How to Use Zapier to Get Organized

You have a goal in mind — getting organized and staying organized. But how do you make this goal happen? The obvious answer is to remain focused and single-minded on the way to your objective, and put in the hard work and effort.

But digital organization — whether at home or in business — is not about working harder. It’s about working smarter and putting the tools in place to help you live the organized life. This is where tools like Zapier make all the difference.

With Zapier, you can automate many of your daily tasks. Let’s take a look at how you can use this tool to your advantage.

Getting the Best Out of Zapier

  • Set up “if this, then that” automation

Automation is what Zapier is all about. With this tool, you’ll be able to quickly and easily configure “if this, then that” automated functions, so you can get organized without the hassle. For example, let’s say a lead capture form on Facebook has delivered you a new business prospect — simply set up a Zap that will notify your team via Slack or email and log their details in a spreadsheet.

  • Keep everything together

One of the most important aspects of organization is centralization. If you have different records and collections of data spread across disparate locations, this is rapidly going to get out of hand. With Zapier, you can keep all your records together in a central location, so you don’t need to worry about keeping track.

For example, you can set up a Zap that automatically inputs data from your CRM or website lead form into a spreadsheet to create a report. You can also set up a Zap that automatically saves file attachments from emails into a folder in Google Drive or other cloud platform. Basically, it becomes much easier to keep on top of all your organization tools and duties with this solution.

  • Choose a template and workflow that suits your needs

Zapier is designed to make life easier. When you use the tool, you’ll be able to select a pre-built workflow and template based on the apps you are using. This way, whether you are using Gmail, Zoom, or another app, you can be sure you are getting the best out of Zapier, with no coding requirements in sight! You can even unify these different apps, helping them to work together in ways they wouldn’t otherwise be able to.

Learn More About Digital Organizing with Our Courses and Support

Want to discover more about Zapier or about other digital organization tools that put the power back in your hands? Reach out to our team or check out our courses today.

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