Zapier in 60 Seconds: Automate Without Code #Zaper #AI #Automate #smallbusiness #accounting #nocode

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n this video, we explain how to use Zapier to automate your business processes, particularly for accounting firms and small businesses. You’ll see a real-world example of how automation can convert leads into clients instantly—without writing code.

???? What You’ll Learn:

How Zapier connects your favorite apps

What triggers and actions are in a "Zap"

A complete automation flow using HubSpot + Gmail

How to send personalized follow-up emails automatically

How the AI Readiness Assessment is used to personalize client onboarding

???? Try the AI Readiness Assessment
See where your business stands and get a custom roadmap:
???? https://jmartin.consulting/ai-readiness-assessment/

???? Ready to build automation that works while you work?
Read our blog post on Zapier: https://jmartin.consulting/2025/05/30/automate-zapier/

Visit https://jmartin.consulting/ to get started with your own intelligent workflows.

???? Subscribe for more AI, automation, and small business growth strategies.