ZapConnect 2023
Table of contents:
  • Ready to take the journey to easy automation?
📖 Keynotes:
1
Build
2
Extend
3
Attract
4
Innovate
YouTube Playlist:
If you prefer a straightforward viewing experience, here's all the conference videos in a convenient YouTube playlist:
And below ⬇️ you will find these same videos accompanied by their supplementary materials such as PowerPoint slides and relevant links + additional conference related information.
Ready to take the journey to easy automation?
📆 Thursday, 28 September 2023
🕓 9:00 AM – 1:30 PM (PT)
Overview
Zapier’s virtual user conference, ZapConnect, brings together our talented community of customers, partners, and industry experts to help you do even more with automation. Our half-day event will help you inspire your team, move your work forward, and set your organization up for success.
What's on the agenda?
  • Keynote address by Seth Godin: Hear from industry thinker, author, entrepreneur, and longtime Zapier user Seth Godin. Over the past 30+ years, he's become one of the top speakers on leadership and marketing, while also founding two companies.
  • Sessions for Zapier users at all levels: Are you setting up your first Zap? Expanding Zapier's role in your software landscape? Our packed program will help you adopt an automation mindset and discover all the ways your business can benefit.
  • Inspirational and innovative speakers: Excited to see the full potential of Zapier? Learn from power users who have taken their companies to the next level—with guidance on how you can do the same.
ZapConnect Walkthrough
GoogleDrive Video (temporary) – to be replaced by YouTube video…
Loading...
ZapConnect Code of Conduct
This Zapier Events Code of Conduct applies to all who register, post, and engage in Zapier events. By participating in Zapier events, you have read and accepted this Code of Conduct, which may be updated from time to time. We expect attendees to:
Support each other.
We're here to help each other get better. Provide words of encouragement, suggest solutions to existing questions, and maintain a positive attitude regardless of whether someone’s experience is the same or different from your own. Aim for collaboration instead of conflict.
Provide feedback [in the right place].
The chat and Q&A are a space for collaboration between attendees. We love feedback on ZapConnect via the provided post-event survey. This helps us stay on topic and maintain a space that fosters clear communication.
Learning together.
Do not spam other attendees with sales pitches or send unsolicited DMs. We're here on a journey of learning and to connect with fellow automators.
Respect each other.
Don't use hurtful, harmful, hostile, exclusionary, harassing, threatening, or illegal content or language. The behaviors outlined in our Acceptable Use Policy extend to the event community. Also, don’t impersonate Zapier staff members, speakers/presenters, or anyone else. Offenders will be quickly removed from the event.
Journey together.
Use the appropriate channels, threads, forums, or other provided means of communication for the topic of discussion. This is a community event dedicated to growing as automators and sharing new ideas. Please stay on topic and help maintain a space that fosters clear communication.
Be mindful of what you share.
Do not request or share personally identifiable info within any public space. All Zapier billing matters are strictly handled through the Zapier Support team only.
Respect intellectual property.
Give credit when referring to other people’s work, and do not distribute conversation screenshots or session recordings outside of the event without permission.
Code of Conduct Violations
Violations will be handled on a case-by-case basis and may be subject to a full ban from further participation in the event or future events with or without warning.
To report a violation, please reach out to the Event Help Desk, and our team will be happy to take the conversation to a direct message and review your complaint.
AI HUB
Curious how you can use AI in your work?
We’ve created this hub chock-full of resources to help you get started, a behind-the-scenes look at how the events team built the chatbot, and other helpful info to serve as inspiration as you start your AI Journey.
GoogleDrive Video (temporary) – to be replaced by YouTube video…
Loading...
How we built this
The Events Marketing team set out to see how AI might offer a more personalized experience at this year's ZapConnect using Zapier's Interfaces ChatBot feature. The bot's creator, Lacey, walks through how she created this bot in this video. Test out the bot while you're at it!
Loading...
AI-Powered Automation
Guide Our team wanted to see how using both Zapier and AI could create a personalized recommendation to users on where they could incorporate automation into their work. See for yourself by providing your email, business goals, and app usage info below.
Helpful Resources
Explore this curated collection of inspiration, tutorials, and tips to help you make the most of your AI workflows.
Inspiration
Tutorials
App Tips
ZapConnections
ZapConnections are an opportunity for attendees to come together around a mutual discussion topic. Here’s a brief video walking through what they are and how you can use them:
GoogleDrive Video (temporary) – to be replaced by YouTube video…
Loading...
Anyone attending the event can create a ZapConnections lounge around a topic of their choosing and welcome other attendees to join in on the discussion. During the dedicated networking breaks, attendees are encouraged to host or find a ZapConnections lounge on a topic of their choosing and participate in a roundtable-style discussion in the lounge’s Live Forum - a video chat room similar to a virtual meeting.

While attendees can access the text-based chat within the lounge at any time, the video feature (Live Forum) is only available during dedicated networking breaks.
How to join a ZapConnections Lounge
You can browse and use text-based chat anytime while the platform is open, but you will only be able to join the Live Forum, a video based discussion area, during designated networking breaks.
  1. Click on the ZapConnections tab on the left-hand navigation bar.
  1. Use the search and filters feature to find topics you might be interested in.
  1. Click “Enter” to view the lounge details and chat, and “Join now” to participate in the video-based, Live Forum during the designated meeting time.
  1. Once you’re in, you can start discussing the lounge topic along with the other folks in the room!
Helpful tips
Lounge creators aren’t trained moderators, but attendees just like you! Lounges have a limited capacity, set by the creator. If your preferred lounge is full, consider joining another one or even start a new lounge around a similar topic.
How to create a ZapConnections Lounge
Click on the ZapConnections tab on the left-hand navigation bar, then click on the “Create Lounge” button. Add in the following information:
  • Name: Choose a relevant discussion topic that you want other attendees to rally around.
  • Description: Add specific details or questions to help guide the discussion and attract the right crowd.
  • Tags: Choose existing tags or create new ones to help attendees find your lounge based on their interests.
  • Capacity: Set a maximum number of discussion participants between 2-30.
  • [Important!] Timing: Don't forget to specify when you'll be holding the Live Forum discussion. Please note, this has to be within the dedicated networking breaks.
  • Visuals: (Optional) Add a thumbnail and banner to make your lounge more appealing.
Click Create, and your lounge will be submitted to moderators for review.
Once within the lounge, we recommend using the Activity Stream to post announcements. Encourage attendees to use the right-hand chat to connect before and after your discussion.
Important: Don’t forget to designate the time of your discussion! Attendees will be looking to you, the lounge creator, to lead them in a meaningful conversation.
Need help choosing a topic or coming up with questions to ask?
Use the helpful chatbot to brainstorm!
📖 ZapConnect Keynote: Innovations to propel your success
📆 Friday, 29 Sep
🕓 2:00 AM – 2:30 AM (AEST)
📖 Keynotes
Don't miss ZapConnect's opening keynote with three impactful Zapier leaders—including Zapier CEO Wade Foster. We'll showcase our newest innovations designed to help you outpace ordinary and accelerate your way to success.
Loading...
🕓30 Minutes

