Automate your lead follow-ups with Zapier + Your CRM
If you’re still manually managing tasks that should be automated—copying lead data into your CRM, sending the same emails, or tracking follow-ups in your head—you’re wasting time.
You don’t have a productivity problem.
You have a workflow problem.
And it’s costing you.
🚨 The Disconnect: Too Many Tools, Not Enough Integration
Most small business owners and nonprofit leaders have the tools: a CRM like HoneyBook, a project manager like Monday.com, and a team working across inboxes, calendars, and spreadsheets.
But none of it’s connected.
So tasks fall through the cracks, and you’re the one chasing them down.
That’s where Zapier changes the game.
⚙️ What Is Zapier?
Zapier is a no-code automation platform that connects your favorite apps—Google, Gmail, Slack, CRMs, project tools—and lets you automate the tasks you do every day.
At Extra Hands, we don’t just recommend Zapier.
We run our internal operations on it.
🧩 How We Use Zapier at Extra Hands (Real Examples)
Here’s a look at just a few of the ways we use Zapier to streamline our internal workflows:
- New lead books a call → Slack alert + Google Drive folder + CRM entry
- Payment received via Stripe or HoneyBook → Receipt sent + auto-logged into bookkeeping sheet
- Discovery form submitted → Task created in Monday.com or Asana
- Zoom call ends → Auto-uploaded to client’s folder with Slack alert
Even Zapier noticed us. They recently gave us a shoutout on LinkedIn for our automation content (yes, we’re flexing just a little bit).
✅ Try This Zapier Automation Today
Here’s one you can set up right now in less than 15 minutes.
Gmail Label → Task in Your CRM or Project Tool
How it works:
- In Gmail, create a label called “Follow Up.”
- In Zapier:
Trigger: New email labeled “Follow Up”
Action: Create a task in your project management tool (e.g., Asana, Monday.com, Trello) - Done.
Now, anytime you label an email, it becomes a trackable task—no more inbox clutter or forgotten follow-ups.
💼 Want It Done for You?
We get it—you didn’t launch your business to become an automation tech.
That’s where Extra Hands comes in.
We help entrepreneurs, nonprofits, and growing teams:
- Integrate Zapier with their CRM, inbox, and task manager
- Automate repetitive tasks
- Reclaim 15+ hours per week
- Reduce team overwhelm and increase clarity
👇 Ready to Streamline Your Workflows?
Let us build your automation system—for real this time.
📅 Book Your Workflow Setup Call: Extra Hands Virtual Assistants
