How Zapier Saves My Sanity and My Business

Okay, real talk—if you're not using Zapier yet, you're missing out on the *magic* of automation. And before you roll your eyes at the word "automation," let me just say... IT. IS. A. LIFE. SAVER. As someone who runs a biz, deals with clients, and somehow manages to not lose my mind daily, Zapier has become my secret weapon. Trust me, I’m not about that "manual" life anymore.

What the Heck is Zapier?

Let me break it down for you: Zapier is like a personal assistant that handles all the annoying little tasks you don’t have time for. It’s the queen of connecting your apps so they talk to each other. You set up "Zaps" (cute name for it, right?) where, if something happens in one app, it triggers something in another. Basically, it's the *No BS* way to cut out extra steps and streamline everything.

How I Use Zapier (So I Can Actually Have a Life)

You know that moment in business when you’re so excited for a new client but then you're thinking, "Great, now I have to do all of the onboarding, add them to my email list, follow up, update them on payment reminders, etc."? Yeah, I used to feel the same. Luckily, I’ve integrated a lot of my business with my CRM and website, so a good portion of my workflows are already covered. BUT—there are always those little gaps that need a bridge, and that’s where Zapier steps in to save the day. It fills in those cracks so everything runs smooth as butter.

Zapier handles the in-between tasks that my CRM and website can’t. When a client fills out my form, Zapier swoops in, adds them to my email list, reminds me to check in with them, and even updates my team’s project management platform—all without me having to touch a thing.

The Zaps That Keep Me Sane

1. Sending New Clients’ Emails to My Email List: When a client signs up, Zapier automatically zaps their info straight to my email list. I don’t have to lift a finger, and they get all the info they need without delay.

2. Sending Reminders to Myself to Check In: I can’t remember everything (shocking, I know), so Zapier sends me reminders to follow up with clients at key moments. No more dropping the ball because I got distracted by 100 other things.

3. Sending New Clients to My Management Platform for My Team: As soon as a new client comes in, Zapier automatically sends their info to my management platform, so my team knows what’s up. No more manually updating or texting everyone. It’s all in there, ready to go!

Why You Need This in Your Life

Let me be real—if you're not using Zapier yet, you’re making things harder than they need to be. I’ve got my CRM and website doing a lot of heavy lifting, but those extra little gaps that they can’t fill? Zapier handles them with ease. This little gem has slashed my to-do list, giving me more time to run my business *and* still enjoy life.

So if you’re still manually adding people to email lists or trying to remember to follow up with clients, it’s time for a serious upgrade. Zapier is the tech assistant you didn’t know you needed—until now.

Go get your business zapping! 💁‍♀️⚡