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In today’s episode of Analysis Paralysis, I'm talking with Nathan Lee, not related to the prior episode guest, Jon Lee. Nathan is an up and coming podcaster that loves automation and is working on a new podcast series built around Zapier and automation. We discuss why Zapier is such a great tool for those looking to get into automation for their business. If you are unfamiliar with Zapier or looking to get more involved with automation, this is a great episode for you!

We get questions around automation a lot. Some companies want dive deep into automation too early, while with others — it's clear they should have added automation to their business a long time ago. Here are four signs it's time to automate and two signs that it's better to hold off.

Everything We Automate In Our Business Pt. 1 (Outfunnel + Copper + Webflow) Video posted on Oct 26, 2022 -

Everything We Automate In Our Business Pt. 3 (Divvy + QuickBooks Online Integration) Video posted on Nov 08, 2022 -

Everything We Automate In Our Business Pt. 2 (Asana + Help Scout + Harvest Integration) Video posted on Nov 04, 2022 -

Business Process Automation: 4 Signs It's Time To Automate (& When Not To) Video posted on Sep 14, 2022 -

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

Folk + Zapier Integration—Automate the creation of contacts in Folk from a myriad of software tools with Zapier & Automate the creation of contacts in your CRM when action is taken in other software

HubSpot + Outfunnel Integration—Send automated emails straight from HubSpot & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Airtable + Outfunnel Integration—Send automated emails straight from Airtable & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Outfunnel (Integration & Data Sync)—Our unfiltered thoughts (Outfunnel review), versus comparisons, alternatives, referral promo codes, top integrations, videos, and more.

Copper + Outfunnel Integration—Send automated emails straight from Copper & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Copper + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Airtable + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Airtable + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Outfunnel Integration—Send automated emails straight from Salesforce & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Pipedrive + Outfunnel Integration—Send automated emails straight from Pipedrive & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

HubSpot + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Pipedrive + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Pipedrive + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again

Salesforce + Surfe Integration—Easily add LinkedIn Contacts and conversations to Salesforce without ever leaving LinkedIn & Track leads and conversations in Salesforce without ever leaving LinkedIn

Pipedrive + Surfe Integration—Easily add LinkedIn Contacts and conversations to Pipedrive without ever leaving LinkedIn & Track leads and conversations in Pipedrive without ever leaving LinkedIn

Notion + Xero Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

Copper + Surfe Integration—Easily add LinkedIn Contacts and conversations to Copper without ever leaving LinkedIn & Track leads and conversations in Copper without ever leaving LinkedIn

HubSpot + Surfe Integration—Easily add LinkedIn Contacts and conversations to Hubspot CRM without ever leaving LinkedIn & Track leads and conversations in Hubspot CRM without ever leaving LinkedIn

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

Copper + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Copper + Superhuman Integration—Have emails sent from Superhuman automatically tracked and logged within Copper & Never worry about losing email communications again

Notion + QuickBooks Online Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

Pipedrive + Airtable Integration—An extension of Pipedrive using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

HubSpot + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Hubspot & Ensure potential and future customers get the perfect email at the time it's intended

HubSpot + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Salesforce + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Pipedrive + PandaDoc Integration—Automatically populate & send proposals from Pipedrive & Save time, reduce friction, and deliver secure proposals from Pipedrive effortlessly

Copper + Webflow Integration—Automatically add leads to Copper, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Airtable + Slack Integration—Notify your team in Slack of any important changes in Airtable & Help your team stay on top of when they are needed in Airtable

Airtable + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Airtable & Ensure contacts in your lists get the perfect email at the time it's intended

Airtable + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Copper + Asana Integration—Automatically trigger an Asana project template or task straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Copper + Communicate Integration—Automatically send transactional emails in each stage of your pipeline & Send personalized emails automatically without an unsubscribe link

Airtable + Motion Integration—Automatically trigger the creation of Motion tasks straight from Airtable & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

Salesforce + Asana Integration—Automatically trigger an Asana project template or task straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Copper + Motion Integration—Automatically trigger the creation of Motion tasks straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Salesforce + Slack Integration—Notify your team in Slack of any important changes in Salesforce & Help your team take action more quickly when connecting with leads and customers

Airtable + Webflow Integration—Automatically add leads to Airtable, store all customer data in one place & Reduce manual data entry, improve reporting, save time

Airtable + PandaDoc Integration—Automatically populate & send proposals straight from Airtable & Save time and deliver secure proposals from Airtable effortlessly

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

HubSpot + PandaDoc Integration—Automatically populate & send proposals from HubSpot & Save time, reduce friction, and deliver secure proposals from HubSpot effortlessly

Airtable + Luma Integration—Attendees registration details and event details sent straight to Airtable & Save time, stay organized, and have your team automatically follow-up post event

Pipedrive + Motion Integration—Automatically trigger the creation of Motion tasks straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Salesforce + Webflow Integration—Automatically add leads to Salesforce, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Pipedrive + Asana Integration—Automatically trigger an Asana project template or task straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Copper + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Copper & Ensure potential and future customers get the perfect email at the time it's intended