Categories
Entrepreneurship

How to Send Calendly Invites to Airtable Using Make.com (Save $1000/y in Zapier) [Video]

In this tutorial video, we’ll show you how to create an automation using Make.com (formerly Integromat) that will send new Calendly invitee data directly into your Airtable CRM without creating loops. This Airtable CRM includes information on companies, contacts, and interactions, and with this integration, you can easily streamline your workflow and improve your productivity.We’ll walk you through each step of the process, including how to get all custom fields and custom questions into the Make scenario. This is a crucial step to ensure that your automation works seamlessly and captures all the data you need.By following our tutorial, you’ll be able to replace your Zapier zap and create a more efficient and streamlined workflow. With Make.com, you can easily automate repetitive tasks, freeing up time to focus on more important tasks that require your attention.So if you’re looking to improve your productivity and streamline your workflow, be sure to watch our tutorial video on how to send Calendly invites to Airtable using Make.com.I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier

Categories
Entrepreneurship

Automated Sales CRM Tutorial – Step By Step in Airtable [Video]

Want an automated sales CRM tutorial? You are in the right place! In our previous video, we used Miro to map out the CRM database design for our Airtable CRM. In this video, we’ll be diving deeper into the capabilities of Airtable and how they can help streamline your sales process.In this series we’ll cover everything from setting up automated email sequences, creating custom workflows, and integrating with other tools to enhance your sales pipeline. You’ll learn how to save time, increase efficiency, and close more deals with the power of automated sales CRM.Whether you’re new to Airtable CRM or looking to take your automation game to the next level, this tutorial has something for you. Stay tuned for our next video, where we’ll show you how to take your Airtable CRM to the next level with advanced automation techniques.So, if you’re ready to supercharge your sales process and get the most out of your Airtable CRM, be sure to watch this tutorial now!I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier

Categories
Entrepreneurship

My Software Business – Business Automation On Autopilot (Earn $200 Daily Giving Away Free Software) [Video]

MSB Free Software No Credit Card Needed: https://bit.ly/3kab3JFMy Software Business – Business Automation On Autopilot (Earn $200 Daily Giving Away Free Software)Work From Home,Affiliate Marketing,Home Business,My software business,my software business review,Workflow automation,Task automation,Marketing automation,Email automation,SMS marketing,E-commerce automation,Customer Relationship Management, Project management,Accounting automation,Chatbots,Artificial Intelligence, Robotic Process Automation, Integrations,Zapier,IFTTT,API,Automated reporting,Data analysis,Business intelligence,Cloud computing,

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Entrepreneurship

Rebuilding A CRM: The Ultimate Guide to Streamlining Your Business with Airtable [Video]

Get ready to supercharge your business operations by building a crm! In this exciting video, I’ll take you on a journey to rebuild your customer management system (CMS) using Airtable. Whether your current system is outdated or just not working as efficiently as you need it to, this guide has got you covered. With step-by-step instructions and tools like Rome Research and Miro, you’ll learn how to streamline your information systems and take your business to the next level. Say goodbye to cluttered and disorganized data, and hello to a brand new, optimized CMS! So what are you waiting for? Let’s dive in and make it happen!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier

Categories
Entrepreneurship

Choosing the Actions for Your Automations [Video]

In business automations, actions do the work. They move and update data, send emails, or make social media posts. Learn how to choose actions for your business automations, such as with Zapier and your email service provider, like ConvertKit, Active Campaign, or MailChimp.To get the worksheet in this video, go to https://www.mindysolves.com/worksheets

Categories
Entrepreneurship

How to automate your business & admin work with TickTick and InvoiceBerry [Video]

Welcome to another video in our Business Automation series.This time we look at TickTick and InvoiceBerry and how to automate your business and admin work by connecting those two tools.In the video, you will learn how to automatically create a list of tasks in the to-do app TickTick whenever you create a new client in the online invoicing tool InvoiceBerry.We use the automation platform Zapier to connect TickTick to InvoiceBerry.Once you add a client to your InvoiceBerry account, a new task will be added to a TickTick list. This helps to create follow-up tasks when onboarding new clients.Check out InvoiceBerry for all your small business invoicing needs and more: https://www.invoiceberry.comCheck out TickTick for a to-do app: https://www.ticktick.com#invoiceberry #ticktick #zapier #automation

Categories
Entrepreneurship

[2023] – CRM & Workflow Automation Marketing System for Insurance Agents [Video]

