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## Why you should use Zapier Tables for your Contact List

Capture a person's contact information in one list with this Contact List Template built with Zapier Tables. You can send existing contacts an email directly in the table by filling out a few fields and clicking the send email button. This contact list is powered by automation making it extremely versatile and connected.

## How the template works
<iframe width="790px" height="267px" src="/app/canvas/template/contact-list"></iframe>

This contact list uses Zapier Tables to consolidate the contact info for all your important contacts. The table has twelve columns: First and last name, email address, business name, website link, telephone number, mailing address, comments, last email sent, and two fields from email subject line and body for sending the contact a message.

When you want to send a message to a contact's email address, just click the "Send Email" button. This activates a Zap that automates two actions: sending an email to the chosen contact and updating the "Last email sent" column with the current date. This way, you can effortlessly track when you last communicated with each contact.

![Contact list send email button](//images.ctfassets.net/0sppvm4cmdq7/5QWCUKFnOanJQ84evn4dXL/661eba51499deb8a76ff2edc35c75575/Screen_Shot_2023-10-26_at_12.08.29_PM.png)

Easily import contact details like email addresses or phone numbers into this template from a CSV file if you have an address book or contact list saved in Google Sheets or on your computer. 

You can add more fields easily to capture things like an emergency number or any other emergency contact information if you're using this as a student or employee directory. Also, if you'd like to create a contact form to input new contacts, you can easily build that using Zapier Interfaces. 

## Who should use this template

This contact list is ideal for professionals, businesses, or anyone one else seeking a straightforward and efficient way to manage and email their contacts. Whether you're a sales representative, a marketer, or a business owner, this template will give you a centralized list that can help you stay organized and maintain solid connections with your network.

## Key benefits of the Contact List Template

- Simplify your contact list with an easy-to-use table

- Stay consistent by monitoring the last emailed date

- Save time using the integrated "Send Email" button shown directly in the template

- Keep organized with a clear and concise contact list display


Capture contacts and send them emails automatically from one Table.


Capture contacts into a single contact list and send them emails automatically from a button within the Table. 

Contact List Template

Generated from the zsl-api template generator

Contact List Process

A lead that's not in the right hands is like a message in a bottle lost at sea. Instead, ensure each new lead that comes in gets the right sales rep in the quickest possible time by using a lead routing system built using Zapier inspired by Zach West from [Aptitude 8](https://aptitude8.com/). Automate lead distribution by alerting reps based on determined criteria and then let them claim leads.

## How the lead router system in Zapier works

![Lead router Canvas](//images.ctfassets.net/0sppvm4cmdq7/6JAIgyoGsW68u7HGd4vmL1/392d0c58a024eab6cbbcd4005de2e432/Lead_router_2024-04-11_130147.png)

This template helps you set up a lead routing system that relies on Zapier Tables, Zapier Interfaces, and Zaps. It features:

- a __lead capture__ page for prospects to submit information, including a customizable form
- an __lead routing__ interface and tables to view leads, agents or reps, metrics, and events
- an __agent claim__ page for an alerted sales representative to claim a lead
- __five Zaps__: two to adjust the weights of each metric, one to track sales team events, one to alert qualified agents when there's a new lead, and one to update details when a lead has been claimed

You can edit each page, table, and Zap, however the routing rules are currently set based on region and company size. Lead assignment is based on which sales rep claims the lead, first. A sales agent's ranking score is calculated based on how many meetings they have booked and how many closed won deals they have secured. This is also customizable based on your own best practices and sales process.

To set things up, all you need to do is:

- Click __Use template__
- Sign up or log in to your Zapier account (it's free to sign up)
- Add the metrics __Meetings booked__ and __Closed Won__ to the weighted control, and set the weights
- __Add agents or sales reps__ to the agent roster table, indicating the region and company size they are allowed to work along with whether their status is active or not.
- __Connect your CRM__ to add events for meetings booked and closed won deals secured into the agent events table.
- __Embed the lead capture form__ on your website

There are many ways to make this lead router specific to you, including adding a lead scoring Zap to score leads accordingly or to adjust and customize the criteria for alerting sales reps for new leads. While this lead router system is currently set up for reps to claim leads, you can customize to automatically assign an inbound lead through whatever lead assignment rules you need.

## Who should use this template
If you're a sales team leader or revenue operations professional, this lead router system is perfect for you. It comes with the ability to customize and adjust without the need for developers. If you want flexibility and control over your lead generation process and the speed of automated lead distribution, build lead routing in Zapier.

## Key benefits of the Lead router template
- Automate lead routing, distribution, and decrease response time for incoming leads
- Match leads with qualified sales reps based on custom criteria
- Keep your tech clean and uncluttered, integrating with your existing CRM, email, chat, and other systems
- Centralize lead management operation in Zapier to simplify your tech stack


Alert qualified sales reps with active claiming and decrease lead response time.

Use this lead router template built in Zapier to automate your lead distribution and assignment, routing leads to the right reps on your sales team.

