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How to Shake Up Small Business Automation with Zapier
Emily Randolph
written by
Emily Randolph
last updated
July 21, 2020
How to Shake Up Small Business Automation with Zapier

Small and medium enterprises are expected to adopt business workflow automation on a large scale. This creates a market of opportunity of more than 1.6 billion before 2026. Automation is already a big deal, but it’s going to be an even bigger deal.

That being said, your small business has a lot of potential to grow with automation. Startups usually lack the capabilities, in terms of human and financial capital, that other larger companies have. The way to beat this is with automation. Maybe you already have automation in place, but take a closer look at the following ways automation can get one step ahead with Zapier. 

Benefits of Small Business Automation

Automating your small business has many benefits that are worth checking out. Not only is it a great opportunity to improve your business, but it is also a great way to improve the customer experience.

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1. Reduce Labor Costs

Many small businesses spend their money on hiring employees for tasks that can now be automated. Those tasks are generally very tedious and annoying. They take up too much time and frankly are a waste of money. Adding automation will allow employees to focus on other things that can be of use to your company.

This allows you to focus on quality rather than quantity. Reducing the tedious tasks gives your employees less to worry about so they can focus entirely on other tasks and produce a better result.

2. Increase Marketing ROI

Automation helps you process, analyze, and organize customer data for personalization. When you have automation in place, everything is following the formula to a tee. That way, you are getting the results you want because your calculations should be marginally correct. 

You can optimize your budget and improve results. The investment you made will make its return because of the way it works together with the simultaneous benefits, like the minimization of human error. 

If you use a host or build site like Squarespace, you can easily customize your site to automate the way you want it to. Zapier can be used on Squarespace [link] and you can reap the benefits consistently.

3. Minimize Mistakes

Accuracy is very important when building a brand. You want to start off with a good reputation, and putting out accurate information will help you build trust with your users. Automation helps improve accuracy because the programmed information will not make a mistake.

You can eliminate errors from invoicing, order processing, and inventory management when you automate more of your website. A human touch can sometimes be nice to have for something like customer support, but when trying to complete tasks in a quick and efficient way with no errors, automation has that covered. 

4. Facilitate Customer Support

There are now many ways to automate customer service, streamlining the process of customer support completely. This allows you to enhance self-service capabilities and improve customer satisfaction.

You can deliver a consistent customer experience because the automated services will support customers across the board in the same way. No customer will have a drastically different experience because of an agent or representative. 

5. Improve Collaboration & Communication

Automation helps you track projects, communicate dates and milestones, and keep team members up-to-date with the latest data, files, or project statuses. 

You can also integrate the systems of external vendors and partners with your platform for better communication. 

Why is Zapier the Best Automation Software?

Zapier can provide every benefit mentioned above, and is the best approach to automation if you haven’t gotten started yet. 

We wrote this article to help you start your automation adventure. Right now, Zapier is the most popular one, but as time goes on, we’ll be on the lookout for new competitors and will update this post based on new findings. 

Integrate Business Critical Apps

Zapier supports most of the common apps used by small businesses. Whether your sales are fully web-based or you have representatives working the phones, there are great automation tools that can do the work for you and integrate well with each other.

Apps like Typeform, Slack, and Gmail can work together to build a fully automated workflow. Through this, you can be notified of new projects or inquiries as they come in and where they are at each stage of the process. 

Keep It Consistent

The apps you use on Zapier allow you to keep a consistent schedule and presence for your customers. Across the board, your customers will see your presence and know that you are there to help them should they need it.

When I Work is an employee scheduling software that is used to schedule, manage attendance, and communicate with staff members. When you connect it with Zapier, it is easier than ever to automate your scheduling workflows and create new users whenever trigger events happen.

In addition, you can integrate CallMonkey to ensure all your call data is in the same place. Instead of searching spreadsheets, calendars, and notebooks, employees have customer information and daily tasks automatically provided for them. Those tedious day-to-day tasks are taken care of in a consistent manner.

Add Visibility

Zapier allows you to add visibility to your workflows. With a multitude of agents and tasks, it can be hard to keep track of everything going on within all of your workflows. Integration with Zapier will allow you to get notifications when something important happens on another channel so that you are never out of the loop. 

For example, if there is an error or complication with a customer order, or a tweet goes out about a new promotion, Zapier can automatically send messages to the appropriate Slack channel so you don’t miss a beat. 

Shake It Up

Even though you already know that Zapier will automatically do the work for you, you will be surprised again and again by its capabilities. You can connect pretty much ALL of your apps. And by doing so, you get:

  • Less labor costs and human errors
  • More ROI
  • Better customer support, collaboration, and communication

Maybe you’re not surprised. Automation for a small business is pretty much a no brainer. If you can’t afford the staff, automate their tasks, right? Yes, but it’s not always that simple.

What’s surprising is that, with Zapier, it is that simple. It’s beneficial AND it’s low-budget. It gives you the potential to grow. You may end up growing out of it, but automation with Zapier is the best and easiest way to get started. 

The best way to know what will work best for you is through trial and error. Luckily, trial with Zapier won’t cost you anything and it may end up saving you a lot.

That being said, this is only based on what we have found to be true in 2020. You may have found a better way to get all the automation you need for your small business. If so, let us know! 


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