Sales & Marketing Automation CRM System for Insurance Agencies | Independent Agentshttps://ezytise.com/insurance-agencies | (480) 442-1468To book your Live Demo: https://ezytise.com/demoHi! Patrick Zerarka here!I’m goanna keep this video very short and to the pointBut first, I wanna tell you that I’ve been in your shoes before – I myself owned and operated my own insurance agency, worked as a business consultant directly with Independent Insurance agents, and also worked as a marketing rep for carriers like Travelers, Nationwide, MetLife, Allstate, and others.So, trust me when I say we know & understand the P&C world very well…And we know Insurance Agents don’t need flood of marketing ideas, or get another training – What they truly need is HELP EzyTise was designed from the bottom up with YOU the insurance agent & business owner in mind.Having worked with hundreds of Insurance Agencies helping them develop sales & marketing growth strategies, I can tell without any hesitation it’s NOT easy to execute a marketing strategy – There’s a lot work involved. And for another reason, that you probably know very well. TIME CONSUMING…. And who has the time now day – right?So, why am I telling all this? Because I heard it again and again from many insurance agents. “ WE DON’T HAVE THE TIME” Patrick – We love to the sound of it, but we simply don’t have the time to mess with it – I get it… and I am glad you’re hereWe can help you…. With Our All-In-One WORKFLOW AUTOMATION & CRM System. We have built Pre-Designed Templates with a click of a button at your fingertip, you can automate your upcoming renewals, automate your mono-line cross-sell campaign, automate your retention initiatives, reputation management, send ongoing beautiful html email reminders, SMS notifications, voice-mail drops, webchat, automate your online booking calendar and even Automate your Social Media Content Posting. If that’s not enough – Our WORKFLOWS can also be used for your team communication, so everyone is kept informed when a task is assigned.EzyTise is SO easy to implement and can save you a lot of time and consolidate cost by simply using our smart pre-designed automated workflows to help manage your day-to-day operation and to finally be able to focus on selling and growing your agency. In addition, you can use our AUTOMATION System and CRM Functionality for your prospecting pipeline – New Business right… Again, use our pre-designed templates to automatically follow up with your prospects, and NURTURE your leads with multiple touches on auto-pilot to grow a predictable sales pipeline without having to lift a finger. In-fact our Mobile App comes very handy when it comes to real-time prospecting BTW,,, These are well designed Plug-&-Play templates which you can customize to your needs if you chose to do so.Not to mention, you can also create & host unlimited Sales Funnels, host your own website, and deploy our webchat directly to your main website. Talking about an All-In-One platform… We even built a single INBOX hub to manage all your internal or external communications – where users can replay directly from within EzyTise. Missed calls replies can be done automatically, tasks and note can also be added automatically, and much more…You can integrate Facebook, Instagram, Google-my-Business profile, Google-Ads, Google Analytics – And on top of that, we have our own Zapier App so you can connect with over 3000 software, including EzyLynx, Salesforce, DocuSign, and othersWe have helped many successful insurance agencies implement EzyTise seamlessly – Please take a moment and read our 5 Star ReviewsAgency Workflow AUTOMATION approach It’s a simple solution, don’t over think it and embrace it. Successful Agency Owners are actually increasing their Agency value by implementing AUTOMATION solutions and New Technologies in their day-to-day operations to stay ahead of the competition – That’s the current reality. Plus, we are here to help… with our 1:1 onboarding process we make it very easy for you to implement EzyTise.We hope EzyTise is what you’ve been looking to take your agency to the next level – If you’re still on the fence, by no means book your personalized LIVE Demo so we can answer all your questions and show you the power of EzyTise.If you’re ready, let’s get you started and onboarded today. Thank you! Other Videos: https://www.youtube.com/watch?v=UIUoy4NxwEM#insuranceagent #insuranceagency #crm

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Entrepreneurship

How To Auto-Post to Pinterest from Discord [Video]

