Where to start with automating your marketing processes with Zapier

It is always good to do some pre-work before your start automating your processes. In Chapter 2, Preparing to Automate Your Processes, and Chapter 3, Building Your First Automated Workflow (Zap), we covered a few important points that will help you when you are strategizing your marketing workflows, and they are as follows:

• Map out your marketing processes: You probably already have a marketing strategy in place and you have a clear idea of how your marketing processes work with all your tools. If you don’t, however, follow the steps in the Simplifying your processes and assessing what can be automated section in Chapter 2, Preparing to Automate Your Processes, to visually map out your processes so that you have a high-level overview of how your tasks work with your existing software.
• List your marketing tools: Make a list of all the marketing tools and services that you use in your business to achieve...