Reflow

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.
Logging into Zapier

Creating a New Folder

Navigate to the shared folders and click the plus sign to create a new folder.
Creating 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.
Naming the Folder

Creating Subfolders for Services

Within the new client folder, create additional folders for specific services, such as 'Windows'.
Creating Subfolders for Services

Organizing Services by Type

If the client has multiple services, organize them by type, for example, creating folders for 'Bath and Siding' as well.
Organizing Services by Type

Duplicating the Template Folder

Navigate to the new client folder and duplicate the template folder, which contains various Zaps needed for the client.
Duplicating the Template Folder

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.
Selecting and Duplicating Necessary Zaps

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.
Moving Duplicated Zaps to the New Folder

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.
Identifying Required Zaps

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.
Considering Email and CRM 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.
Searching for CRM-Specific Zaps

Finalizing the Setup

Once familiar with the client’s needs, continue to create the necessary Zaps, starting with the lead sheet.
Finalizing the Setup

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.