Zapier tutorial for beginners - Learn how to use Zapier and create your first Zap

In this Zapier Tutorial, you'll learn how to use Zapier and create your first Zap.
You'll also see how to generate ideas of what you can automate, because getting started is often the hardest part.
Resources
Zapier tutorial (text version): jimmyrose.me/zapier-tutorial/
Zapier Mastery Course: jimmyrose.me/zapier-mastery/
Suggested Videos
Zapier vs IFTTT - • Zapier vs IFTTT - How ...
Creating a more complex Zap from scratch (old Zapier interface) - • Creating a Zapier Zap ...
Getting data on your leads using Zapier - • Zapier Tricks - Person...
Zapier course feedback - • Zapier course feedback...
Chapters
00:00 Zapier tutorial for beginners
00:24 How to go from beginner to advanced Zapier user
00:42 How Zapier works - triggers & actions
01:14 Expanding on the basics
02:12 Exploring apps to see what is possible
02:56 Viewing triggers & actions for a specific app
04:29 Using the explore page
05:53 Creating your first Zap
06:50 Setting up your trigger (Typeform example)
07:10 Connecting an account/app
08:10 Testing your trigger
08:50 Renaming steps & Zaps
09:21 Creating your action
10:03 Connecting Active Campaign to Zapier
11:08 Setting up action options
12:02 Searching for the right trigger fields
13:09 Hardcoded field values
13:35 Testing your action
14:10 Turning your Zap on
14:44 How to learn more about Zapier
Subscribe to learn about how to automate your business and marketing. Use the red button or sign up to get notified by email at jimmyrose.me/
-----------------------------------------------
Find me on the web: On the web: jimmyrose.me/
Facebook: / jamesrosepage
Twitter: / _jimmyrose
Instagram: / getjimmyrose
LinkedIn: / jamesrose0

[@_jimmyrose]

Need help automating tasks with Zapier? Check out my channel for loads of examples. Or take my course to learn how to save 100+ hours every month even if you've never used Zapier before: jimmyrose.me/zapier-mastery/

[@evoulinistawberry]

Thank you so much for your video ! You explained it so well ✨! It will help so many people please never take it down 😁 i will always come back here

[@_jimmyrose]

Thank you for the kind words Eva and glad it helped!

[@spiritual005]

Thank you so much for your helpful tuto.

[@_jimmyrose]

You're very welcome!

[@grandma-pgardeningbyfaithh7739]

First time learning about Zapier. Thanks for the tutorial. Very helpful

[@_jimmyrose]

Glad to help!

[@nikkihildebrandphotography5722]

I just spent 4 hours trying to figure out what you taught me in 15 minutes.... You have a new subscriber! Thank you! I didn't realize I needed to make a testing inquiry!! mind blown for this newbie! Thank you 100 x over!

[@_jimmyrose]

Wow well I'm so glad the video helped so much. Thanks for making my day Nikki!

[@lisbon2407]

Thank you, very clear and helpful 😀

[@_jimmyrose]

Glad you thought so. Thanks for dropping by :)

[@cm.healingbreath]

Thank you this was so helpful

[@_jimmyrose]

Glad to help and thanks for dropping in a comment!

[@healthwire.pro860]

very helpful, thank you

[@_jimmyrose]

Glad you think so! And no problem

[@p.b.6266]

Hi. Don`t saw, how you added filter, for only new clients, which then got into to google sheets)) i saw this, when video started) How filter need use for this? I spending four hours which find it)) I don't have result. Thank you.

[@danaye5608]

what are other type forms zapier integrates with 1:48

[@0shaad]

how to make zapier, in which user have to sign up with email, password and pay $10, then they have to login with same credentials to access my web application
(in short, i want only paid user to access my web application)
love to see tutorial on this.....or please redirect me to any useful youtube tutorial on this

[@matthewvalladao4949]

how can i see if customers opened an email (don't want to ask client)? i don't have access to the email because we're doing MailChimp for a client. we need to know whos opening our emails

[@_jimmyrose]

You can't do this with Zapier. Open tracking is part of other tools like CRM & email marketing

[@kerryford6030]

I'm super confused about the email section. why are we adding in a single email?? I originally did this with my own email and it worked, but its not triggering an email sequence when customers purchase in stripe

[@_jimmyrose]

I'm not sure what you mean by the email section, but if you're trying to use Zapier as email automation to your clients, you can't do that through Zapier's email action. You need an external email provider for that