketing Processes

So far in this book, we’ve reviewed how to get started with building workflow automations with Zapier and how to use the various built-in apps, including Formatter by Zapier, to boost your automations. Now that we’ve covered those topics, it will be useful to go into more detail regarding the different types of business processes that can be automated by using Zapier as a connector tool between thousands of business applications. In the following few chapters, we will cover how to automate processes in five of the central business functions, namely marketing, sales, operations, finance, and analytics, and explore examples relating to some commonly used digital tools that integrate with Zapier. We will also go into more detail about how to use one specific integration related to each function.

To start off, marketing is generally the first part of the business cycle, and an important one at that. All businesses need marketing processes...