Gain time. Automate tasks between

Switch and other tools, using Zapier.

Want to create more time for you and your employees to focus on the most important aspects of your business? Implement the Zapier automation platform.

 

What is Zapier?

Zapier is a tool that allows you to connect the Switch online mail platform to the apps you use so you can automate repetitive tasks, instead of having to do them manually. By automating these manual tasks you’ll gain back time in your schedule for things that can have a greater impact on the success of your operation, such as developing new business.

 

What apps does Zapier allow me to connect Switch to?

With Zapier, you can connect the Switch online mail platform to 5,000+ apps, including CRM apps like Salesforce or HubSpot; cloud storage apps like Google Drive, One-Drive and Dropbox; collaboration apps such as Microsoft Teams, Slack and Discord; scheduling and booking apps like Google Calendar; billing apps including QuickBooks; and marketing apps like Mailchimp, Constant Contact and Facebook Lead Ads.

 

What kinds of tasks can I automate with Zapier?

When an event occurs in Switch it  initiates a workflow or task. Here are a few examples of Switch-related tasks you could automate using Zapier so you and your people can focus on other areas of your business.

  1. When a new customer gets added to a contact list in Switch, your CRM software (like Salesforce or HubSpot) could receive a notification via Zapier that automatically triggers a welcome email to be sent to that new customer.
  2. If a customer’s contact information is updated in a contact list within Switch, Zapier could trigger that the contact list is automatically backed up to Google Drive, ensuring your backup copy is always up to date.
  3. If a postal rate change occurs in the Switch platform, accounting could be alerted, via Zapier, with a notification to their Slack channel or Microsoft Teams chat group.

 

Do I need to know coding to use Zapier?

With Zapier, you don’t have to have your IT department on speed dial. There is no coding required to automate a task. Zapier’s simple user face makes it easy to connect your apps to Switch and automate your workflows with just a few clicks.

 

How much does Zapier cost?

For sole-proprietors who need basic automation, Zapier is free to use. If your automation needs are more involved, than there is a monthly subscription fee to use Zapier. For any of Zapier’s subscription packages, there is a 14-day free trial so you can take it for a test drive before you commit any money.

 

Gain back something every business could use more of—time

Free you and your team from repetitive, manual talks. Automate workflows between Switch and the apps you employ to run your organization. Start using the Zapier automation platform today.