“I definitely want to use Zaps — where should I start?”
When a recent new user onboarded her space to use Coworks coworking software, she asked a great question. So we looked at the data to see which Zapier automations most of our users are leveraging — and which also offer the biggest impact on your coworking operation?
Understanding Zapier and the power of Zaps
First, let's level set. Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and now Coworks, to automate repetitive tasks.
With Zapier, you can create connections, called "Zaps," which trigger actions between different applications without the need for coding or relying on developers to build the integration. This capability allows individuals and businesses to streamline workflows, increase productivity, and ensure that their systems operate seamlessly together.
How Zaps work
A Zap consists of two main components: the Trigger and the Action. The Trigger is an event in one app that starts the Zap. Once the Trigger event occurs, Zapier automatically completes the Action, which is the event that the Zap completes in another app. For example, a new member signing up in Coworks (Trigger) could automatically add that member's information to a Mailchimp list (Action).
Zaps are powerful because they automate tasks that would otherwise require manual effort, saving time and reducing the potential for human error. This automation enables businesses to focus on more strategic work rather than getting bogged down with repetitive tasks. Moreover, Zaps can work 24/7 without intervention, ensuring that workflows are always running smoothly, even outside of business hours.
Key benefits of using Zaps:
- Efficiency: Automate tasks and processes, saving valuable time and resources.
- Scalability: Easily scale operations by automating workflows, allowing your business to handle increased workloads without a proportional increase in overhead or manual work.
- Accuracy: Reduce human errors by automating data entry and transfer between apps.
- Integration: Connect and automate workflows across hundreds of apps without the need for custom development.
- Customization: Create custom workflows that fit your business's unique needs, with the flexibility to adjust as those needs change.
Why are they so powerful?
Zaps bridge the gap between different software platforms, making it possible to create a more integrated and efficient digital ecosystem. Whether it’s managing leads, communicating with members, or updating databases, Zaps facilitate a level of automation that was once only available to large organizations with extensive IT resources. For coworking spaces, this means the ability to streamline operations, enhance member experiences, and focus on growth and community building.
In summary, Zapier and its Zaps offer a powerful solution for automating and optimizing workflows. By leveraging these automations, Coworks users can significantly enhance their operational efficiency, ensuring that they provide the best possible service to their members while also maximizing their productivity and growth potential.
Bring Coworks and Zapier together in your operation
By integrating Coworks with Zapier, users can automate mundane tasks, streamline workflows, and focus on what matters most — growing your community and providing exceptional member experiences. So let’s look at the essential Zapier automations that every Coworks user should be utilizing to maximize operational efficiency and marketing efforts.
1. Add New Coworks Members to Mailchimp
More of our customers use MailChimp than other CRMs. Building and maintaining an engaged community is crucial for the success of any coworking space. The integration between Coworks and Mailchimp simplifies email marketing efforts by automatically adding new Coworks members to a Mailchimp list.
This automation ensures that your communication reaches new members without delay, allowing you to welcome them with onboarding emails, updates, and events. Setting up this integration means you never have to worry about manually updating your email lists again, ensuring your marketing efforts are both efficient and effective.
Integration benefits:
- Automated list management
- Timely communication with new members
- Enhanced engagement through targeted email campaigns
➡️ Check it out.
2. Add New Coworks Contacts to HubSpot
For coworking spaces that utilize HubSpot for their CRM and marketing needs, this automation is a game-changer. By automatically adding new Coworks contacts to HubSpot, you can ensure that your sales and marketing team has instant access to the latest leads and member information.
This seamless integration supports a more personalized and efficient follow-up process, significantly improving conversion rates and member retention.
Integration Benefits:
- Streamlined lead management
- Real-time data synchronization
- Enhanced personalization in marketing and sales efforts
➡️ Discover how to set it up
3. Add Leads in Coworks from new Google Forms submissions
Coworks' flexibility in integrating with various form builders, including Google Forms, stands out as a powerful feature for lead capture. This automation enables coworking spaces to replace their standard member request form with a customized Google Form.
When a potential member submits their information, the data is automatically entered as a lead in Coworks, which includes its own lightweight CRM to track leads and easily turn them into members. This process not only streamlines lead management but also allows for the creation of a more customized and branded experience during the initial contact phase.
Say a lead attended an event, visited another member, or took a tour. Once you capture information, it can go into Coworks safely.
Integration Benefits:
Customizable lead capture forms
- Automated lead entry into Coworks
- Enhanced initial member experience
For those utilizing different form builders, Coworks supports various integrations, ensuring that your preferred tools work seamlessly together. This versatility highlights Coworks' commitment to providing a customizable and efficient operational workflow.
➡️ Learn more about integrating form submissions and check out additional form builder integrations
Integrating Coworks with Zapier unlocks a world of possibilities for automating tasks, enhancing member engagement, and improving operational efficiency. By setting up these essential automations, coworking space managers and owners can save time, reduce errors, and focus on what truly matters—creating a vibrant, connected community. Embrace these automations to take your coworking space to the next level of excellence and innovation.