9 Game-Changing Ways to use Zapier for Leverage

We’re all navigating the ever-changing landscape of real estate in 2023.  And we know Ops Bosses® are the ninjas behind it all – crushing it amidst the constant pivots, mergers, technology changes, and market challenges. But even ninjas need, “secret weapons,” and we love sharing some of our favorite bossy hacks with you. Meet Zapier – your secret weapon for streamlining tasks, saving time, and boosting efficiency. 

Zapier has powerful capabilities and a user-friendly interface. It is a powerful automation tool that seamlessly connects your other favorite tools and enables you to automate tasks and workflows without any coding knowledge. Here are 9 ways you can start leveraging the automation power of Zapier today to save on time and energy by putting some of your work on autopilot:

1. Capture Leads Seamlessly – Gone are the days of manually entering leads into your CRM. You can use a Zap that adds new leads directly into your CRM from form apps like Typeform or paid lead generation tools like Facebook Lead Ads ensuring that every potential homebuyer or seller is automatically added to your database. Say goodbye to tedious data entry!
2. Fast Follow-Ups with Instant Notifications – Speed is of the essence in the competitive real estate market. Zapier enables instant notifications via SMS, email, or team chat programs whenever a new lead comes in. Your team can respond promptly and impress potential clients.
3. Automate Follow-Up Emails – Sometimes, it’s challenging to follow up with leads immediately. But with Zapier, you can automatically send templated emails to new leads, letting them know they’re on your radar and keeping their interest alive. If you’re not using a CRM with automation built in, this is a MUST. It’s a simple yet powerful way to nurture leads and maintain engagement.
4. Turn Emails into To-Do’s: Tired of emails getting lost in your inbox? Zapier can help you turn important emails into actionable tasks. Set up Zaps that automatically create tasks or to-do items in your task management app whenever you receive emails from specific senders or with certain keywords, allowing you to stay on top of your priorities.
5. Add Tasks to Your Calendar: You can integrate task management apps like ToDoist or Google Tasks with your calendar. This means that whenever a new task is assigned or a deadline is set, it can be automatically added, ensuring you stay organized and never miss an important deadline.
6. Meeting Notifications – Keep your team on track with automated meeting notifications. By connecting your task management system or calendar you can set up reminders and alerts for important meetings and events in your team chat whether that’s Slack or a group text! No more scheduling stress, just well-coordinated teamwork.
7. Simplify Document Organization – Real estate transactions involve a ton of paperwork, and Zapier can be your digital filing assistant. It seamlessly integrates with document signing platforms like DocuSign and cloud storage services like Google Drive, ensuring that every signed document is stored securely and conveniently accessible whenever you need it.
8. Save Attachments to Cloud Storage: Zapier can automatically save email attachments, such as property documents or client agreements, to your preferred cloud storage service like Google Drive or Dropbox. This ensures that all your important files are securely stored, easily accessible, and eliminates the need for manual file management.
9. Share Social Media Posts: Zapier allows you to streamline your social media presence by automating the sharing of your blog posts, YouTube videos, social media posts, or any other content. Connect your social media accounts to Zapier, and whenever you publish something new, it can automatically be shared across all your platforms, saving you time and effort.

As you can see, Zapier offers an impressive array of automation possibilities. The best part? You can get started with Zapier for free! The free version allows you to create basic automations and experience the power of streamlining your tasks without any cost. It’s a great way to explore the capabilities of Zapier and see how it can revolutionize your workflow. Check out Zapier here: https://zapier.com/ 

But why stop there? If you’re ready to keep growing into your full potential we offer a range of services including classes, free events, coaching services, and our Annual Leader Retreat that can help you with domino tipping, systems, mindset, leadership, personal growth, and business building!