Zapier Case Studies for Getting More Leads


The pipeline for a piece of content within a content marketing workflow incorporates a number of distinct phases, all of which have to be tracked and managed. It starts with research and ends with distribution of the final products with many steps inbetween and often involving more than one person. Jimmy Daly describes in detail how Animalz use Airtable as a single source of truth for content marketing and how they use Zapier to integrate with other tools such as Wunderlist task management.

Airtable + Zapier: Everything You Need to Run a High-Volume Editorial Workflow

The best thing about Airtable is that it's a platform for creating your own workflow. You aren't tied to someone else's view about what an editorial workflow should look like. With Zapier as an automation layer, the functions are nearly limitless. There is no better place to collaborate on projects, create and view dashboards and sync tasks with other apps.


There's more than one way of doing something and with the number of apps freely available the combinations are huge. But when you break it down the process fundamentals are largely the same. With lead management, it doesn't matter what tools you use you have to capture leads and then act on them. This guide from Zapier goes through multiple ways of achieving this broken down by the most popular apps and how to connect them.

Five Ways to Get More Leads Using Automation - Zapier

There are lots of moving parts in the lead generation puzzle: forms, CRMs, email marketing lists, e-commerce platforms, and so much more. A few simple automations can help you save the time you'd otherwise waste on manual data entry with leads, leaving you with plenty of time to help move those leads down the funnel.


Zapier Paths is a new feature which lets you create separate strands of logic for different scenarios in a workflow rather than creating separate zaps. See how three different companies have implemented Zapier Paths .

How to Use Zapier's Paths to Automate Decisions

Before Paths, you'd have to build separate workflows for each scenario, relying on lots of Filters to make sure your Zap targeted the right information. Now, you just add Paths where your decision-making comes in.