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Solvaa blog header image: Automate sales and marketing to make your holidays more jolly

Between Black Friday, Thanksgiving, and the holidays, November and December are busy times for businesses. Your busiest days may be yet to come, but if you want to get ahead, you need to start preparing as soon as possible. This post offers tips for automating and streamlining your processes to make sure that this holiday season, your business runs smoother than Santa’s workshop.



Customer relationship management (CRM) automation

The foundation of any B2B or B2C business is its CRM system. You need to know who your customers are, what they’re buying from you and how you can encourage them to buy from you again. CRMs help you create sales pipelines to help you identify the best way to get leads and convert them into sales. Combining your CRM with automation can power up your business and free up your time to do the important things. 

There are many CRM apps, and which is right for your business will depend on your needs.

If you don’t have a CRM, Zapier has a self-paced short course on creating a lightweight CRM (Automate getting new leads into your CRM). No matter your budget, there’s no excuse for not keeping track of your customers.


Add new leads to your CRM and mailing list at the same time

Many CRMs have built-in integrations to automate your pipeline. If your CRM doesn’t connect in the way you need, you can use a tool like Zapier to help. You could create a Zap that adds customer information to your CRM and mailing list when they fill in your Facebook Lead Ads form. In one click, your customer has done all the hard work for you, and you can tell them about your great offers!


Automate client onboarding using a CRM

For this, we’re heading back to Zapier Learn’s courses with Build an Automated Client Onboarding system. The course starts by explaining how to build a CRM in Google Sheets. It then explains how you can use that to automate sending information to new clients and scheduling onboarding calls.


E-commerce platforms and sales automations

If you’re getting ready to drop your prices and offer deals, you need to have your sales and invoicing platforms ready to go as soon as possible.



Automate your sales and invoicing processes

If you don’t use a payment or sales platform that automatically handles invoicing, automating the creation of invoices is a game changer. A simple example of this is the following Zap:
A screenshot of sales automation Zap in the Zapier editor

Zap steps:

  1. New Payment in Stripe
  2. Filter by Zapier so the Zap only creates invoices for certain purchases.
  3. Create an invoice in Xero

This type of sales automation keeps your accounts in order without manually processing each payment.


Offering unique deals

Offering unique deals to customers is a great way to make them feel special and more inclined to buy from you.



If you’re using Kajabi to manage subscriptions to your courses, you can use the Zapier Kajabi integration to add users to a deal. For example, if they fill in a form on your website or buy a specific course from you, you can add them to a deal that you’ve created in Kajabi and send them an email to let them know about your great offer!


Discount codes

If you have an e-commerce site, you may want to generate unique discount codes. This Zapier Community article offers different ways of creating unique strings using Zapier. If you’re using Shopify, you can use Zapier’s API call or App extension actions to add the discount codes to Shopify before giving them to your customers.



Automating social media

The last thing you want when your business is at its busiest is to be worrying about posting on social media. But you need to keep your customers updated on your services and products to make sure that you stay front of mind. Planning social media posts ahead of time will allow you to ‘set it and forget it’ while you focus on sales.



The simplest way to do this is using a social media management app, like Hootsuite, Buffer or MeetEdgar. Of course, good social media management apps don’t come cheap, but you can create and automate a social media plan without one. How? I’m glad you asked.


First, you need somewhere to plan and store your posts. For this, you could use Google Sheets, SmartSuite, Zapier Tables. Anything that lets you store the social media content (including images) and the date you want to post it. From there, use Schedule by Zapier to trigger your Zap daily. If the day matches a date in your social media plan, take the information and post it to social media.
A screenshot of social media automation Zap in the Zapier editor


Standing out from the crowd – automating the ‘personal’ touch.

Everyone loves a personal touch, thinking someone took time and effort to do something especially for you. It makes customers feel valued and more likely to shop or work with you again.
Of course, in today’s world, it’s even possible to automate a personal touch. Apps like Handwrytten and Handwrite allow you to send ‘handwritten’ cards and letters without ever picking up a pen. Both of these apps integrate with Zapier. You can use them to send a personalised thank you card after a purchase or to automate sending holiday cards to your most valued clients.
Whatever your business, planning now is the best way to ensure a successful holiday season. If you’d like to speak with our Zapier expert to learn more about CRM, marketing and sales automations, book a call using the button below.

Talk to an automation expert

Book some time with a Solvaa Zapier expert to make this your most productive holiday season!

Reduce your overwhelm with our automation training programme

And finally, if you’re really keen to reduce your overwhelmand  transform your business using automation, then visit the Solvaa Automation Academy. Our signature training programme, ‘Simple Automation Blueprint: Zero to Hero’ is aimed at anyone who wants to learn the fundamentals of business process automation from the experts – a sure-fire way to recession-proof your business.

It’s an 8-week blended learning course with on-demand videos, templates, resources and weekly group coaching sessions. And it’s more than just a Zapier course (although we do show you how to use Zapier like a pro) as you’ll learn about Process Mapping, Business Process Improvement and Business Process Management too – principles that can be applied to other areas of business too!

Whether you are a complete novice or have been using Zapier for a while, our programme is for you. It’s perfect for individuals and teams in micro, small and medium-sized businesses, including solopreneurs, consultants and freelancers. You’ll have access to our experts and can participate in live calls where you can ask all your burning questions, as well as hands-on workshops to keep you on track with implementing your new skills. We run regular cohorts so there will be an opportunity for everyone to participate.

Our head trainer, Kelly Goss, is a specialist in business systems, process improvement and automation, and one of less than 100 Zapier Certified Experts in the world. Kelly has many years’ experience in optimising systems and processes, and implementing automations for clients and is now passing on her knowledge to students through our trademarked ‘4-Step Solvaa Automation Methodology®‘. 

Find out more via our dedicated Solvaa Automation Academy website.

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.


This blog post contains affiliate links, which means that we may receive a commission, at no extra cost to you, if you make a purchase through a link. This helps to support our work and allows us to continue providing valuable information to our readers.

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