Would you like to learn How to [How To Auto-Post to Pinterest from Discord] with a Zapier Zap?In this video, as part of the [Zapier Tutorial] within our [How To Automate Your Business] series of videos, we show you step by step How to [How To Auto-Post to Pinterest from Discord] with a Zapier Zap and how Zapier may be used to [Automate Your Business], making you more productive, efficient and effective and saving you, and your [Virtual Consulting] clients, as Time = Money 💰 ! Some of the Topics discussed in this [How To Auto-Post to Pinterest from Discord] video include:✅ [How To Auto-Post to Pinterest from Discord] with a [Zapier Zap]✅ [How Create Your Own Zap with Zapier] to [How To Auto-Post to Pinterest from Discord]✅ How to Test Your Custom [Zapier Zaps]✅ How to Verify the Results from the Runs of your Custom [Zapier Zaps]✅ How Zapier may be used to [Automate Your Business]✅ How you may offer and sell your automation services using Zapier, as additional Value and Benefits, to your [Virtual Consulting] clients🔴 Please also Join us in the Virtual Consulting Community by Subscribing to the [Virtual Consulting] YouTube Channel at 👉 https://www.youtube.com/c/VirtualConsulting101?sub_confirmation=1 and Please Click the Bell 🔔 Icon so that You are Notified and Never Miss an Episode, All for FREE.📖 CHAPTERS 📖00:00 – Introduction01:22 – Zapier Tutorial Episode Ref01:56 – Create Zap Trigger04:30 – Post in Discord05:17 – Create Zap Action09:22 – Test Zap14:08 – Final Thoughts15:31 – Zapier Tutorial Ref16:27 – Zapier Closing17:24 – Virtual Consulting Sites18:44 – Discord Invite📟 RELATED VIDEOS 📟🎥 How To Automate Your Business | Zapier Tutorial | Episode 1 – Create a Twitter to Discord Zap 👉 https://youtu.be/HAzMKVbJxHk🎥 How To Automatically Send Reddit Posts to Discord | How To Automate Your Business | Zapier Tutorial 👉 https://youtu.be/maLxQyh5VTE🎥 Pinterest Automatic Pin from YouTube Video | How To Automate Your Business | Zapier Tutorial 👉 https://youtu.be/C1z8dd4fyAI🎥 How To Connect Gmail to Discord with Zapier | How To Automate Your Business | Zapier Tutorial 👉 https://youtu.be/CqHKkJzSsGo🎥 How To Use The Formatter By Zapier Effectively 👉 https://youtu.be/bkwGsuUxS00🎥 How to Use Zapier Filters Effectively | Zapier Tutorial | How To Automate Your Business | Automation 👉 https://youtu.be/uIecdCFC66E🎥 How To Automate Your Workflows using Google Sheets & Zapier | Zapier Tutorial | Business Automation 👉 https://youtu.be/f8u-jSTnu6Q🎥 How To Promote Your Instagram Videos Automatically with Zapier | How To Automate Your Business 👉 https://youtu.be/sLaVh0iME4Q🎥 You may / Please see 👀 All of the other videos in the [Virtual Consulting] [Zapier Tutorial] at 👉 https://www.youtube.com/c/VirtualConsulting101/search?query=Zapier%20Tutorial🎥 You may / Please see 👀 All of the videos in the [Virtual Consulting] Automation Playlist, All for FREE, at 👉 https://www.youtube.com/playlist?list=PLVcz7_4oo0F7Zt393EjM2WaWIbgBLTT43🧰 RESOURCES 🧰🛠️ The Virtual Consulting Firm’s web site 👉 http://www.TheVCF.com🛠️ The Virtual Consulting Firm on Twitter 👉 http://www.twitter.com/TheVCF🛠️ The Virtual Consulting Firm on LinkedIn 👉 https://www.linkedin.com/company/252661🛠️ The Virtual Consulting Facebook Page 👉 https://www.facebook.com/Virtual-Consulting-109500941714316🛠️ The Virtual Consulting Facebook Group 👉 https://www.facebook.com/groups/154917347884050🛠️ The Virtual Consulting Firm on Instagram 👉 https://www.instagram.com/thevirtualconsultingfirm/🛠️ The Virtual Consulting Reddit Community 👉 https://www.reddit.com/r/VirtualConsulting/🛠️ HostGator Web Hosting 👉 https://bit.ly/3DBbn8I🛠️ Amazon 👉 https://amzn.to/3hYwJUH🛠️ Novo 👉 Business Banking 👉 https://bit.ly/3JQuoHR🛠️ Mark J. Kohler America’s Small Business Tax Lawyer 👉 https://bit.ly/3CdUDnA🛠️ Zapier 👉 https://bit.ly/3MF3zsd#VirtualConsulting #Zapier #Automation👀 Virtual Consulting on Social Media🌐 To Learn More about Virtual Consulting, Please also Follow us on:👉 Twitter at: http://www.twitter.com/TheVCF👉 LinkedIn at: https://www.linkedin.com/company/252661👉 Pinterest at: https://www.pinterest.com/stocks1thevcf👉 Facebook Page at: https://www.facebook.com/Virtual-Consulting-109500941714316👉 Facebook Group at: https://www.facebook.com/groups/154917347884050👉 Instagram at: https://www.instagram.com/thevirtualconsultingfirm/👉 Reddit at: https://www.reddit.com/r/VirtualConsulting/🏠 Please also Visit The Virtual Consulting Firm’s Home Page 👉 http://www.TheVCF.com🔴 Please also Join Us in the New Virtual Consulting Community 🎮 Discord Server, for FREE, at 👉 https://discord.gg/MbhfxUsFRT🙏 Please Help us be able to continue to produce frequent quality content to Help You Learn How To Get Started and Succeed in Virtual Consulting as a Virtual Consultant! by Supporting Virtual Consulting via Patreon at 👉 https://www.patreon.com/VirtualConsulting

