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Article first published March 2015, updated April 2019

If you’re like us, you probably use a handful of apps and services to keep your subscriber lists updated.

Work Smarter Not Harder: Using Zapier to Streamline Your Email Marketing

If you aren’t using apps to automatically segment and export signups, working with your subscriber lists can be complicated and time-consuming, but services like Zapier can help.

What is Zapier?

Zapier is a web-based service that automatically integrates all your workflow applications. If you’re trying to upload contacts into a subscriber list, you may encounter problems or have to upload it multiple times. This happens because not all popular apps have native email marketing integrations for keeping data current, and this is where Zapier comes in.

Zapier allows you to create integrations between hundreds of business apps and services. Zapier integrates with over 1,000 apps, so, if you use it, the chances are that Zapier supports it. For example, if you have an upcoming meeting in your Google Calendar and you want the rest of your team to know, without Zapier, you would have to take the event in the Google Calendar, email the invitation to attendees, and then post it again in your Slack channel.

Zapier will take this upcoming meeting that is in your Google Calendar and share it to the proper Slack Channel to let the appropriate team know, without having you do anything.

This is just one example of what Zapier does. You can learn more information in this guide that shows over 350 ways to be more efficient with Zapier.

How does Zapier integrate with CRM software to segment and deliver relevant content?

What are CRM software programs?

Customer-Relationship Management (CRM) software is any program that helps businesses organize and interact with customer data. Zapier refers to CRM software as “address books on steroids.”

It is important for businesses to utilize CRM software programs because not only do CRMs understand nearly everything about your customers, but they also provide an ROI of $8.71 per $1.00 spent on CRMs.

A few examples of CRM software that work with Zapier include:

  • Salesforce
  • Google Contacts
  • Highrise
  • Hubspot
  • Nutshell CRM
  • Osmosis
  • Microsoft Dynamic CRM

How does CRM software segment email subscribers?

Here’s how CRM software segments email subscribers:

  1. Subscribers visit your website to subscribe.
  2. Subscribers submit their email preferences to your company: monthly, exclusive announcements, product updates, events, etc.
  3. CRM software organizes where the subscribers should be listed based on their preferences.
  4. Subscribers wait for emails to come into their inbox based on their preferences and the CRM segmentation.

What can you do with Zapier and Campaign Monitor?

Here at Campaign Monitor, we power your automated email services by creating pre-made templates for customers to make designing beautiful and effective emails simple. Simply tie in our service with Zapier’s automation services.

Zapier’s easy-to-use interface allows you to rapidly create “zaps” that quietly sync data in the background. Zapier is an essential ally for doing everything from two-way updates between your CRM app and subscriber list to sending SMS via Trello whenever someone signs up.

Here’s a sample of some of the ways you can connect Zapier with Campaign Monitor:

Zapier integration

Wrap up

We use these “zaps” for numerous tasks, from streamlining our invoicing to organizing travel plans. We’ve saved countless hours by not having to manually export lists or roll our integrations.

Our customers have left Zapier reviews expressing how they’ve streamlined their email marketing by connecting their Campaign Monitor accounts with their Google Contacts, Salesforce, and other sales CRM accounts with Zapier’s help.

To find out more about Zapier hacks, we recommend the following:

Have you streamlined your email marketing with Zapier’s help? If not, visit our app store to get started.

This blog provides general information and discussion about email marketing and related subjects. The content provided in this blog ("Content”), should not be construed as and is not intended to constitute financial, legal or tax advice. You should seek the advice of professionals prior to acting upon any information contained in the Content. All Content is provided strictly “as is” and we make no warranty or representation of any kind regarding the Content.
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