6 Ways To Automate Your Marketing Efforts

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Automating your marketing tasks with Zapier is a must for every business. If you haven’t realized it by now, then you’re missing out on a significant opportunity to save you time and money every single day.

Every element of your marketing strategy is crucial, no matter what task you’re accomplishing. But you have to admit there’s a good deal of them that are mundane and repetitive. Every single day, you spend a good deal of your time doing grunt work. 

You take these head on every day, so they don’t get in the way of your most important marketing tasks. 

And you’re getting by — barely. 

Have you ever wondered if there’s a better alternative? Or a more efficient way to get things done? 

There is, and I’m here to tell you all about it.

Marketing automation can help take the load off your plate with the help of AI and machine learning. In our case, we use Zapier.

I want you to ask yourself the following questions. . .

  • Do you spend a great deal of time executing small, repetitive tasks?
  • Do you find yourself wishing you can focus more time on tasks related to strategy instead organizing your CRM?
  • What about minimizing data entry errors?
  • Or how about improving your marketing efficiency and daily operations?

If you said yes to any of those, then you need Zapier in your life.

I’m going to outline 6 easy ways you can use Zapier to automate your marketing.

1. Add Contacts to Your CRM

A CRM is a powerful sales and marketing tool. 

It helps businesses manage their existing customers while nurturing new leads in the sales pipeline. 

It’s where all your data comes together from all channels to manage leads and customers. With how enormous the scope is, CRM data management can be quite overwhelming.

Cleaning and updating your database is crucial. It ensures you have relevant and accurate marketing data.  But it’s only one of the many tasks on a marketer’s plate. And it involves a lot of data entry on your part.  One slip or one clerical error could mean several customers slipping through your fingers.

Automating your CRM database helps remove the possibility of any data entry mishap. Not only that, automation can slash down a good chunk of the time you usually spend doing data entry by automatically adding or removing contacts.

You can use Zapier to connect your lead form to your CRM. In doing so, lead information (name, email address, phone number, any other relevant information) is passed directly to your CRM without you having to lift a finger. This saves you hours of data entry, and you can login to your CRM at any given time and have up-to-date information and lead data.

2. Pull Google Analytics Data to Sheets

Data is the backbone of every marketer.

That’s why every marketer worth his salt understands that marketing is nothing without data. 

They love pulling data from all of their tools to consolidate, analyze, and categorize. From there, they create their strategies based on the big picture their analyzed data represents.

It’s no wonder Google Analytics is a favorite amongst marketers. If you’re using GA, you know how tedious it can get when pulling data and organizing them in your sheets.

Zapier has a solution for that.

Using Zapier, you can hook any data Google Analytics to Sheets in one zap, and organize it in whatever way you set it up.

This automation is immensely helpful for marketers who are always creating reports using Google Analytics data.

And it’s not only Google Sheets. You can use Zapier with other tools like Airtable, MySQL, and MS Excel.

3. Lead Tracking

Marketers track leads the same way people keep track of the lives of their favorite celebrities. 

They want to know every little preference their leads have. And they use it to leverage a product purchase. 

If you’re tracking your leads through your sales funnel, you know the grunt work it takes to keep in touch with them. Addressing them with the right name and ensuring your emails do not contain typos are only some of the repetitive grunt work. You also have to make sure you sent the right email to the right segment and that it contains the right promo code.

If you’re doing these tasks manually, then you shouldn’t wonder why your marketing strategy is riddled with bottlenecks.

You’re probably tired of doing this manually, so start automating your tools using Zapier.

You can use Zapier to your advantage by finding out where the lead is throughout your sales process. You can assign your lead a certain tag once they take a specific action so you know to follow-up with them manually. Zapier hooks your lead tracking tools into one system that only takes a few clicks to track your leads and get an accurate pulse on your sales funnel.

4. Lead Nurturing

Lead nurturing is how you foster positive relationships with customers in varying customer journey stages.

You do this by leveraging email marketing. You’ll send out marketing materials and strategic communications to segmented subscribers regularly. 

You can nurture your leads through email, by sending them content that users can take advantage of. It could be a link to a new blog post, or a YouTube video containing tips and tricks, and so on.

Given how many different stops there are in a marketing funnel, marketers have their hands full with managing data alone. 

To nudge leads down the funnel, marketers need to understand how they tick:

What form of content do they consume the most?

What relevant topics are they most interested in?

And so on. 

Sending out all this content can consume time when done manually. 

Automating lead nurturing gives you the freedom to focus on other things that need your attention. You don’t have to worry about getting bogged down by sending marketing emails one by one.

Email marketing tools like MailChimp and ActiveCampaign all have built-in Zapier integration. 

If you are using any of the two, you can hook new lead information from your CRM to your email marketing tool using Zapier. 

5. Post-Purchase Notification

Sending a post-purchase notification is an essential customer-retention technique, especially for first-time buyers. 

It reassures them that your business is legit and you are not out to scam or deceive them from their hard-earned money.

In fact, it’s considered best practice that helps boost positive customer experience and retention. 

This can all be done through Zapier. You can set up a Zap that automatically fires a “Thank You Email” to your buyer, so you don’t have to manually send that every single time.

All you have to do is hook your tools in one zap and set purchase transactions as the trigger. 

6. Social Media Post Scheduling

Social media marketing is another area that can benefit from Zapier automation.

Given how people are very active on social media, it is no wonder why marketers are using these platforms to funnel leads. Facebook alone has 2 billion active monthly users ready to be tapped for your business.

If you are also utilizing social media marketing for lead generation and brand awareness, then you know the amount of work it entails. You’re on at least three platforms regularly posting captions, reels, and videos.

Automating post scheduling with Zapier can save you a lot of time and focus on content creation.

Using Zapier, hook your Google Drive and Buffer to post new content simultaneously on multiple social media accounts. Once you add new content to your designated Google Drive folder connected to your Buffer account, it automatically queues the content for posting.


Your day-to-day marketing responsibilities become less of a struggle when you automate your marketing tasks with Zapier.

There is a bit of a learning curve if you are a beginner at automation. But it should be a price you’re willing to pay to establish efficient systems for your marketing.

If you do not have the time to create your marketing strategies from scratch, you can contact us. Strikepoint Media has a host of marketing experts who can help you build executable and scalable strategies. 


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