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Entrepreneurship

How To Create SOPs in 2023! [Video]

💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛🔊 Want to Listen More Episodes? Go here ➡️ https://succeedingwithsystems.com/podcast👩🏽‍💻 Overwhelmed with Tech? Check Out This Free Guide Teaching You How to Save 10+ Hours per Week with this 6 Figure Setup!➡️ https://bit.ly/3etus5H➡️ https://bit.ly/3etus5H💛 Checkout Our Zapier for Beginners Course ➡️ https://zapierforbeginners.com/👩🏽‍💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com 💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Facebook: https://www.facebook.com/groups/servicetimefreedom Instagram: https://www.instagram.com/khadirahsmuhammad/ TikTok: https://www.tiktok.com/@khadirahsmuhammad YouTube: https://www.youtube.com/c/KhadirahMuhammad LinkedIn: https://www.linkedin.com/in/khadirah/ About Khadirah:Khadirah Muhammad is a Systems Implementation Engineer and Founder of SucceedingWithSystems.com who went from breaking into the entrepreneurial world at 18 with the goal of retiring her parents, to falling in love with systems and automation that make a true business’ world go round. Her notable projects include taking a client’s 2 -person operation from $15,000 to $80,000 in revenue in 60 days.Now Khadirah helps solopreneurs and those with small teams create 6 Figure Systems so they can gain back their time freedom and develop lifestyle freedom using Systems, Automation, and Technology.marketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing, khadirah muhammad

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Entrepreneurship

[Dr. UTM Lab] The most comprehensive UTM tracking in Gravity Form to Zapier (HubSpot, Zoho, Keap) [Video]

In this video, Dr. UTM explains how to track UTMs in WordPress Gravity Form and pass all the information to your favorite CRM, such as HubSpot, Zoho, or Keap (via Zapier Webhook)It starts with how to build and embed the Gravity Form in the Elementor page builder. After that, it shows how easily (one-click) UTM fields are added to multiple Gravity Form instances automatically. And finally, it breaks down how the plugin works and keeps the data from page to page even though the UTMs are not in query arguments. Dr. UTM also demonstrates how one can track leads in incognito mode with privacy enabled browser (Safari) and IOS 14.This video is the most comprehensive step-by-step tutorial demonstrating how to integrate UTM tracking in real life for Gravity Form.Some important highlights:00:00 List of plugins installed00:30 Embedding Gravity Form as a shortcode00:37 Adding the UTM fields as hidden parameters into the multiple-form instances automatically01:00 Best practice: How to avoid adding duplicated fields in Gravity Form03:00 Simulating direct traffic (no UTMs) and testing how the tracking works03:10 Proof #1 that the tracked data are passed to the admin email03:30 Simulating paid ads and testing how the tracking works03:50 Seamlessly passing UTMs page to page04:16 Proof #2 that the UTM data are passed to the admin email05:00 Proof #3 that the more UTM data are passed to the admin email05:20 Tracking Social Media, Referrer, and Organic Traffic in WordPress Gravity Form07:15 Proof #4 that the organic data are passed to the Zapier07:25 Tracking in privacy-enabled devices, including Incognito, Safari, and IOS 14, using Gravity Form08:23 Proof #5 that the privacy-enabled browser can still be tracked10:06 Sending Lead Data from WordPress Gravity Form to your favorite CRM such as HubSpot, Zoho, Keap, Active Campaign, and more (via Zapier Webhook)10:25 Creating a Webhook in Zapier11:05 Proof #6 that the UTMs are passed to the ZapierFor more information about UTM and what you can do, please visit our websitehttps://utmgrabber.comAbout the instructor:Haktan Suren (Dr. UTM) is the original developer of HandL UTM Grabber and has dedicated his entire life to lead tracking and data analytics. He started his programming journey in high school and has developed several applications for marketers throughout his career. He is a big supporter of open-source and enjoys contributing to the open-source community sharing valuable tips in his blog, and developing applications. He has Ph.D. in data science.#UTMTracking #gravityform #Zapier #Hubspot #Keap #infusionsoft #wordpress #wordpressplugin #UTMTracker #wordpressutmtracker #utm