Speakers
Wade Foster
CEO and Co-Founder
@ Zapier
Wade Foster is the CEO and Co-Founder of Zapier—the leader in easy automation that makes it easier to automate workflows and move data across 5,000+ apps. He is an alumnus of Y Combinator and has degrees in industrial engineering and business administration from the University of Missouri-Columbia.
Chris Geoghegan
Vice President, Product
@ Zapier
Chris “Geo” Geoghegan is the Vice President of Product at Zapier, where he joined as the first Product Manager seven years ago. He had over 12+ years of leading product development and prior to Zapier worked on solar monitoring and charitable giving products. In his free time, you can find him on the water or on the slopes, depending on the season.
Sheryl Soo
Chief of Staff and VP, New Products
@ Zapier
Sheryl Soo is Zapier’s VP of New Products & Chief of Staff to the CEO. She is a seasoned design leader with 15+ years working across agency, business consultancy, and client-side, with some of the largest international brands and high-growth startups, including Google and Hootsuite. Outside of work, Sheryl enjoys spending time with her family, playing music, and exploring the outdoors.
🔨 Getting started with Zapier Tables and Interfaces
📆 Friday, 29 Sep
🕓 2:45 AM – 3:15 AM (AEST)
🔨 Build
Discover how you can maximize customization with Zapier Tables and Interfaces to build unique, powerful workflows. Want to learn more about building custom workflows that cater to your unique needs? This session will walk through how to maximize your customizations with Zapier Tables and Interfaces to send leads to your CRM.
Loading...
🕓 30 Minutes
Zap Templates

Zapier

Get in touch

Collect contact details and follow-up to increase speed to lead time.

Resources

Zapier

How to create a custom AI chatbot with Zapier Interfaces

Zapier Interfaces gives you the ability to create custom web pages and apps that can also pull in the power of GPT with a chatbot component. Learn how to create your own.

Zapier

How to create a customer support portal with Zapier Interfaces

Zapier Interfaces is an excellent way to build customer support portals or resource hubs that connect to thousands of apps, including Zapier Tables, to power your workflows.

Zapier

How to create a free offer download form with Zapier Interfaces

Zapier Interfaces lets you create custom forms (like free offer download forms) that connect with Zapier Tables so you can easily capture, delight, and follow up with leads. Get started!

Zapier

How to create a lead capture form with Zapier Interfaces

Zapier Interfaces lets you create custom lead capture forms that connect with Zapier Tables so you can easily capture and follow up with leads. Get started!

Zapier

Zapier Tables: A better way to store (and use) your data | Zapier

Your business isn't static, so your data shouldn't be either. Learn how you can use Zapier Tables, a no-code database tool that allows you to store, edit, share, and automate data—in one place.


Speakers
Lars Vedø
Senior Product Manager, New Products
@ Zapier
Lars has been a product manager at Zapier for the last four years and recently focused on new products. Fun fact: he was a paying customer before joining Zapier!
Documents & Links

PDF

Lars Vedo: Session Deck

1.1 MB

🔌 How to build your own integration on the Zapier Developer Platform
📆 Friday, 29 Sep
🕓 2:45 AM – 3:15 AM (AEST)
🔌 Extend
Get step-by-step instructions on building your own integration. Plus, get insights on how to create user-friendly integrations. Learn how to start building your own integration on the Zapier platform via step-by-step instructions. We'll share valuable insights on how to create user-friendly integrations and automate workflows effortlessly.
Loading...
🕓 30 Minutes
Resources

Zapier

Quick start guide for building apps

Your app can’t do everything. It shouldn’t. Despite every new feature request, the best thing is a clear focus on what makes your app unique. For everything else, there are Zapier integrations. Zapier is the most popular way to automate tasks through customized workflows with 6,000+ web apps. Using Zaps, what we call automated Zapier workflows, Zapier watches for new or updated data in connected apps, then use that data to do tasks in that or other connected apps. Zaps let your app rely on other best-in-class tools to do the extra things your users want, freeing your app to focus on its core features.

Zapier

Advanced webhook automation with the Zapier Platform interface

Use the Zapier Platform UI to take webhooks even farther. The approachable graphical user interface allows you to create an "app" for more functionality.


Speakers
Katie Redderson-Lear
Backend Engineer, Developer Platform Team
@ Zapier
based in Portland, OR
She loves technology, learning, and good documentation, and is an unapologetic linguistics nerd.
Documents & Links

PDF

Katie Redderson-Lear: Session Deck

1.1 MB

🧲 From scrappy to scaled: Grow your marketing and sales processes effectively
📆 Friday, 29 Sep
🕓 2:45 AM – 3:15 AM (AEST)
🧲 Attract
Scaling your marketing and sales processes comes with unique challenges. This talk addresses how to make the most out of your resources. Congrats! You finally got the headcount and budget to build out more automated workflows for marketing and sales! This talk sheds light on how to address issues like documentation, handling errors, and team onboarding/offboarding. That way, you can maximize your new resources.
Loading...
🕓 30 Minutes
Resources

Zapier

Grow your business with marketing automation

Learn four strategies to bring automation into your marketing, from advertising to email, to help grow your business and connect with customers.

Zapier

How to streamline sales with AI and automation

Explore how you can use Zapier with the latest AI tools to cultivate leads more effectivly.

Zapier

How to write internal documentation that works

Remember: when creating documentation, you're not speaking to people with institutional knowledge. Heres how to make your internal documentation work for everyone.

Zapier

The ultimate guide to pipeline management

Pipeline management is how companies organize and optimize their business processes, such as sales pipelines and inventory. See our guide for optimizing yours.

Zapier

What is marketing resource management (MRM)?

Marketing resource management (MRM) systems manage the time, money, and assets involved in a marketing campaign. Read on to learn more about MRM.


Speakers
Philip Lakin
Co-founder & CEO
@ NoCodeOps
Philip Lakin is the co-founder and CEO of No Code Ops, a community and automation observability platform dedicated to supporting operations professionals that are reimagining the future of internal innovation with no-code. He was previously the Solutions Architect for National Operations at Compass where he built the onboarding program for over 15,000 real estate agents across the United States.
Documents & Links

PDF

Philip Lakin: Session Deck

3.6 MB

💡 Reshape digital ads performance tracking with AI
📆 Friday, 29 Sep
🕓 2:45 AM – 3:15 AM (AEST)
💡 Innovate
Redefine how to communicate Google Ads performance to clients through AI-driven reports and learn how to use AI to break down the information clearly. In this session, we’ll redefine how to best communicate Google Ads performance to clients through AI-driven reports. By sharing OpenAI KPI data, you’ll learn how we request AI to break down the information in a way that is readily understandable for people who are not paid advertising experts.
Loading...
🕓 30 Minutes
Zap Templates

Zapier

Reshape digital ad performance tracking with AI | ZapConnect Demo

Anytime an every month is created in Schedule by Zapier, get many spreadsheet rows (advanced, output as line items) in Google Sheets, get many spreadsheet rows (advanced, output as line items) in Google Sheets, etc.


Speakers
Ryan Blackburn
Operations Manager
@ Results Grow
Ryan Blackburn is the operations manager at Results Grow, a marketing agency specializing in digital advertising in the home services industry.
In his role, he directs communication between internal teams and clients.
Ryan began his career in marketing at the age of 16 and has since managed digital advertising for more than 1,000 companies across the United States and Canada.
Desh Chaudhuri
Google Advertising Manager @ Results Grow
Desh is a pay-per-click specialist who has assisted hundreds businesses across North America leverage PPC marketing to grow their business. At Results Grow, Desh is the head of the Google Ads department and is responsible for managing the success of 100+ accounts.
Leon Farmer
Account Manager
@ Results Grow
Leon is an Account Manager at Results Grow. He is focused on Paid Media with the main objective of delivering results for B2C companies using effective marketing strategies & channels.
Documents & Links

PDF

Results Grow: Session Deck

1.7 MB

05:03

YouTube

AI Reporting Technical Demo

https://youtu.be/rmP4utBfYfM https://www.youtube.com/@hvacgrow20

🔨 Unlock new possibilities with your favorite tools: Automating with pre-built apps
📆 Friday, 29 Sep
🕓 3:15 AM – 3:30 AM (AEST)
🔨 Build
In this session, we'll explore how you can create powerful and efficient workflows with the apps you already use. Zapier offers over 5,000+ integrations you can use to automate your work. In this session, we'll explore Zapier's pre-built apps in-depth, and show you how to create powerful and efficient workflows with the apps you already use.
Loading...
🕓 15 Minutes
Resources

Zapier

How Zapier's apps make your workflows even more powerful

Zapier's custom-built tools let you do things your other apps can't do. Use these apps in your workflows to do more with automation.

Zapier

Top Zapier Apps

Connect the apps you use everyday to automate your work and be more productive. 6,000+ apps and easy integrations - get started in minutes.

zapier

Zapier feature guides

In-depth guides on advanced Zapier use, including when, why, and how to use Zapier's built-in tools.


Speakers
Erika Satterfield
Senior Customer Success Manager
@ Zapier
Erika has been evangelizing Zapier since 2017 when she first learned about the power of APIs. Since then she's worked for Zapier Partners, Experts, and eventually the company itself starting in 2020. Her passions include being a self-professed automation nerd, customer empathy, and collaborating on creative solutions.
Documents & Links

PDF

Erika Satterfield: Session Deck

2.3 MB

🔌 Move into extraordinary: Do even more with Tables and Interfaces
📆 Friday, 29 Sep
🕓 3:15 AM – 3:45 AM (AEST)
🔌 Extend
See how Tables and Interfaces helps you go even further. Note: Join this session if you attended the previous session on Interfaces & Tables. Discover how to use Tables and Interfaces to unlock even more automation possibilities. One highlight: How to use AI within your interface.
If you attended the previous session on Interfaces & Tables and want more, this is the follow-up session for you.
Loading...
🕓 30 Minutes
Resources

Zapier

How to create a custom AI chatbot with Zapier Interfaces

Zapier Interfaces gives you the ability to create custom web pages and apps that can also pull in the power of GPT with a chatbot component. Learn how to create your own.

Zapier

How to create a customer support portal with Zapier Interfaces

Zapier Interfaces is an excellent way to build customer support portals or resource hubs that connect to thousands of apps, including Zapier Tables, to power your workflows.

Zapier

How to create a free offer download form with Zapier Interfaces

Zapier Interfaces lets you create custom forms (like free offer download forms) that connect with Zapier Tables so you can easily capture, delight, and follow up with leads. Get started!

Zapier

How to create a lead capture form with Zapier Interfaces

Zapier Interfaces lets you create custom lead capture forms that connect with Zapier Tables so you can easily capture and follow up with leads. Get started!

Zapier

Zapier Tables: A better way to store (and use) your data | Zapier

Your business isn't static, so your data shouldn't be either. Learn how you can use Zapier Tables, a no-code database tool that allows you to store, edit, share, and automate data—in one place.


Speakers
Luke Thomas
Director of New Products
@ Zapier
Luke Thomas is the Director of New Products at Zapier. He was the founding PM on Zapier Interfaces and Chatbot. Luke previously was the Founder/CEO of a VC-backed startup called Friday. Outside of work, Luke enjoys hanging out with his family and fully embraces suburban living.
Documents & Links

PDF

Luke Thomas: Session Deck

1.4 MB

🧲 Build customer trust and grow your business
📆 Friday, 29 Sep
🕓 3:15 AM – 3:45 AM (AEST)
🧲 Attract
Learn how to use automation to establish the type of relationships that you need to grow your business at every step of the customer journey. Whether it's providing an accurate quote, routing agreements for signatures, or ensuring timely fulfillment, your agreement processes can make or break customer trust. In this session, you’ll learn how automating upstream and downstream agreement processes can forge a positive relationship with your customers at every step in their journey.
Loading...
🕓 30 Minutes

Speakers
Michael Schwab
Senior Director, Partner Solutions
@ DocuSign
Michael has over 20 years of experience using eSignature, CLM and AI to create seamless solutions and accelerate the speed of doing business.
Documents & Links

PDF

Michael Schwab: Session Deck

1.1 MB

💡 The AI Journey: From interest to impact
📆 Friday, 29 Sep
🕓 3:15 AM – 3:45 AM (AEST)
💡 Innovate
Join SEO pro Danny Richman as he shares how he used AI to build an app to help with dyslexia. Get started with his AI tips and insights. Join SEO expert Danny Richman as he explores the impact of AI and shares how he built an app that helps with dyslexia. With a blend of personal insights and practical tips, the session will demystify AI and help attendees get started with popular tools like ChatGPT. Above all, the session will inspire participants to begin their own AI projects.
Loading...
🕓 30 Minutes
Resources

Zapier

How to automate ChatGPT

With ChatGPT and Zapier, you can use automated workflows—called Zaps—to streamline project management, content creation, and more!

Zapier

How to automate OpenAI

With OpenAI and Zapier, you can use automated workflows—called Zaps—to deliver real value across marketing, customer support, and even product management.

Zapier

How to create a custom AI chatbot with Zapier Interfaces

Zapier Interfaces gives you the ability to create custom web pages and apps that can also pull in the power of GPT with a chatbot component. Learn how to create your own.

Zapier

How to integrate ChatGPT with Microsoft Outlook

Learn how to connect Microsoft Outlook to ChatGPT to automatically respond to emails, retrieve tasks, and make sure company announcements don't get lost.

Zapier

How to use the Zapier ChatGPT plugin to write and send emails

Learn how to use the Zapier ChatGPT plugin to write and send emails directly from the ChatGPT interface—saving you time and boosting your productivity.


Speakers
Danny Richman
AI & SEO Consultant and Trainer
Danny is a business consultant, trainer & mentor. Currently solving problems using ML/AI.
Documents & Links

PDF

Danny Richman: Session Deck

7.1 MB

🔨 What should you automate next? How to uncover automation opportunities
📆 Friday, 29 Sep
🕓 3:45 AM – 4:00 AM (AEST)
🔨 Build
Learn how to identify processes ripe for automation. Get the steps and tools you need to turn cumbersome processes (that keep you from scaling your business) into streamlined systems.
Loading...
🕓 15 Minutes
Resources

Zapier

5 things you should automate today

Spend less time copying and pasting at work by setting up these Zapier workflows. Find out how automation can do your busywork.

Zapier

Automation is a habit—here's how to build it

Automation is a habit you have to build. It means regularly stepping back from your day-to-day workflow, spotting things that could be automated, then automating them.

Zapier

Not sure when to automate a task? Start here.

If you aren't used to automation, it can be daunting to think about how to use it to save time. Here's how Zapier superusers know when to automate a task.

Zapier

Simplify your business with the layer method

No matter the size of your company, things can sometimes feel out of control. Use this technique to simplify things and discover actionable steps to grow your business.

Zapier

Zapier examples: Ways to use automation at work

When you want to get more done and have more impact at work, automation can help. Get ideas on how to automate forms, notifications, email, customer support, and more.

Zapier

Zapier quick start guide for building apps

Your app can’t do everything. It shouldn’t. Despite every new feature request, the best thing is a clear focus on what makes your app unique. For everything else, there are Zapier integrations. Zapier is the most popular way to automate tasks through customized workflows with 6,000+ web apps. Using Zaps, what we call automated Zapier workflows, Zapier watches for new or updated data in connected apps, then use that data to do tasks in that or other connected apps. Zaps let your app rely on other best-in-class tools to do the extra things your users want, freeing your app to focus on its core features.


Speakers
David Leszcynski
Senior Technical Support Specialist
@ Zapier
I am an all-around techie with a focus on building workflows and automations to make life easier! Beyond work, I enjoy photography, gardening, and reading books.
Documents & Links

PDF

David Leszcynski: Session Deck

7.9 MB

🔌 This one’s for the devs: How to make the most of the Zapier platform
📆 Friday, 29 Sep
🕓 3:45 AM – 4:00 AM (AEST)
🔌 Extend
Learn how Zapier is improving its developer platform. Plus, get insights into new features that make it easier to build and maintain integrations. Such as improved debugging tools and better documentation—which make it easier for developers to build and maintain their integrations.
Loading...
🕓 15 Minutes
Resources

Zapier

Advanced webhooks automation with the Zapier Platform interface

Use the Zapier Platform UI to take webhooks even farther. The approachable graphical user interface allows you to create an "app" for more functionality.

Zapier

How Zapier works

Your app can’t do everything. It shouldn’t. Despite every new feature request, the best thing is a clear focus on what makes your app unique. For everything else, there are Zapier integrations. Zapier is the most popular way to automate tasks through customized workflows with 6,000+ web apps. Using Zaps, what we call automated Zapier workflows, Zapier watches for new or updated data in connected apps, then use that data to do tasks in that or other connected apps. Zaps let your app rely on other best-in-class tools to do the extra things your users want, freeing your app to focus on its core features.


Speakers
Lisa Chapello
Director, Product Management
@ Zapier
Lisa leads Product for our integration ecosystem, enabling our community of integration partners and third-party developers to create automation magic for our customers. She'd love to talk to you about developer communities, good physics reads, agriculture or trail running.
Documents & Links

PDF

Lisa Chapello: Session Deck

1.5 MB

🧲 Building customer centricity with a centralized RevOps team
📆 Friday, 29 Sep
🕓 3:45 AM – 4:00 AM (AEST)
🧲 Attract
Explore how to build systems that put customers first with a centralized RevOps team. That way, it's easier to improve your customer experience. Revenue Operations (RevOps) aligns sales, marketing, and customer success to drive revenue growth and boost customer experiences. Explore how to build systems that put customers first with a centralized RevOps team.
Loading...
🕓 15 Minutes
Zap Templates

Zapier

Automation Guide - AI Prompt, Send to HubSpot Email

Send a HubSpot email using AI, triggered from a HubSpot list

Zapier

Route HubSpot leads to Zendesk for Customer Support

Anytime a new contact is created in HubSpot, filter my data in Filter by Zapier and create ticket in Zendesk.

Zapier

High-intent PQL Leads Notification - Added User

Send a notification to Sales when a high intent product qualified lead comes in

Resources

Zapier

How Zapier's RevOps team automates lead management

Even the automation experts can use a process tune-up. Learn how Zapier's RevOps team overhauled internal lead management processes to grow revenue and support customers.

Zapier

RevOps best practices: How Zapier created a centralized revenue operations team

These RevOps best practices will help you centralize your work into one revenue operations team that supports an entire GTM department.


Speakers
Lindsay Rothlisberger
Director of Revenue Operations
@ Zapier
Lindsay leads Revenue Operations at Zapier, where she connects people, systems, and processes to make go-to-market programs successful. She’s worked in B2B marketing and operations for 15 years at both startups and large enterprises. This perspective has helped her find the right balance of process, simplicity, and speed in her approach to problem-solving. Lindsay loves the art and science of creating seamless customer experiences.
Documents & Links

PDF

Lindsay Rothlisberger: Session Deck

923.9 KB

💡 Get the answers you need: How to write effective prompts for AI chatbots
📆 Friday, 29 Sep
🕓 3:45 AM – 4:05 AM (AEST)
💡 Innovate
Explore the art of writing effective AI prompts. Learn about tone, natural language processing, and the importance of testing and iteration. To make chatbots truly effective, it's important to craft high-quality prompts that engage customers and accurately capture their needs. This session explores the art of writing effective prompts for AI chatbots. We'll cover topics such as tone and voice, use of natural language processing (NLP), and the importance of testing and iteration.
Loading...
🕓 20 Minutes
Resources

Zapier

6 ChatGPT prompts that will generate great sales emails

Here are six tried-and-tested ChatGPT prompts for sales emails that generated messages that are actually usable.

Zapier

How to write an effective GPT-3 or GPT-4 prompt

These tips will help you write an effective GPT-3 or GPT-4 prompt to get the output you're looking for from OpenAI.

Zapier

How to write effective AI art prompts

Learn about the structure of a good AI art prompt and, get some starting words and expressions you can use, and see some AI art prompt examples.


Speakers
Pete Huang
Co-Founder
@ The Neuron
Pete Huang is the creator of The Neuron, a leading publication about generative AI for modern businesses and professionals. Previously, Pete worked on revenue strategy for software startups like Airtable and WorkOS. He specializes in the intersection of technical developments and relevant takeaways for business minds.
📖 AI and entrepreneurship: Insights from OpenAI and Zapier
📆 Friday, 29 Sep
🕓 4:30 AM – 4:50 AM (AEST)
📖 Keynotes
Join Sam Altman, Co-founder and CEO of OpenAI, and Wade Foster, Co-founder and CEO of Zapier, for a fireside chat on entrepreneurship, AI, and how they’ll shape our future. They’ll discuss how AI will change the way we work and how it’s impacting how companies of the future will scale.
Loading...
🕓 20 Minutes
Resources

Zapier

AI at Zapier: How we use artificial intelligence to streamline work

Here are some of the top ways we're embracing and experimenting with AI at Zapier. Get ideas and inspiration for using AI in your work.

Zapier

How to automate ChatGPT

With ChatGPT and Zapier, you can use automated workflows—called Zaps—to streamline project management, content creation, and more!

Zapier

How to automate OpenAI

With OpenAI and Zapier, you can use automated workflows—called Zaps—to deliver real value across marketing, customer support, and even product management.

Zapier

How to effectively add AI to your Zapier workflows—in three simple steps

Are you looking to add an AI tool like ChatGPT or Jasper to your automations? Here's how to do it in Zapier in 3 easy steps.


Speakers
Sam Altman
CEO and Co-Founder
@ OpenAI
Sam Altman is the co-founder and CEO of OpenAI, the AI research and deployment company behind ChatGPT and DALL·E. Sam was president of the early-stage startup accelerator Y Combinator from 2014 to 2019. In 2015, Sam co-founded OpenAI as a nonprofit research lab with the mission to build general-purpose artificial intelligence that benefits all humanity. The company remains governed by the nonprofit and its original charter today.
Wade Foster
CEO and Co-Founder
@ Zapier
Wade Foster is the CEO and Co-Founder of Zapier—the leader in easy automation that makes it easier to automate workflows and move data across 5,000+ apps. He is an alumnus of Y Combinator and has degrees in industrial engineering and business administration from the University of Missouri-Columbia.
🧲 How to amplify the impact of your CRM with Zapier
📆 Friday, 29 Sep
🕓 5:00 AM – 5:15 AM (AEST)
🧲 Attract
Realize your CRM's full potential with automation. In this session, we'll talk about ways you can manage leads efficiently with automation.
Loading...
🕓 15 Minutes
Resources

Zapier

CRM automation to boost your team's productivity

CRMs can increase productivity, but keeping on top of changes can be a hassle. Use automation to make sure you and your team stay in sync.

Zapier

CRM integration: How to get the most out of your investment

Connecting your CRM with other tools helps keep your business on track. Learn how and why to set up integrations to help you succeed.

Zapier

From social media to your CRM: improve your lead management with automation

Acquiring leads is just the start. Learn how automation improves lead management between social media and your CRM.

Zapier

How to craft a winning CRM strategy in 8 steps (with examples)

A CRM strategy is a comprehensive plan that builds and maintains customer relationships to drive business growth and enhance customer satisfaction.

Zapier

The ultimate guide to CRM automation

See how Zapier's automated workflows can help you reduce your manual CRM work so you can spend more time closing deals.


Speakers
Dyan Meahl
Senior Sales Operations Specialist
@ Zapier
Dyan Meahl has been working as a Sales Operations Professional for seven years. She has a strong passion for creating new processes and learning new technologies.
Documents & Links

PDF

Dyan Meahl: Session Deck

2.7 MB

💡 Do more with AI: Streamline tasks with Zapier's ChatGPT plugin
📆 Friday, 29 Sep
🕓 5:00 AM – 5:15 AM (AEST)
💡 Innovate
You’ll learn how the Zapier ChatGPT plugin can be used to streamline your workflow and act as your personal Zapier assistant. Explore the Zapier ChatGPT plugin that merges 5,000+ apps with AI-driven chat functionality. You’ll learn how this plugin can be used to streamline your workflow and act as your personal Zapier assistant.
Loading...
🕓 15 Minutes
Resources

Zapier

6 ways to use the Zapier ChatGPT plugin

Discover the best ways to use the Zapier ChatGPT plugin so you can streamline your business practices with AI and automation.


Speakers
Reid Robinson
Lead Product Manager, AI
@ Zapier
Reid is a Lead Product Manager at Zapier responsible for AI projects including the ChatGPT Plugin and Zapier's Natural Language Actions API. He previously co-founded cocoNFT and managed Strategic Partnerships at both Zapier and Hootsuite. Outside of work, Reid enjoys playing board games, trying new food, and traveling with his family.
Documents & Links

PDF

Reid Robinson: Session Deck

1.3 MB

🔨 How to move faster: Mastering multi-step Zaps
📆 Friday, 29 Sep
🕓 5:00 AM – 5:30 AM (AEST)
🔨 Build
Learn how to use filters and multi-step Zaps to fine-tune workflows. Plus, get insights on how to troubleshoot common issues. Change your automation game with multi-step Zaps. Create more complex workflows that take several tasks off your to-do list at once. Join this session and learn how to use filters to fine-tune workflows and troubleshoot common issues.
Loading...
🕓 30 Minutes
Zap Templates

Zapier

ZapConnect Demo - Move faster with multi-step Zaps

Anytime a new conversation is created in Intercom, format the date and create a Zendesk ticket or slack message based on the contents of the message.

Resources

Zapier

How to get different results with one Zap

Filters, Paths, and Lookup Tables let you customize your automation to accomplish different tasks based on rules you set.

Zapier

How to get the most out of Zapier search steps

Learn how to use search steps within Zapier to automatically update existing data, check for duplicate information, and even create new records in your favorite apps.

Zapier

Maximize your productivity with multi-step Zaps

Once you start automating your work, it's easy to see other tasks the computers could handle. Use Zapier to create automated systems that mirror your complex processes.

community.zapier.com

When to Setup a Multi-Step Zap

This article is for you if; You’re new to Zapier and looking for guidance You’re looking to make more complex Zaps You’re simply curious and want to learn all there is to know about Zaps​​​​​​ ​​​​​​TL;DR: Multi-step Zaps are helpful tools when automating complex tasks by gathering information from...


Speakers
Pari Nahata
Senior Product Manager
@ Zapier
Pari (aka Pratishtha) is a Senior Product Manager at Zapier, based in Melbourne, Australia. She's on a mission to turn the complex to simple, engage in delightful conversations with customers, and embark on thrilling idea jams. When not conquering the product realm, you'll find her painting, improvising, and making the most of Melbourne's brunch scene.
Documents & Links

PDF

Pari Nahata: Session Deck

1 MB

🔌 [New feature] How to customize your Zap actions with App Extensions
📆 Friday, 29 Sep
🕓 5:00 AM – 5:30 AM (AEST)
🔌 Extend
Learn how to use one of our newest beta features, App Extensions, which makes it easier to create custom actions for public apps. As one of our newest beta features, App Extensions makes it easier for you to create custom actions for public apps. Discover how to use App Extensions and the new AI assistant to create even more custom and personal Zaps.
Loading...
🕓 30 Minutes

Speakers
Lisa Orr
Senior Product Manager
@ Zapier
Serving as a Senior Product Manager at Zapier, Lisa focuses on the development of App Extensions, drawing upon her wide-ranging experience in healthcare technology, marketing automation, and government technology. Involved in continuous discovery since 2020, her data science knowledge and research skills complement her product management expertise. Lisa holds a Ph.D. from the University of St. Andrews.
Documents & Links

PDF

Lisa Orr: Session Deck

1.7 MB

🧲 The do’s and don'ts of marketing automation
📆 Friday, 29 Sep
🕓 5:15 AM – 5:30 AM (AEST)
🧲 Attract
Successful marketing automation requires careful planning and strategic execution, and a deep understanding of best practices. Get insights that will help you find, nurture, and win more leads. Explore the do's and don'ts of marketing automation so you can find, nurture, and win more leads.
Loading...
🕓 15 Minutes
Resources

Zapier

4 marketing automation ideas for better post-purchase engagement

Keep your customer engaged with post-purchase marketing automation. Here are several examples of marketing automation to use after someone has converted.

Zapier

4 ways to automate your marketing operations and processes

From lead management to internal communication, here are the top ways marketers use automation to save time, improve data accuracy, and stay organized.

Zapier

6 marketing automation examples for nurturing leads

If you want to nurture leads and increase your conversion rate, marketing automations help you leverage data to work smarter. Here's what you need to know to get started.

Zapier

Benchmark report: The ROI of marketing automation

Learn how marketers like you are using automation for personal and professional gain—and how you can start using automation to trim your to-do list.

Zapier

Grow your business with marketing automation

Learn four strategies to bring automation into your marketing, from advertising to email, to help grow your business and connect with customers.


Speakers
Lena Yue
Manager, Marketing Operations
@ Zapier
Lena manages the marketing operations team at Zapier, where her team’s mission is to connect people, systems, and processes to make marketing easy and effective. With experience in multiple industries, she hopes to use her background to find an equilibrium of simplicity, speed, and scale. Lena is based in Washington, D.C. where she enjoys biking in the city, finding new coffee shops, and avoiding the presidential motorcade.
Documents & Links

PDF

Lena Yue: Session Deck

2.3 MB

💡 Supercharge your Zaps with Code Steps and AI
📆 Friday, 29 Sep
🕓 5:15 AM – 5:30 AM (AEST)
💡 Innovate
Learn to create custom and creative Zaps with AI for Code Steps. That way, you can build more powerful and flexible workflows. This new feature uses AI to turn basic prompts into code snippets. From there, you can build more powerful and flexible ways to automate with Zapier.
Loading...
🕓 15 Minutes
Zap Templates

Zapier

Recipe Zap

Use AI to help make something for dinner! Anytime a new ingredient is added to a Coda table, use an AI Code Step to fetch a recipe using the ingredient, and send it directly to your email.

Zapier

Email Bot

When I receive a new email, use an AI Code Step to check whether the email is a valid Zapier email address, and send a Slack message to my team's channel.

Resources

Zapier

Code by Zapier: How to add customizable triggers and actions to your Zaps

If you want to customize your triggers and actions, try adding a code step to your Zaps. Do more with automation with Code by Zapier.


Speakers
Maggie Cody
Frontend Engineer
@ Zapier
Maggie Cody is a frontend engineer on the Editor team at Zapier. Driven by her passion for creative problem-solving, she consistently strives to develop clean, accessible, and intuitive features that leave a lasting impression on users. Maggie joined Zapier in 2022 and is located in Golden, Colorado.
Ruchira Kulkarni
Product Manager
@ Zapier
Hello! 👋 My name is Ruchira, and I'm a Product Manager at Zapier, located in Seattle. I'm passionate about leveraging automation to simplify lives, especially for non-coders. I'm excited to share our work on generating code effortlessly using AI!
Documents & Links

PDF

Code Steps and AI: Session Deck

1.6 MB

🔨 How to build multi-tasking Zaps with Paths
📆 Friday, 29 Sep
🕓 5:30 AM – 5:45 AM (AEST)
🔨 Build
Say hello to endless Zap possibilities! In this session, we'll show you how to add custom logic to your workflows so you can automate different actions based on conditions you choose.
Loading...
🕓 15 Minutes
Zap Templates

Zapier

ZapConnect 2023 - Use Case #1

Anytime a new lead is created in Facebook Lead Ads, create record in Zapier Tables, and conditionally handle the new lead using Paths by Zapier.

Zapier

ZapConnect 2023 - Use-case #2

Demonstrate how Paths by Zapier can include both inclusive and exclusive branching rules.

Zapier

ZapConnect 2023 - Use-case #3

Demonstrates how to nest Paths by Zapier

Resources

zapier.com

Build conditional workflows with Paths

Zapier’s built-in tool lets you add multiple outcomes to one Zap, so you can automate anything you imagine.

Zapier

How to get different results with one Zap

Filters, Paths, and Lookup Tables let you customize your automation to accomplish different tasks based on rules you set.


Speakers
Caleb Peterson
Senior Frontend Engineer
@ Zapier
I'm a husband, father of four, and software engineer with over two decades of experience building user-centered software.
I build people-centric systems which empower, and delight, rather than technology-centric solutions which dehumanize.
Soli Deo Gloria.
Documents & Links

PDF

Caleb Peterson: Session Deck

3.9 MB

💡 Build your AI tech stack: How to streamline operations and drive growth with AI and Zapier
📆 Friday, 29 Sep
🕓 5:30 AM – 5:45 AM (AEST)
💡 Innovate
Say hello to optimized workflows! Join this session to see how to embed AI into your tech stack and supercharge it with Zapier. We'll discuss how to use AI to optimize your workflow, automate routine tasks, and deliver personalized customer experiences
Loading...
🕓 15 Minutes
Resources

Zapier

6 ways to use the Zapier ChatGPT plugin

Discover the best ways to use the Zapier ChatGPT plugin so you can streamline your business practices with AI and automation.

Zapier

How to automate ChatGPT

With ChatGPT and Zapier, you can use automated workflows—called Zaps—to streamline project management, content creation, and more!

Zapier

How to automate OpenAI

With OpenAI and Zapier, you can use automated workflows—called Zaps—to deliver real value across marketing, customer support, and even product management.

Zapier

How to effectively add AI to your Zapier workflows—in three simple steps

Are you looking to add an AI tool like ChatGPT or Jasper to your automations? Here's how to do it in Zapier in 3 easy steps.

Zapier

How to use OpenAI's GPT to write business emails

Connect OpenAI to Gmail with automation to streamline content creation. Here's how to use Zapier to write business emails with OpenAI's GPT.


Speakers
Owen Colwell
Go-To-Market Automation & AI Expert
Owen Colwell is the Vice President of Growth at POSH, a dynamic live experience management platform headquartered in New York City. Leveraging his expertise in no-code tools and AI, Owen has revolutionized the growth team's workflows, leading to remarkable results. By automating various processes and maintaining a lean team, he has spearheaded a revenue increase of over 700%. Owen's innovative approach extends from end-user support to outbound sales, utilizing automation and AI at every step.
Documents & Links

PDF

Owen Colwell: Session Deck

3.4 MB

🔌 How to connect apps with Webhooks
📆 Friday, 29 Sep
🕓 5:30 AM – 6:00 AM (AEST)
🔌 Extend
In this session, we'll look at how you can use Webhooks to send and receive information using apps that don't currently integrate with Zapier.
Loading...
🕓 30 Minutes
Zap Templates

Zapier

How to Connect Apps to Webhooks Demo #1

The first demo for the How to Connect Apps to Webhooks presentation at ZapConnect 2023. In this Zap, we'll use a webhook to watch an app's URL for new instances, go back to the app for additional inf...

Zapier

How to Connect Apps to Webhooks Demo #2

The second demo for the How to Connect Apps to Webhooks presentation at ZapConnect 2023. In this Zap, we connect to an app (Apple's Shortcuts) via Webhooks. We use the Delay app to delay for a specif...

Resources

Zapier

Advanced webhooks automation with the Zapier Platform interface

Use the Zapier Platform UI to take webhooks even farther. The approachable graphical user interface allows you to create an "app" for more functionality.

Zapier

What are webhooks?

