The Zapier Blog

JUNE 5, 2025

Meet your new AI teammates Try Zapier Agents So, which ones are worth your time, money, and vibes? Over the past two weeks, I vibe coded project management, eCommerce, and game apps, spacing my development cycles due to the daily prompt limitations. If it works, who cares how it's written?

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The Zapier Blog

JUNE 5, 2025

" Meet your new AI teammates Try Zapier Agents Tracking this metric gives John's team valuable insights into where agents were falling short—and how to close the gap. "Tracking Colleen Barry, head of marketing at Ketch (a privacy management software company), is no stranger to the ethical discussion. "Ethics

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The Zapier Blog

JULY 21, 2025

Here are some tips to help you create documentation that's both functional and user-friendly: Understand your audience: Tailor your content to meet the needs of different developer personas. Devs should be able to understand and deploy an API without slogging through the docs equivalent of War and Peace.

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The Zapier Blog

JULY 1, 2025

You can manage all the conversations directly within Brevo to handle any questions easily and quickly, and built-in chatbot and automation features can reduce your customer service load. Plus, Brevo now includes meeting scheduling and phone features, so you can manage all your sales communication in one place.

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The Zapier Blog

JUNE 9, 2025

As anyone who's ever seen a cartoon plumber knows, the best pipeline management tool is a monkey wrench. But if you want to know the best sales pipeline management tool, unfortunately, you should probably read the next several thousand words of in-depth software analysis.

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The Zapier Blog

JUNE 25, 2025

Artificial intelligence Meet your new AI teammates Try Zapier Agents AI is software that mimics human thinking, and you may have noticed, it's been getting pretty good at it in recent years. Business process management (BPM) BPM streamlines workflows to improve company efficiency.

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The Zapier Blog

JULY 11, 2025

A good project management framework run by a strong project manager feels like that happy medium—a sweet spot between structure and freedom, planning and flexibility. Lifecycle: Every project management framework has a lifecycle , which breaks projects down into distinct phases and stages, creating a roadmap from planning to delivery.

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StartupNation

JULY 22, 2025

At the core of everything we do is one mission: helping people define their value and communicate it with impact, to meet their desired goals. I started in clinical diagnostics, managing lab operations for a large hospital network. But I quickly rose from temp to Operations Manager in three years. I have to get curious.”

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The Zapier Blog

JULY 7, 2025

A customer relationship management tool (or CRM) is a critical hub for sales and marketing teams—but it's not just a place to store contact details. When used effectively, your CRM becomes a central command center for tracking relationships, managing pipelines, and coordinating touchpoints across your entire customer journey.

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The Zapier Blog

JULY 17, 2025

Unlike simple rule-based automation , AI automation manages repetitive workflows by learning patterns and optimizing processes over time. Within AI orchestration, AI management often includes: Real-time monitoring tracks performance, data flow, and workflow status to identify issues proactively. In practice, you often need both.

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The Zapier Blog

JUNE 12, 2025

One example: backend-as-a-service (BaaS) platforms like Supabase and Firebase let me focus on solving problems instead of getting lost in server configurations and database management. But since it's unstructured, the data can get messy—similar to how folders and files run wild if you don't manage them properly.

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The Zapier Blog

JUNE 18, 2025

Most of us are visual creatures, and good workflow management is built on clarity. It's a communication nightmare that leads to inconsistent outcomes and endless meetings to "realign." Standardize processes: This is the core of business process management (BPM).

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The Zapier Blog

JUNE 2, 2025

Option 1: Use Gmail with your custom domain through Google Workspace Pros: You can access Google Drive, Calendar, Meet, Docs, Sheets, and more, which is perfect for solo founders or growing teams. From one admin dashboard, you can create accounts for team members, manage permissions, and reset passwords. Here's how to set it up.

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The Zapier Blog

JUNE 19, 2025

." If a call gets particularly negative, the system can alert a manager, who has the option of listening or joining the call to assist. These intelligence features can help managers and business owners train reps on support and sales calls and can be used to help improve their performance. Steps can be varied as can the ring times.

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The Zapier Blog

JUNE 17, 2025

At some point, I realized I wasn't just managing a team—I was managing relationships. Boost your team's productivity Automate your CRM Turns out, a CRM (customer relationship management) app is like my fantasy setup, but for people with actual responsibilities. Table of contents: What is a CRM?

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The Zapier Blog

JUNE 25, 2025

Other weeks, my LinkedIn marketing efforts get pushed to the back burner while I scramble to meet project deadlines. Here's an example of an outreach campaign I built to connect and follow up with content managers at SaaS companies: You can kickstart your workflows with pre-made templates, but they're pretty basic.

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The Zapier Blog

JULY 3, 2025

Long gone are the days of humans taking notes during meetings. If you use an AI transcription tool like Grain , you know it can transcribe, summarize, and pull insights from recordings automatically in the background of every meeting. But you still need to do something with those insights. It only takes a few minutes to set up.

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The Zapier Blog

JUNE 15, 2025

Investing in a unified platform—where all your apps are connected via a shared system—can simplify data management, prevent silos, streamline communication, and reduce operating costs. Category Description CRM Sales Manage your sales process and client communications, including leads, contacts, accounts, and deals.

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The Zapier Blog

JULY 10, 2025

I often used the minutes from SGA meetings to help me write my article, but I quickly realized that's about all they were being used for—SGA members never read them and usually forgot what they'd discussed in their meetings the next day. Table of contents: 8 meeting minutes templates and examples What are meeting minutes?

