Know Your Zapier Nomenclature

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To build a Zapier workflow, you first need to speak Zapier’s language. Fortunately, it’s much simpler than English—because it only requires learning a handful of words:

Zap: A complete automation workflow. Once you have a “Zap” in place, you’ve successfully automated a connection between multiple apps.
Triggers: An event that kicks off your workflow. Think of it like the light switch on the wall. When it kicks on, the rest of the “Zap” springs into action.
Example: Imagine you’re using Typeform to collect information from new leads on your website. Using Zapier, you would trigger something like “New Entry in Typeform.” Once someone submits the form, that’s your trigger.
Actions: The second part of this basic cause-and-effect formula. Think of it simply: “If A, then do B.” Once a trigger is set off, what action should follow?
Example: Once you receive a new lead in Typeform, you china telegram data might set the Action as “Create Lead in Close.” This way, Zapier automatically captures the information from the new entry in Typeform and inputs it into Close. Congrats—you’ve successfully automated your lead intake into Close. It’s that easy.
Searches: The Zap above sounds great. But what if an existing customer fills out your Typeform page? You run the risk of them turning into a duplicate lead. To avoid that, you can ask Zapier to search through Close and check if this new information matches an existing lead.
Sound complicated? Not sure where to start? Check Zapier’s quickstart guide for more information, or browse our guide to setting up Zapier + Close.

Decide What You Want to Automate
Robots can’t run your sales process (yet). So, don’t fall into the trap of automating everything.

Instead, focus on the repetitive tasks that suck time from your day: like manual data entry, creating reports, or updating your team on events in Close. Automating those things will leave you more time for human-to-human interactions, which will make a difference in your sales process.