Certified Zapier Expert in India

Zapier Expert

I am a Certified Zapier Expert.

I help businesses automate their business processes using Zapier.

Business functions that a Certified Zapier Expert like me can help you with

Sales

Automate adding of leads directly to CRM, creating automated follow up activities, adding checklists for every stage in the sales process

Operations

Sync data across multiple SaaS systems, keeping eCommerce, Fulfilment, and Accounting in sync, notifying customers using emails and texts

Human Resources

Automate admin and office processes, build internal data collection systems, send important notifications, run surveys and collect responses

Benefits of using a business process automation tool like Zapier

Save Time

Set up an automation once, watch it work like clockwork – or don’t, because it works flawlessly if done right

Reduce Errors

Eliminate scope for manual data entry errors by using technology to complete well-defined tasks and processes

More meaningful work

Add meaning to the lives of your team by eliminating mundane chores and giving them more meaningful responsibilities

What can you automate in your business?

Use my skills as a business automation/Zapier Consultant to make your SaaS applications talk to one another.

Save files from emails/orders

Store digital assets in a cloud storage solution like Google Drive, Dropbox, etc.

Automate spaced tasks/activities creation

Create the next task/activity in a follow-up sequence at regular intervals to set up the cadence.

Capture custom events using webhooks

Use webhooks to automate tasks that aren’t a part of the standard offering of the SaaS platform.

Schedule tasks at regular intervals

Set up a set of tasks to repeat every hour, every day, or every week to automate mundane tasks that have a standard operating procedure.

Set up notifications for RSS feed updates

Notify time-sensitive RSS feed updates using email or text by setting up an RSS feed in Zapier which is triggered by webhooks.

Create order fulfillment requests

Send new order information to order management systems and fulfillment centers from Shopify, WooCommerce, etc.

Send conversion events to ad platforms

Notify intermediate lead conversion events back to ad platforms like FB to ads improve ads targeting and audience building.

Send new leads to CRM

Facebook Lead Gen, Website Contact Forms, Chatbots, Typeform, etc. to Pipedrive, Hubspot, FreshSales, Salesforce, etc.

Add subscribers to marketing lists

Lead magnets, website popups, Lead Gen, Contact Forms, Chatbots, etc. to Klaviyo, Mailchimp, ActiveCampaign, MailerLite, etc.

Report email subscriber activity to CRM

Send user activity events like email opens, email clicks, website visitors, product checkouts, etc. to CRM and to salespeople.

Learn the levels of Zapier Adoption

Here’s how Zapier adoption evolves in a typical setup, outlined by an experienced Zapier Consultant.

1

Triggers and Actions available in Zapier

Use publicly available triggers and actions to automate processes by sending

2

Private, invite-only Zapier integrations

Explore private or WIP integrations to find available triggers and actions

3

Using Webhooks

Use webhooks available inside the SaaS application to trigger events and automation

4

Using API endpoints

Make custom API calls to trigger workflows and add actions to the workflow

5

Using Email Parsing

Parse emails to extract data that can be reused to send to new applications

6

Using Alternatives

Explore other automation platforms like Make/Integromat, Relay.app, n8n, or Craftar.

Reviews from founders who have worked with me to automate their businesses

Testimonials from my Automation Consulting clients who have hired me as a Zapier Expert

Frequently Asked Questions (FAQs) about Zapier and Zapier Expert

Zapier (sounds like Happier) integrates and connects different SaaS solutions using official API endpoints visually, without using code.

Zapier owns Zappier.com too (to rhyme with Happier), but because they also want to highlight ‘API’ in the name, they work with Zapier.com instead.

Yes. And because Zapier triggers don’t count towards tasks/operations, and because internal Zapier actions are free, in many cases, automating a task using Zapier is cost-efficient even after considering the cost per task/operation.

Zapier Certified Experts are people who not only know how to use Zapier but have also cleared a rigorous Zapier certification exam to earn the title of a Zapier Certified Expert.

My work is usually agnostic of the business area, but I love automating marketing and sales workflows.
However, I automate all kinds of business processes to save time. It means integrating and automating any business process between distinct SaaS applications.

CRMs: Pipedrive, Hubspot, Folk.app, Attio
CRM Addons: Coupler, Pandadoc, OpenPhone, Aircall, JustCall, Sakari
NoCode: Glide, Airtable, Softr, Noloco, Webflow, Coda, Notion, ConvertCalculator, Stacker
Email Marketing: Klaviyo, Brevo, Mailmodo, MailerLite, Beehiiv, ConvertKit, Drip, Mailchimp
Project Management: Asana, Trello, BaseCamp, ClickUp, Monday.com
Calendar/Scheduling: Cal.com, Calendly
GSuite: Google Sheets, Google Docs
eCommerce: Shopify, WooCommerce
Forms: Typeform, Fillout, TallyForms, MakeForms, Clay
Other: Stripe

I do. I also use Coupler, Make, Bardeen, Relay, Craftar, and Clay.
The choice of the tool depends on your exact use case.

This is highly subjective because there are many factors (like ease of use, cost per automation workflow, cost per intermediate step) to factor in when choosing the right automation tool/platform.

I would suggest exploring all the tools for a use case and pick the one that makes sense, both in terms of ease of use and cost.
Over time, you would develop the intuition to simply implement any particular use case with a specific platform.

Contact

The quickest way to proceed is to schedule a call.

Don’t want to commit to a call?

Let’s try an asynchronous consultation