Today’s guest post is by Alison Groves from Zapier. For more details and instructions, see here.
Say you create a new invoice in Wave for a brand new customer. Now you need to get that customer into your CRM; add them to your email marketing list; send an email to that customer to thank them; maybe even create a follow-up task in your to-do app.
The tasks are necessary, but take up a lot of your valuable time. What if you could automate those tasks?
Now, with the help of Zapier, those manual tasks are a thing of the past.
Zapier can help you automate a huge range of tasks, such as creating to-dos or adding customers to your email marketing list.
For example, if you add a new customer to Wave or create a new invoice, Zapier can automatically create a new subscriber in a MailChimp list.
Or, take it a step further and create an entire business workflow to eliminate all of those tasks in one fell swoop.
Have a new customer or create a new invoice in Wave? Let Zapier automatically create a MailChimp subscriber, add them to your CRM such as Salesforce, and send them a welcome or thank you email from your Gmail account, all without you needing to do a thing.
What if you use a different CRM such as Infusionsoft, or a different email marketing app like AWeber? Not to worry! Zapier connects to over 500 different apps. Chances are, if you use it for your business, Zapier is connected to it.
Want to try a few automations yourself? Check out a few ideas:
Not using Wave yet?
Wave’s free financial management software makes it easier to invoice clients, get paid, and manage your books. Simply visit waveapps.com, click on “Create your free account,” and enter your email. You’ll be up and running in seconds. Try one of our free webinars to get the lay of the land, and download a copy of Fearless Accounting with Wave to get started with confidence.
The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.