Categories
Entrepreneurship

Business Automation: Hire an Expert or Do It Yourself (DIY): What’s Best for You? [Video]

When you start out with workflow automation, one of the first things you have to decide on is whether to hire a professional or begin doing the work by yourself.Before we get into details, let’s cross out the obvious regarding this decision: It’s not as straightforward as it may seem.This happens because modern automation platforms, such as Zapier and Make, are bridging the gap between technical and non-technical users, empowering anyone to automate beyond imagination.As a result, it’s becoming normal to see all kinds of people – marketers, product managers, salespersons, business owners -automate workflows by themselves.What once required coding skills and a great deal of time can now be done in a few minutes or hours.However, ease of use and fast implementation times do not necessarily provide a full answer to everyone out there.There are other factors to consider, and we’ll shine a light on them so you can make the right decision early on.Workflows and processes vary greatly from company to company, and so does the complexity and goals of those processes.It’s important to take a look at which processes you want to automate, and categorize them by relevance and difficulty.With a clear view of the workflows and processes you wish to automate, you’ll have to assess two key aspects: the amount of time to deployment and your availability to build automated solutions.Flexible deployment times work in your favor, even when your availability is somewhat limited.On the other hand, if you need to deploy fast, you’ll have to tackle a learning curve while creating the solutions your business needs.Fans of build in public methodologies won’t be too bothered by this occurrence, but everyone else might incline for external help at this point.Before making a decision, it’s important to take a look in the mirror and answer this question in an honest way.👉 What is Make? https://weblytica.com/integromat-premium-support/make-support/ 👉 Need Help with Make?Visit Weblytica.com for personalized one-on-one video support for Make, formerly Integromat. We also provide custom no-code and low-code development for Monday.com, Make and many other popular cloud-based platforms.✅ Subscribe to my channel to more creative content on Digital Integration & Automation to successful in your business: https://www.youtube.com/channel/UCfkORUspIP94XqIAclbOxmQ 🔗 Get one on one Premium Make Support: https://weblytica.com/make-premium-support-services/ 🔗 Register To Get First Free Month of the CORE Plan: https://www.make.com/en/register?pc=weblytica ✅ You can also follow me on:👉 Twitter: https://twitter.com/Andy_ONeil 👉 Facebook: https://www.facebook.com/misterscenario/ 👉 Linkedin: https://www.linkedin.com/in/andyoneil/ 👉 Website: ​​https://weblytica.com/ ✅ About Weblytica : I’m a Workflow and Process Automation Architect with a development background who helps small businesses streamline workflows and digital processes. I work with businesses of all sizes to integrate and automate their separate cloud-based services to help businesses run more efficiently. I automate manual business workflows, integrating data from multiple cloud service providers, build dashboards and build code-free databases to increase business capacity and efficiency.I am a Registered Make Partner. Make (formerly Integromat) is the most powerful and cost effective automation platform available.For Business Inquiries please use the contact information below:📩 Email: andy@weblytica.com =========================#businessautomation #businessprocessmanagement #businessprocessautomation #make.com #zapier #automate #automation #automationsolutions✅ Related Phrases:automation, processes, workflow, solutions, availability, workflows, business process automation, workflow automation, automation solutions, automate workflowDisclaimer: We do not accept any liability for any loss or damage which is incurred from you acting or not acting as a result of reading any of our publications. You acknowledge that you use the information we provide at your own risk. Do your own research. Copyright Disclaimer: Under Section 107 of the Copyright Act 1976, allowance is made for “fair use” for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational, or personal use tips the balance in favor of fair use© Weblytica, LLC

Categories
Entrepreneurship

Creating a Yearbook Database & Building Apps For People | Off The Record [Video]

Want to create a yearbook database for a new class or want to bring your yearbook back to life? In this video Chris Dancy shares how method of creating a yearbook database to connect different members of his high school class. Creating a yearbook database is a fantastic example of building apps with Airtable’s connected app platform for good. I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier