Setting Up Your Zapier Folder for Onboarding
Introduction
This guide outlines the process of preparing your Zapier folder during the onboarding call. The steps will help you set up a framework that simplifies the creation of Zaps in the future. By the end of this guide, you will have a well-organized folder structure ready for your client’s specific needs.
Step-by-Step Instructions
Logging into Zapier
To begin, log into your Zapier account that is linked to Clever.
Creating a New Folder
Navigate to the shared folders and click the plus sign to create a new folder.
Naming the Folder
Input the new client’s name as the folder name. If the client may require multiple services, use the main client name.
Creating Subfolders for Services
Within the new client folder, create additional folders for specific services, such as 'Windows'.
Organizing Services by Type
If the client has multiple services, organize them by type, for example, creating folders for 'Bath and Siding' as well.
Duplicating the Template Folder
Navigate to the new client folder and duplicate the template folder, which contains various Zaps needed for the client.
Selecting and Duplicating Necessary Zaps
One by one, select the Zaps you need, such as 'ClickFunnels to lead sheet' and 'Facebook to CRM', and hit duplicate.
Moving Duplicated Zaps to the New Folder
After duplicating, select all duplicated Zaps (which will have 'copy' in their names), click on the dropdown, and choose 'Move to folder'. Select the new folder created earlier.
Identifying Required Zaps Based on Client Setup
Review which Zaps are necessary based on the client's setup, such as if they require email marketing integration.
Considering Email and CRM Zaps
If clients request email Zaps, be prepared to create those as well. Always consider the CRM used by the client when setting up Zaps.
Searching for CRM-Specific Zaps
In the onboarding CRM setup section, check what CRM the client uses. You can search for the CRM name to find and duplicate relevant Zaps.
Finalizing the Setup
Once familiar with the client’s needs, continue to create the necessary Zaps, starting with the lead sheet.
Conclusion
You have now laid the foundational structure for your Zapier folder, ensuring that you are prepared to create specific Zaps as per the client’s requirements. By following these steps, you can efficiently manage and organize Zaps for multiple clients.