You might have seen webhooks mentioned in your apps' settings and wondered if they're something you should use. The answer, in a nutshell, is probably yes. Webhooks are one way that apps can send automated messages or information to other apps. It's how PayPal tells your accounting app when your...


Speakers
Laurie Rauch
Backend Engineer
@ Zapier
A life-long educator, Laurie is committed to helping people approach technology in a fun and easy to understand way. At Zapier, she has written blog and community posts, hosted webinars for users, and trained new Zapiens to provide technical support. She's currently a Backend Engineer, working on our app integrations. When she’s not finding creative ways to use Zapier, she’s probably watching entirely too much TV, immersed in a good book, or going on long walks with her dog, Oscar.
Documents & Links

PDF

Laurie Rauch: Session Deck

682.5 KB

🧲 Increase sales: 10 ways to personalize the customer experience
📆 Friday, 29 Sep
🕓 5:30 AM – 6:00 AM (AEST)
🧲 Attract
In this session, we'll explore how you can personalize your customer experience across touchpoints and channels to drive revenue growth. When you deliver tailored experiences, you enhance customer satisfaction, foster loyalty, and drive revenue growth. In this session, we'll explore how you can personalize your customer experience across touchpoints and channels.
Loading...
🕓 30 Minutes
Zap Templates

Zapier

Enrich HubSpot Contact / Company Information with Clearbit Data

Anytime I get a new form submission in HubSpot, find a company by domain in Clearbit, and create or update HubSpot Contact and Company with the company information obtained from Clearbit.

Zapier

Enrich HubSpot with Company Information from Calendly Bookings

Anytime a new booking is scheduled in Calendly, ask ChatGPT to give me some possible information about the company, and add that information as a contact "Note" in HubSpot for my Sales rep.

Zapier

HubSpot to LinkedIn Ads

Anytime a contact recently created or updated is created in HubSpot, add contact to audience in LinkedIn Ads.

Zapier

Webhook to ChatGPT & Gmail

Anytime I receive a new lead, ask ChatGPT how my company might help this user based on the information they have provided, and create a draft in Gmail for my review.

Zapier

Send New NPS Comments to Productboard and Slack

Any time I receive a new NPS rating that has a comment, send the comment to Productboard to record and to Slack to alert the team.

Zapier

Send Recording to OpenAI for Transcription

Anytime a new recording is created, create a transcription in OpenAI, and add the transcript as a note in Productboard.

Zapier

Zapier Tables to Mailchimp

Anytime a trigger zap button clicked is created in Zapier Tables, find a campaign in Mailchimp and send campaign in Mailchimp.

Resources

Zapier

3 ways to automate your sales

With Zapier, you can automate work (and share information) across apps. Discover the top ways sales teams use automation to stay organized, save time, and keep databases up to date.

Zapier

6 ChatGPT prompts that will generate great sales emails

Here are six tried-and-tested ChatGPT prompts for sales emails that generated messages that are actually usable.

Zapier

How to build a lead generation funnel

The steps to build a lead generation funnel include finding your target customers, creating content, and engaging leads with email marketing.

Zapier

How to use personalized sales pitches to convert clients and sell more

It's not enough to just be great at what you do if you want to be successful as a small business owner or independent worker: you need to convince others that they should hire you. Here's how to do it.


Speakers
Nikki Bown
Product Operations Manager
@ Zapier
Nikki Bown is a Product Operations Manager at Zapier focusing on the Voice of Customer program. At Zapier, she rolled out a continuous NPS program and works to tie user feedback to product roadmaps. She also works to bring Product and Go To Market teams closer together with Zapier’s Product Enablement program. She is customer-obsessed, delighted by data, and loves seeing Product teams bring innovative new features to life.
Documents & Links

File upload

Nikki Bown: Session Video

1.9 MB

🧲 Bridge the gap between marketing and sales with automation
📆 Friday, 29 Sep
🕓 6:00 AM – 6:20 AM (AEST)
🧲 Attract
Learn how Zapier can connect disparate platforms and ensure the most important data is shared quickly and accurately between your teams. Marketing and sales teams live parallel lives. Marketers have trouble understanding whether leads they're creating convert to sales opportunities, and sellers spend too much time hunting for the insights that help them sell better. In this session, learn how Zapier can connect disparate platforms and ensure the most important data is shared quickly and accurately between your teams.
Loading...
🕓 20 Minutes
Zap Templates

Zapier

Send offline conversions to Google Ads

Send offline conversion data to Google Ads via a webhook.

Zapier

Share opportunity data when sales stage is updated

Alert your team when the stage is updated for a sales opportunity in Salesforce. This Zap will trigger a Slack notification when it detects an opportunity is not already in storage.

Resources

Zapier

4 ways marketers can automate data analytics

Learn how to use Zapier's automated workflows to connect lead data, customer touchpoints, and analytics tools—organizing your data so you can turn it into actionable insight.

Zapier

5 ways to analyze lead gen efforts and drive conversions

Using lead generation metrics and other feedback loops can help you refine your strategy and close more deals. Here's how.

Zapier

How this marketing company tracks lead data for clients in real time

Discover how Sixth City Marketing uses automation to keep data up-to-date for client check-in calls at a moment's notice.

Zapier

How to use marketing channel data to grow your business

Do you know what marketing campaigns generate most of your leads and customers? Learn how attribution tracking can help you evaluate efforts and grow your business.


Speakers
Matt Grebow
Enterprise Marketing
@ ServiceTitan
Matt leads the enterprise marketing program at ServiceTitan. ServiceTitan is a cloud-based software platform built to power trades businesses. The company’s end-to-end solution gives contractors the tools they need to run and grow their business, manage their back office, and provide a stellar customer experience.
Documents & Links

PDF

Matt Grebow: Session Deck

1.4 MB

🔨 How to combine Zapier and AI to scale your business
📆 Friday, 29 Sep
🕓 6:00 AM – 6:30 AM (AEST)
🔨 Build
Accelerate your way to success with AI and automation. This session will showcase three different ways you can automate OpenAI's GPT-4 with Zapier—specifically, how to increase sales and improve customer satisfaction in a way that scales.
Loading...
🕓 30 Minutes
Resources

Zapier

6 ways to use the Zapier ChatGPT plugin

Discover the best ways to use the Zapier ChatGPT plugin so you can streamline your business practices with AI and automation.

Zapier

How to automate ChatGPT

With ChatGPT and Zapier, you can use automated workflows—called Zaps—to streamline project management, content creation, and more!

Zapier

How to automate OpenAI

With OpenAI and Zapier, you can use automated workflows—called Zaps—to deliver real value across marketing, customer support, and even product management.

Zapier

How to effectively add AI to your Zapier workflows—in three simple steps

Are you looking to add an AI tool like ChatGPT or Jasper to your automations? Here's how to do it in Zapier in 3 easy steps.

Zapier

How to write sales emails with OpenAI and Zapier

Spending too much time writing cold sales emails that don't convert? Learn how to personalize your sales emails in less time using OpenAI, Zapier, and your CRM tool.


