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What Types of Tasks Can Zapier Automate?

1. Marketing: Automate your email marketing campaigns by connecting your email service provider with your CRM. For instance, you can set up a Zap to add new leads to a Mailchimp list automatically.
2. Sales: Streamline your sales process by linking your online forms to your CRM. Whenever a potential customer fills out a form on your website, their information can be automatically added to your sales pipeline.
3. Customer Support: Enhance customer service by integrating your support tickets with your team’s communication tools. For example, you can set up a Zap to notify your Slack channel whenever a new support ticket is created.
4. Project Management: Keep your projects on track by connecting your project management tools with your task management apps. For instance, you can create a Zap to add new Trello cards whenever a task is assigned in Asana.
5. Finance: Automate financial tasks like invoicing and expense tracking. You can set up a Zap to create an invoice in QuickBooks whenever a sale is made.

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