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Leapfunder

JUNE 5, 2025

View events Visit our Academy Startup Survival Guide Our Startup Survival Guide blog series helps you find investors & t. Pieter ter Kuile Investor Wouter Kneepkens Investor Ronald Bazuin Investor Eric van der Maten Investor Eric van Gilst Investor Donald Res Investor Join the club We look forward to meeting you.

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Leapfunder

JUNE 5, 2025

View events Visit our Academy Startup Survival Guide Our Startup Survival Guide blog series helps you find investors & t. Pieter ter Kuile Investor Wouter Kneepkens Investor Ronald Bazuin Investor Eric van der Maten Investor Eric van Gilst Investor Donald Res Investor Join the club We look forward to meeting you.

angel investing 39

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Leapfunder

JUNE 5, 2025

View events Visit our Academy Startup Survival Guide Our Startup Survival Guide blog series helps you find investors & t. Pieter ter Kuile Investor Wouter Kneepkens Investor Ronald Bazuin Investor Eric van der Maten Investor Eric van Gilst Investor Donald Res Investor Join the club We look forward to meeting you.

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier We really could have used RACI. This project management model ensures that there are clear roles, no conflicting ideas, and a clear communication process. Think of it as a roadmap for who's doing what.

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The Zapier Blog

JULY 1, 2025

Pen and paper set a very high bar to clear, but these are the six best mind mapping apps that manage to clear it. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. MindMeister is owned by the same people that make MeisterTask , a web-based, Kanban-style project management app.

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The Zapier Blog

JULY 1, 2025

Until I can clone my brain and upload it to a computer (or to an agent ), I still need to attend meetings to move the needle forward on big projects. The problem is what comes after meetings, like summarizing next steps or pulling insights from transcripts. That's not really a problem. Here are a few ways to get started.

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The Zapier Blog

JUNE 25, 2025

That means automation tools need to meet enterprise-grade security standards and offer transparency into how AI is being used. The key here is that the automation serves one department's processes—but it still needs to meet enterprise standards around security, visibility, and access. For example: Security. Access and permissions.

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Leapfunder

JUNE 5, 2025

View events Visit our Academy Startup Survival Guide Our Startup Survival Guide blog series helps you find investors & t. Pieter ter Kuile Investor Wouter Kneepkens Investor Ronald Bazuin Investor Eric van der Maten Investor Eric van Gilst Investor Donald Res Investor Join the club We look forward to meeting you.

technology 39

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Leapfunder

JUNE 5, 2025

View events Visit our Academy Startup Survival Guide Our Startup Survival Guide blog series helps you find investors & t. Pieter ter Kuile Investor Wouter Kneepkens Investor Ronald Bazuin Investor Eric van der Maten Investor Eric van Gilst Investor Donald Res Investor Join the club We look forward to meeting you.

angel investing 39

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The Zapier Blog

JULY 18, 2025

Here's how to use Zaps—Zapier's automated workflows—to streamline your document management. With document automation, you use workflows and processes to create and/or manage electronic documents without human intervention. Manually managing documents is inefficient, error-prone, and difficult to scale. New to Zapier?

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The Zapier Blog

JUNE 26, 2025

For example, do you need to generate quick summaries of a meeting transcript without reading through a 15-page document? Or maybe you need to analyze a detailed graph for a sales meeting? Create tasks from your communication tools Tasks aren't necessarily logged in your project management tools right away.

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier Add that to the "pudding will get hot when heated" warning and the trademark "shower cap fits only one head" disclaimer, and you've got yourself an era in which communication plans are not only a helpful organizational tool but a very necessary one.

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Leapfunder

JUNE 5, 2025

View events Visit our Academy Startup Survival Guide Our Startup Survival Guide blog series helps you find investors & t. Pieter ter Kuile Investor Wouter Kneepkens Investor Ronald Bazuin Investor Eric van der Maten Investor Eric van Gilst Investor Donald Res Investor Join the club We look forward to meeting you.

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The Zapier Blog

JUNE 18, 2025

Despite the initial confusion, building a CRM in Google Sheets can be a surprisingly effective way to manage customer relationships (and slightly less terrifying than whatever Skibidi Toilet is). Create a customer relationship management database The core worksheet in your Google Sheets CRM will be the one housing your customer/lead data.

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The Zapier Blog

JUNE 26, 2025

Connect your project management software to your other apps Make your job easier In the business world, this same kind of boundary-slipping shows up as scope creep—when a project quietly expands beyond the original plan, often without additional resources, timelines, or support. " We've all been there.

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The Zapier Blog

JUNE 4, 2025

Automate your IT management workflows Learn how Ready to give your new employees a smooth, delay-free first day? Also, we'll need manager approval." " HR forwards the job description and pings the manager. Manager eventually replies. Let's explore how automation can change how you onboard new hires.

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The Zapier Blog

JUNE 12, 2025

Meet your new AI teammates Try Zapier Agents Things get complicated because, as with all potential marketing terms, there's a rush to call everything agentic AI—whether it really clears the bar for autonomous action or not. As a result, they're able to manage dynamic and large-scale workflows.

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The Zapier Blog

JUNE 23, 2025

Get started These Zaps help you create anything from an accounting assistant that can answer employee questions in a specific Slack channel to an analysis assistant that can analyze blog performance or KPIs. This is pretty handy for transforming raw data into meaningful reports, spotting trends, or prepping for data-driven meetings.

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