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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 -

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

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

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

We've been evaluating and integrating software for the past decade.Tell us your needs—we'll give you your stack.Then let us automate the rest.

Whether you're looking to connect a lengthy application form or a simple website inquiry form to Copper, here are 3 tips that can help you save some time.

CRM Automated Email Sequencing (Communicate) Video posted on Aug 15, 2020 -

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

For teams of all sizes who are looking to automate their quote, proposal, or contract process (with eSignature and payment support). For Mid-Market + Enterprise teams looking to send secure financial contracts.

For teams of all sizes who are looking to automate their quote, proposal, or contract process (with eSignature and payment support). For enterprises teams looking for more advanced document eSignature and contract software.

Learn the difference between Native and Custom Copper integrations, then keep reading to see our top 5 Copper Integrations for 2024.

Every recommendation Efficient App made, we have implemented. The admin and superintendents are thrilled with Copper.

Get through your inbox 2x as fast (for teams of all sizes). Clean up your inbox in minutes: bulk unsubscribe from newsletters, automate your emails with AI, block cold emails, and view your analytics. Fully open-source.

Outlook is an email client and calendar for companies and individuals built by Microsoft Clean up your inbox in minutes: bulk unsubscribe from newsletters, automate your emails with AI, block cold emails, and view your analytics. Fully open-source.

Happy with efficient app? Leave us a review!

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY. Clean up your inbox in minutes: bulk unsubscribe from newsletters, automate your emails with AI, block cold emails, and view your analytics. Fully open-source.

Inbox Zero Review 2025 (Email): Is Inbox Zero worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps. Clean up your inbox in minutes: bulk unsubscribe from newsletters, automate your emails with AI, block cold emails, and view your analytics. Fully open-source.

Open scheduling infrastructure for everyone. A simple calendar scheduling tool with a solid API for teams of all sizes.

If you relate emails and activities automatically, you can't have automatic tracking of communication along with automatic filtering out of communication. Maybe eventually this type of thing will be possible with AI improvements.

Top 2 Form Software & Tools in 2025 - Best Form software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Form software alternative is best for your team in 2024?

Top 6 Automation Software & Tools in 2025 - Best Automation software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Automation software alternative is best for your team in 2024?

Top 6 Time Tracking Software & Tools in 2025 - Best Time Tracking software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Time Tracking software alternative is best for your team in 2024?

Secure business email, that makes it easier to stay on top of the work that matters (for teams of all sizes). Clean up your inbox in minutes: bulk unsubscribe from newsletters, automate your emails with AI, block cold emails, and view your analytics. Fully open-source.

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.

In this article you'll get the answers to our most frequently asked questions. Skip to the end of an article to apply for a Complimentary 30-Minute Efficiency Audit for your company.

"Efficient App has built one of the most streamlined CRM processes that I've ever seen!" (Saba Karim - Techstars) | Thinking about leveraging Efficient App to make Copper CRM work for you? See what our clients have to say!

The 6 Best Notion Mail Alternatives in 2025 - comparisons, reviews, promo codes, and unfiltered thoughts.

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

DocuSign Review 2025 (Proposal & eSignature): Is DocuSign worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Luma Review 2025 (Event Management): Is Luma worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 3 Website Builder Software & Tools in 2025 - Best Website Builder software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Website Builder software alternative is best for your team in 2024?

The 8 Best TidyCal Alternatives in 2025 - comparisons, reviews, promo codes, and unfiltered thoughts.

PandaDoc Review 2025 (Proposal & eSignature): Is PandaDoc worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Make Review 2025 (Automation): Is Make worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The 6 Best Superhuman Alternatives in 2025 - comparisons, reviews, promo codes, and unfiltered thoughts.

OpenAI Review 2025 (AI): Is OpenAI worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The 8 Best SavvyCal Alternatives in 2025 - comparisons, reviews, promo codes, and unfiltered thoughts.

For Mid-Market + Enterprise teams looking to send secure financial contracts. For enterprises teams looking for more advanced document eSignature and contract software.

Open scheduling infrastructure for everyone. The simplest way to book and schedule meetings.

Zapier Review 2025 (Automation): Is Zapier worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Open scheduling infrastructure for everyone. The modern way to find a time to meet.

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. The automated CX platform that delights customers, empowers your team, and drives your business forward.

The 8 Best Calendly Alternatives in 2025 - comparisons, reviews, promo codes, and unfiltered thoughts.

Open scheduling infrastructure for everyone. A calendar for personal/family events and tasks.

Open scheduling infrastructure for everyone. Lightening fast (keyboard shortcut-focused) calendar for individuals.

The 8 Best Chili Piper Alternatives in 2025 - comparisons, reviews, promo codes, and unfiltered thoughts.

All the software that we have integrated and automated. CRM + Project Management + Help Desk + Database + eSignature + More...

The spend management platform for mid-size teams (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). The spend management platform for small and mid-size teams (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement).

Open scheduling infrastructure for everyone. Conversion-focused meeting scheduler for enterprise sales teams.