PM Systems Conference Tech Tip 

Streamline Your Workflow: Automating Tasks with Zapier
In this tech tip video, we demonstrate how to use Zapier to automate tasks and reduce manual data entry. Zapier can manage tasks such as sending emails, generating documents, integrating with CRMs, and even handling social media posts. We show how Zapier automatically updates a sales spreadsheet from a form submission, seamlessly transferring data into the correct columns. This automation saves time and reduces errors. Additionally, we explain how to expand these automations, including sending emails, generating onboarding documents, or managing leads and social media posts.