25 Things Every Small Business Should Automate: The Zapier Edition

Complete the form to access your guide
Loading spinner Loading spinner
25 Things Every Small Business Should Automate: The Zapier Edition

Be Automatic with Infusionsoft + Zapier

In this guide, you’ll learn about 25 things every small business should—and can—automate and how automating processes is easier than you might think. (By the way, if you’re an Infusionsoft user, all 25 processes can be implemented by downloading free, automated campaigns from the Infusionsoft Marketplace.)

Plus, you’ll get automation tips from our Marketplace Partner, Zapier, throughout this guide. Zapier is a workflow automation tool that allows you to create connections—or “Zaps”—to transfer data between Infusionsoft and 500 plus other apps.

In this e-book you’ll learn how to automate six areas of small business:

  • Leads
  • Sales
  • E-commerce
  • Customer service and engagement
  • Events
  • Office Management 

Infusionsoft is now Keap. That’s weird to write, but it’s also exciting.

In 2001, trying to get Infusionsoft off the ground, there were many times when I wanted to quit. I’ll never forget my wife, after two years of struggling to survive, hugging me and saying, “Keep going.”

Over the last two years, we’ve talked with thousands of small business owners to get a deeper understanding of their unique challenges in today’s market. We learned that it’s harder than ever to succeed in small business. Customers expect more. On-demand is the rule. There’s no shortage of platforms on which to complain. A failed job or two can be damaging to your business.

Keap is our signal to the world—and to ourselves—that it’s time to make it easier to succeed. We’re on a mission to simplify growth for millions of small businesses. Our new name is a nod to the tenacity of the small business owner and encompasses everything we know to be true when it comes to success: keep going, keep serving, keep growing.

Along with a new name, we’ve expanded to two products. Keap, our newest product, is smart client management software that helps service businesses progress leads to satisfied clients. Infusionsoft by Keap is powerful CRM and sales and marketing automation software for advanced business needs.

Both are designed to make it easier than ever for more small businesses to get organized so they can deliver great service and close more business.

Clate Mask signature

To your success,
Clate Mask
CEO + Co-Founder