Automate client onboarding with Zapier

Client onboarding is one of the best processes to automate with Zapier. Creating a good client onboarding process automation in Zapier can help you save lots of time onboarding new clients and give your client relationship a headstart. In this video, we're going to implement exactly this :)

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✅ MENTIONED IN THE VIDEO
Download the automation template: https://zapier.com/shared/d74e764c22187facac39bc4dc99bc391d4a5deaf

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⏰ TIMESTAMPS
00:00 - Intro
01:16 - Get the full Zapier 101 course
02:12 - Import the Zap template
02:24 - Planning the Zapier automation
05:43 - Filling out the onboarding form
07:58 - Setting up the trigger
08:24 - Setting up a new project in Todoist
11:36 - Adding the client to Clockify
14:17 - Set up a client Slack channel
17:14 - Set up a shared folder in Google Drive
22:16 - Automatically create a kick-off task in Todoist
24:56 - Create a notification when the process is finished
28:11 - Send a confirmation email to your client
31:19 - Outro

👦 WHO AM I?
Hey, I'm Janosch! I'm a computer science student & web designer living in Berlin, Germany. On this channel, I create tutorials on the software tools that help me run my business on a daily basis. My goal is to make tools accessible to everyone, no matter if you have a technical background or not🟢

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Тэги:

#zapier_tutorial #how_to_use_zapier #zapier #zapier_demo #zapier_demonstration #automate_tasks #productivity_hacks #zapier_automation #zapier_examples_automation_with_zapier_zapier_examples #zapier_ideas #zapier_automation_examples #cool_zapier_examples #zapier_workflow_examples #what_can_you_do_with_zapier #best_zapier_workflows #zapier_automation_ideas #zapier_for_beginners #client_onboarding #onboarding_automation_zapier #zapier_onboarding_automation #new_client_onboarding

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