Video recorded on September 15, 2022
What was covered:
- 0:00 - 0:53: Introduction
- 0:54 - 3:15: Zapier overview
- 3:16 - 5:00: Activating the Zapier integration in AgencyBloc
- 5:01 - 5:16: Signing up for a Zapier account
- 5:17 - 6:16: Limitations of the Zapier integration
- 6:17 - 10:43: Gathering new leads in a third-party app and adding them to AgencyBloc using Zapier
- 10:44 - 16:42: DEMO - How to build a Zap to send Facebook Lead Ads to AgencyBloc
- 16:43 - 17:54: Finding and viewing new leads in AgencyBloc
- 17:55 - 18:35: Setting type categories for Individual Types in Data & Custom Field settings
- 18:36 - 18:58: Viewing, filtering, and sorting Individuals in the Leads list
- 18:59 - 20:08: Contacting new leads using AgencyBloc's Email Marketing and Automated Workflow or Zapier
- 20:09 - 21:28: Emailing new leads with AgencyBloc's Automated Workflow
- 21:29 - 22:18: Texting new leads using Zapier
- 22:19 - 25:30: DEMO - How to edit your Facebook Lead Ads Zap to also send texts to new leads
- 25:32 - 27:00: Emailing non-Zapier leads with AgencyBloc's Automated Workflow
- 27:01 - 29:09: Setting up a system for texting new leads using AgencyBloc Activites, AgencyBloc's Automated Workflow, and Zapier
- 29:10 - 30:15: DEMO - How to build an Automated Workflow that contacts new Sales Opportunities
- 30:16 - 36:42: DEMO - How to build a Zap that sends texts (through RingCentral) to existing leads in AgencyBloc
- 36:43 - 37:59: Emailing new clients using AgencyBloc's Automated Workflow
- 38:00 - 38:24: Texting new clients using Zapier
- 38:25 - 39:48: DEMO - How to build an Automated Workflow that contacts new clients
- 39:49 - 43:19: DEMO - How to build a Zap that sends texts and mails handwritten cards to new clients
- 43:20 - 46:08: Saving recorded calls in AgencyBloc
- 46:09 - 49:38: DEMO - How to build a Zap that saves calls from RingCentral to AgencyBloc
- 49:39 - 50:38: Zapier help content in AgencyBloc
- 50:39 - 50:58: Overview of our Zap templates
- 50:59 - 55:15: Q&A Session