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. Or, you could do the same thing for prospects stored in your sales CRM. Did you know?

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The Zapier Blog

JUNE 8, 2025

For example, your online banking system uses it to quickly pull up your transaction history, and a customer relationship management (CRM) system can filter contacts based on specific criteria because the data is neatly organized. Structured data is particularly handy when you need clear, quantitative insights.

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The Zapier Blog

JUNE 12, 2025

Firebase at a glance Here's how Supabase and Firebase stack up at a glance: Supabase is best for vibe coders who prefer working with structured data and are already using modern development tools like Replit , Vercel , or Bolt —especially those comfortable with spreadsheet-like data organization. users, posts, and comments) really well.

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The Zapier Blog

JUNE 19, 2025

BambooHR This BambooHR ad features a real customer explaining how she went from juggling spreadsheets and systems to building executive reports in under an hour with just a few clicks. Learn more in Zapier's guide to Facebook automation , or get started with one of these pre-made workflows.

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The Zapier Blog

JULY 3, 2025

With AI integrated into your editorial workflow, you can automatically generate SEO briefs, draft outlines, or repurpose blog posts into LinkedIn updates—all using structured prompts and a few clicks inside the apps your team already uses, like Google Docs or Notion. Or, let's say you're managing a content team.

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Tomasz Tunguz

DECEMBER 15, 2024

When I manage spreadsheets, I don’t want to manipulate formulas anymore. When I program computers, I don’t want to work at the level of lines & functions & arguments, but the style of a webpage like this blog’s theme. Can it draft an email, or critique a blog post well? It’s different now.

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Hunter Walk

SEPTEMBER 9, 2023

A writer who wants to blog about culture. This is what allows CE growth spreadsheets to imagine a Creator Economy that even if it followed power laws, would still produce a very valuable long tail. A singer who wants to sing. An animator who wants to draw. A comedy troupe who wants to make you laugh.

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The Zapier Blog

JUNE 25, 2025

Whether you're drafting blog posts from a content calendar, replying to leads with tailored emails, or summarizing customer feedback at scale, Claude becomes a hands-on collaborator inside fully automated systems. It only takes a few minutes to set up. You can read more about setting up Zaps here. The best part?

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The Zapier Blog

JUNE 25, 2025

These bots follow predefined scripts to do things like fill out forms, shuttle data between spreadsheets and CRMs, process payroll, or generate routine reports. For example, a bot that automatically categorizes users in a CRM based on how they subscribed to a newsletter is a form of RPA.

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The Zapier Blog

JUNE 16, 2025

Built with flexibility in mind to meet any growing small business's needs, this popular CRM also allows you to grow your revenue, streamline email follow-up, and assign tasks to the right people. If your team lives in Slack or Microsoft Teams , make their jobs easier by bringing the CRM notifications to them.

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The Zapier Blog

JUNE 19, 2025

Instead of manually entering numbers into spreadsheets or jumping between apps, automation pulls data from one tool to another and keeps everything in sync. These bots mimic the actions a human would take in a spreadsheet or app, but they do it faster, without taking breaks, and without making typos. Here's how.

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The Zapier Blog

JUNE 9, 2025

By bringing Perplexity into your workflows with Zapier automation, you can tap into always-on research and seamlessly route answers to the tools where decisions are made: CRMs, spreadsheets, docs, Slack, and more. Here's how to get started. Sign up for free to use this app, and thousands more, with Zapier.

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The Zapier Blog

APRIL 4, 2023

For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. It's ideal for simple websites, like a portfolio or blog—but you can't do things like sell online or easily connect it to your social media accounts. SEO features: Quite a few!

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The Zapier Blog

JUNE 25, 2025

Save emails to a spreadsheet or database There are many reasons you might want to save email content to a spreadsheet. If you're fielding a lot of incoming emails—from job applications to tracking numbers to customer requests—it can be easier to organize and manage them in spreadsheet format. Sign up for free.

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The Zapier Blog

JUNE 16, 2025

Table of contents Organize new webinar registrations in a spreadsheet Create new webinar registrations from leads Add registrants to your CRM Send notifications for new registrations Organize new webinar registrations in a spreadsheet When you're planning a webinar, spreadsheets can be handy for staying organized.

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The Zapier Blog

JULY 2, 2025

With just a few Zaps—what we call our automated workflows—you can automatically track orders in spreadsheets, create invoices, and improve customer engagement. Back up order and customer info in a spreadsheet Spreadsheets can be a versatile way to track and use your WooCommerce order information. New to Zapier?

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The Zapier Blog

JULY 1, 2025

Cue the updates to your customer relationship manager (CRM), creation of follow-up tasks, and sharing insights with your team. While you could manually log each call in a spreadsheet or download the call records from Dialpad and paste them into your spreadsheet, this method invites human error and wastes precious business time.

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The Zapier Blog

JUNE 2, 2025

Table of contents Move data from spreadsheets into Clay Add new leads from lead gen tools Update company and contact records Create new records from forms Collect data from any tool Move data from spreadsheets into Clay Many businesses organize lead data in spreadsheets because they're flexible and easy to customize.

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The Zapier Blog

JUNE 7, 2025

Then someone would manually go through and enter that data into our CRM.” . "We worked out of email a lot,” said Christopher Jarvis , VP of Enterprise Digital Marketing. We’d set up an inbox, and a vendor or web form would send leads to it. The process wasn’t scalable, and it definitely wasn’t fast.

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Entrepreneurs' Organization

OCTOBER 7, 2016

A CRM or spreadsheet is invaluable here so that you can show your gratitude and appreciation the next time you see your centers of influence. The post Deepen Your Relationship with Centers of Influence appeared first on THE BLOG. Know who you are going to see and check the status of prospect referrals you are working on.

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The Zapier Blog

JUNE 2, 2025

Table of contents Track business records in a spreadsheet Auto-create new jobs in ServiceM8 Save new customers as contacts Create tasks in your project management app Get notifications for important activities Track business records in a spreadsheet ServiceM8 keeps a detailed log of your daily operations. The only problem?

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The Zapier Blog

JUNE 24, 2025

Easily send notifications, generate action items, update your CRM, and more—all without relying on manual work. Or maybe you and your team use spreadsheets and databases to keep track of call notes. Spreadsheets are great for storing information, but they're not built for acting on it quickly. New to Zapier?

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The Zapier Blog

APRIL 3, 2023

Add a Google Sheets action to your Zap, and every time you scan your code have Zapier add a new line to your spreadsheet with the time. Then have Zapier log that data to a spreadsheet, CRM, or database. Here are some other ideas you could use: Want to log your work time? Scan your code when you start and stop work.

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The Zapier Blog

JUNE 17, 2025

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. So, let's talk about what a CRM is, why you need one , and what you get out of using it. Table of contents: What is a CRM?

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The Zapier Blog

APRIL 27, 2023

However, manually creating Custom Audiences from spreadsheets and forms can be a time-consuming chore. Build Custom Audiences from a spreadsheet If you're using Google Sheets to collect audience data, such as with a Google Form, you can use Zapier to connect your spreadsheet to Facebook Custom Audiences.

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