When it comes to automation, Zapier is often the go-to platform for businesses looking to streamline processes and reduce manual work. While many users are familiar with popular integrations like Slack, Gmail, and Google Sheets, Zapier’s library offers thousands of lesser-known but powerful apps that can supercharge your workflows in unexpected ways. These hidden gems can unlock new efficiencies in areas like project management, finance, and customer service—automating tasks you may not have even considered.
Whether you’re looking to enhance productivity, improve team collaboration, or simply reduce administrative overhead, these under-the-radar integrations are worth exploring. In this post, we’ll uncover some of the most overlooked Zapier integrations that could transform the way you run your business, saving time and resources while boosting overall efficiency. Let’s dive into some of these hidden gems and see how they can make a real impact on your automation strategy.
1. Airtable: Supercharge Your Data Management
Airtable is already popular for its combination of spreadsheet functionality and database features, but when paired with Zapier, it becomes a powerful tool for automating data flows across various apps. If you're managing large datasets, project pipelines, or customer information, Airtable's Zapier integration allows you to automatically update records, trigger new actions, and sync data with other platforms without lifting a finger.
How it helps:
- Automatically create new records in Airtable when new entries are added in other platforms like Google Forms, Typeform, or even Shopify orders.
- Update specific records based on actions taken in other tools, such as moving a task in Trello or marking a ticket as resolved in Zendesk.
- Syncing Airtable with CRMs, email marketing tools, or accounting software for seamless data management.
Hidden gem use case: Automatically populate project pipelines when new leads are added to a CRM like HubSpot. This ensures your team always works on the latest opportunities without manual data entry.
2. ClickUp: Automate Project Management at Scale
ClickUp is a feature-rich project management tool, and when integrated with Zapier, it can streamline even the most complex workflows. From assigning tasks to updating project statuses, Zapier allows you to keep your ClickUp boards updated automatically based on actions in other apps.
How it helps:
- Automatically create new tasks in ClickUp based on form submissions, emails, or calendar events.
- Update project status or due dates when milestones are hit in other tools, such as Trello, Asana, or Google Calendar.
- Automatically notify teams via Slack or email when specific actions are taken in ClickUp.
Hidden gem use case: Trigger automated task assignments and project updates based on new client onboarding forms filled out via Typeform, keeping everyone in sync and reducing onboarding time.
2. ClickUp: Automate Project Management at Scale
ClickUp is a feature-rich project management tool, and when integrated with Zapier, it can streamline even the most complex workflows. From assigning tasks to updating project statuses, Zapier allows you to keep your ClickUp boards updated automatically based on actions in other apps.
How it helps:
- Automatically create new tasks in ClickUp based on form submissions, emails, or calendar events.
- Update project status or due dates when milestones are hit in other tools, such as Trello, Asana, or Google Calendar.
- Automatically notify teams via Slack or email when specific actions are taken in ClickUp.
Hidden gem use case: Trigger automated task assignments and project updates based on new client onboarding forms filled out via Typeform, keeping everyone in sync and reducing onboarding time.
3. Xero: Automate Your Finances
If you're running a business, managing invoices and financial data can be tedious and time-consuming. However, with Zapier and Xero, you can automatically sync financial data between your accounting system and other apps. This ensures you keep track of expenses, payments, and customer information without manual entry, freeing up valuable time for more important tasks.
How it helps:
- Automatically create invoices in Xero when a customer places an order through Shopify or WooCommerce.
- Sync your bank transactions with tools like PayPal or Stripe to keep your books up to date.
- Send notifications or reminders when invoices are overdue or payments are received.
Hidden gem use case: Set up an automation to create new contacts and send invoices when a customer signs up through your CRM, allowing you to streamline your sales-to-invoice process.
4. Pipefy: Streamline Workflow Automation
Pipefy is a flexible process management tool that integrates with Zapier to automate business workflows from start to finish. Whether you're handling client onboarding, project execution, or customer support, Pipefy’s integration allows you to automate approvals, task assignments, and notifications with ease.
How it helps:
- Create automated task flows for approvals, assignments, or status updates across departments like HR, marketing, and sales.
- Automatically trigger actions in Pipefy based on external events such as form submissions or CRM updates.
- Keep stakeholders in the loop by sending updates via email, Slack, or other communication tools when actions are completed in Pipefy.
Hidden gem use case: Automate client onboarding workflows by triggering specific tasks, such as document submission reminders or follow-up meetings, ensuring no client slips through the cracks.
5. Loom: Automate Video Communication
Loom is a powerful tool for asynchronous communication, allowing users to record and share video messages. When paired with Zapier, it can transform the way you communicate with clients, employees, or students by automating the creation and sharing of videos.
How it helps:
- Automatically share Loom videos via email or Slack when new content is recorded.
- Trigger automated emails or follow-ups to your team when a new Loom video is uploaded to a specific folder.
- Use Loom recordings as automatic responses to form submissions or FAQs.
Hidden gem use case: Automate onboarding processes by triggering specific Loom training videos to be sent to new hires based on their role, ensuring a consistent onboarding experience without manual effort.
Conclusion: Unlock the Full Power of Zapier with These Hidden Integrations
While many businesses are already using popular apps like Slack, Google Sheets, and Trello in their automation workflows, these hidden gem integrations—Airtable, ClickUp, Xero, Pipefy, and Loom—can significantly expand your automation potential. From streamlining project management and improving client onboarding to automating finances and communication, these integrations allow you to unlock new efficiencies across every department.
Need help setting up or optimizing your Zapier integrations? At GuruLabs, we specialize in creating tailored Zapier automation solutions to help businesses maximize productivity and reduce manual work. Contact us today for expert consulting services and let us help you take your automation strategy to the next level!