Speakers
Reid Robinson
Lead Product Manager, AI
@ Zapier
Reid is a Lead Product Manager at Zapier responsible for AI projects including the ChatGPT Plugin and Zapier's Natural Language Actions API. He previously co-founded cocoNFT and managed Strategic Partnerships at both Zapier and Hootsuite. Outside of work, Reid enjoys playing board games, trying new food, and traveling with his family.
Documents & Links

PDF

Reid Robinson: Session Deck

5.4 MB

🔌 Seamless app integration: How to build with Zapier's Partner API
📆 Friday, 29 Sep
🕓 6:00 AM – 6:30 AM (AEST)
🔌 Extend
Want to customize how your customers access Zapier on your site without sacrificing your app’s look, feel, and flow? This session will show you how to use the Partner API to help your customers discover automation possibilities—without ever leaving your app.
Loading...
🕓 30 Minutes
Resources

Zapier

A deep-dive into Zapier's Partner API: The ultimate embedding experience

Have a Zapier integration? Use Zapier's Partner API to show your customers how to easily connect their favorite tools with your app.

Zapier

Partner API

The Partner API is the best tool for complete style control over a user’s Zapier experience within your app. Essentially, it lets you customize how you present Zapier within your product without sacrificing your app’s look, feel, and flow. Think of it as a native Zapier integration, helping you showcase your best Zapier-powered workflows where it’s most helpful to your users (within the flow of your tool). You can customize styling, streamline Zap set-up for users, expose relevant Zap information, and more!

Zapier

Zapier's partner solutions: an end-to-end user experience

Have a Zapier integration? Learn how you can create an end-to-end automation experience for your users inside your product.


Speakers
Michelle Chu
Solutions Engineer
@ Zapier
Hi! I'm a Solutions Engineer with over 5 years of experience building integrations and helping Partners integrate with Zapier. I work with our top partners to implement end-to-end solutions that best fit our mutual users' needs.
Ryan Powell
Senior Product Manager
@ Zapier
Ryan Powell is a seasoned Senior Product Manager at Zapier, where he has led platform projects for nearly four years, demonstrating expertise in platform products, APIs, and product management. Prior to Zapier, Ryan held senior PM roles at Sprout Social, Arrive, and Prescient, and spent seven years in technology consulting, serving multinational companies and government agencies.
Documents & Links

File upload

Zapier's Partner API: Session Deck

3 MB

💡 AI for marketing: Build a public relations assistant
📆 Friday, 29 Sep
🕓 6:00 AM – 6:30 AM (AEST)
💡 Innovate
Learn how to build AI bots that generate press releases, assess situational brand risks, and give press pitch feedback. Discover how you can build your own AI bots that automatically generate press releases, assess situational brand risks, get feedback on your press pitches, and more.
Loading...
🕓 30 Minutes
Resources

Zapier

AI Bots for Communication Pros


Speakers
Carly Moulton
Head of Community Marketing
@ Zapier
Carly is the Head of Community Marketing at Zapier. She previously led the Communications team, which included PR, Social Media, Influencer Marketing, and Customer Advocacy.
🔨🔌🧲💡 New features deep dive: A Q&A with Zapier's Product team
📆 Friday, 29 Sep
🕓 6:30 AM – 7:00 AM (AEST)
🔨 Build
🔌 Extend
🧲 Attract
💡 Innovate
Ask your questions and get your answers. Learn about the new Zapier features and integrations through this interactive Q&A session with Zapier's Product team.
Loading...
🕓 30 Minutes

Speakers
Amanda Baker
Senior Product Manager
@ Zapier
Amanda is a Senior Product Manager at Zapier, where she works with a team of talented engineers and designers to build new products. She has worked in theater, renewable energy, GovTech, and the start-up world. She lives in Sun Prairie, WI with her dog, cat, and husband.
Steph Kley
Senior Product Manager
@ Zapier
Steph Kley is a Senior Product Manager at Zapier within the New Products group. She is a member of the Zapier Interfaces team where she leads AI Chatbot initiatives. Based in Philadelphia, Steph enjoys spending time with her family and dog, wandering outdoors, and dabbling in various art classes.
Noah Manger
Group Product Manager
@ Zapier
Noah is a Group Product Manager at Zapier, working with the teams that own the Zap editor and the infrastructure that runs Zaps. Noah is passionate about delivering features that empower Zapier's customers to build more powerful and reliable Zaps that help them take their business to new heights. He lives in Portland, Oregon with his partner and two adorable dogs.
Taylor Pratt
Group Product Manager
@ Zapier
Taylor Pratt is a Group Product Manager for Zapier’s Integration Platform. Taylor has over a decade of SaaS product management experience and resides in Pittsburgh, PA.
Jane Zhang
Product Marketing Manager
@ Zapier
Jane Zhang is a Product Marketing Manager at Zapier, where she leads product launches for our core product and AI program. Prior to Zapier, Jane co-founded an EdTech startup and led product marketing for early-stage software companies. Jane hosts a food sustainability podcast and lives in Boston.
🔨🔌🧲💡 AI-driven growth: How you can use AI to reach new heights
📆 Friday, 29 Sep
🕓 6:30 AM – 7:10 AM (AEST)
🔨 Build
🔌 Extend
🧲 Attract
💡 Innovate
Hear from AI enthusiasts who are excited to talk about how AI can accelerate your marketing and make selling way more personal. AI is a game-changer. But it can be hard to tell what’s hype and what’s actionable. In this session, we’ll discuss how it's transforming the way companies grow while changing customer expectations. Plus, we’ll show how AI can accelerate your marketing and personalize your sales efforts.
Loading...
🕓 30 Minutes

Speakers
Kipp Bodnar
CMO
@ HubSpot
Kipp Bodnar is the Chief Marketing Officer of HubSpot, the #1 CRM platform for scaling companies, where he sets HubSpot’s global marketing strategy to drive awareness and demand for HubSpot’s products.
Prior to his role as CMO, Kipp served as Vice President of Marketing at HubSpot, overseeing all demand generation activity worldwide, building out the EMEA and APAC marketing teams, and managing HubSpot’s field marketing, localization, strategic partnerships, and social media efforts.
Kipp serves as a marketing advisor for SaaS companies including SimplyMeasured, InsightSquared and Guidebook. He is also the co-author of “The B2B Social Media Book: Become a Marketing Superstar by Generating Leads with Blogging, LinkedIn, Twitter, Facebook, Email, and More.” Kipp is an industry-leading speaker and blogger and holds a BA in Journalism from Marshall University.
Kieran Flanagan
CMO
@ Zapier
Kieran Flanagan has a proven track record in helping scale-up businesses, from start-ups to enterprise-level, grow their traffic, users, and revenue. Kieran currently works as the CMO for Zapier, responsible for marketing and the self-serve business.
Before that, he was the SVP of Marketing at HubSpot, where he helped the business grow internationally, move to a product-led business, quadrupled its marketing demand, and built out its media team, including the acquisition of 'The Hustle.'
He is also an advisor and investor in early-stage companies and hosts the popular business podcast - Marketing Against the Grain.
May Habib
CEO and Co-Founder
@ Writer
May Habib is CEO and co-founder of Writer, a generative AI platform for the enterprise. With proprietary foundation models and a customizable application layer, Writer supports generative AI use cases across marketing, support, product, HR, and more.
Made with