Lead router template

Lead Router Template

New Template

With this template built with Zapier, create a simple database to store keys and their corresponding values like names and their IDs. Within a workflow, your lookup table will help automatically match data from one app with the corresponding information required by another app. Zapier Tables is perfect for instances where two apps handle the same data differently, simplifying data management and increasing productivity.

## Why you should use this template in Zapier Tables

A lookup table in Zapier Tables is a must-have for those using a Google Sheet or some other lookup table as a data source within a workflow and want multiple Zaps to reference the same table. Lookup table data automatically by searching for a row or record with a primary key. Because this lookup table uses Zapier Tables, it can easily be automated to receive a new table entry from any of the 6,000+ apps that Zapier integrates with.

![Zapier Lookup Table](//images.ctfassets.net/0sppvm4cmdq7/7cy8GmgHE5FYXNZYte8ind/575c165404aea282dee65e0df8c642dd/cd9061629cfb675f860a6fdc354b6979.png)

## How the template works

This template uses Zapier Tables with the ability to add any value or field necessary for your workflow. Simply add records by indicating a primary key which serves as the lookup field, and then add associated values as new columns. Ensure the Table name is updated since you can create multiple lookup tables if you wish.

Within an automated workflow (a Zap), you would add a Find Record step and input a value that can be mapped from one app for the lookup field to search your selected Table. You can change the operator to be an exact match or approximate match using contains (case-sensitive), contains, is one of, is empty, or starts with. The lookup formula is no-code and is done via dropdown.

![Lookup Table formula operators in Zapier Table](//images.ctfassets.net/0sppvm4cmdq7/56413iKhXEt7R8PFZ94222/e76c07557c9684a2836ccc524b2ed2e8/3e81eb032822ff8abba87929e5abd11c.png)

The Find Record step would search the source table and output the associated fields, giving your workflow an automated way to take the resulting value and map it into another app's step in the workflow. This process is automated, so once the lookup table is configured, it will continuously match and transfer data between your apps as needed.

![Lookup Table for WooCommerce and Quickbooks](//images.ctfassets.net/0sppvm4cmdq7/6AiAmFy7HyD0SwxUtC5FeY/ef4f374293a8a3dcdb1e71153b24c5e5/Lookup_Table.png)

## Who should use this template

This lookup table is perfect for professionals and businesses that rely on multiple apps with varying data representations for the same object. If you are already using a Google Sheet or some other app to lookup data for a Zap in Zapier and want to better organize your data, this template would be an ideal choice.

## Key benefits of this template

- Efficient data matching between apps without leaving Zapier
- Decreased manual effort and time spent on managing a source table
- Minimized risk of errors due to automated data lookup
- Seamless integration with Zapier's extensive range of apps


Effortlessly match corresponding data between apps in a workflow.

Automatically match data from one app with the corresponding data needed by another app in a workflow on Zapier.

Lookup Table Template

Put all of your employee onboarding tasks on auto-pilot with this onboarding manager built with Zapier. Put new hire information in one centralized table and automate the entire onboarding process with the click of a button.

## Why you should use this employee onaboarding manager tool built with Zapier
This is an all-in-one employee directory and automated onboarding system. A single button click automated a complex onboarding process using Zapier. There are 7,000+ different apps you can integrate with to fully customize and automate employee onboarding.

## How the employee onboarding manager works
This template uses Zapier Tables and Workflows (Zaps). It includes the employee directory table with all the necessary personal information you need for your employees like phone numbers, job titles, employee name, office location, email addresses, and employment status with the ability to customize and add more fields. Simply start adding employees.

The automated onboarding workflow starts when you click a button. It will find and add employees to your onboarding event in Google Calendar, add them to your Zapier account, send a team message in Slack, and send a checklist email to your new hire.

![Employee onboarding manager process Canvas](//images.ctfassets.net/0sppvm4cmdq7/qW8eo5wXFdbVW9s1a79kI/451aa601b328ae9a37dabc3c943b85ed/51b5dc4273d46ddcb5669774785d738c.png)

Two other automated workflows handle the reminders by transforming date fields into month-day fields to reference each year and send you a reminder email when an employee has a work anniversary or birthday.

To get started, click __use template__.

## Who should use this template
If you want new employees to feel welcomed while getting them off on the right foot, this employee onboarding manager is for you. It will keep company directory organized and your onboarding process efficient for any HR department, HR manager, and business owner. This template will help new hires feel welcomed.

## Key benefits of this employee onboarding manager template
- Centralized employee data: Stay organized with names, emails, start dates, addresses, birthdays and contact info in one handy place with easy access
- Automated onboarding tasks with team messages and new hire emails
- Connect with 7,000+ different apps: Zapier’s Workflows let you connect employee data to almost any other app you use.


Kickstart an onboarding process with a button from a centralized employee directory.

Centralize team information and start an onboarding automation from a button. Set up automatic reminders for work anniversaries and birthdays.

Employee Onboarding Manager Template

Streamline your internal request processes with this Request Template built in Zapier. This tool simplifies how team members submit and track requests through one request form, ensuring smooth communication and efficient management across any department.

![Request Form Process diagram in Canvas](//images.ctfassets.net/0sppvm4cmdq7/7cRA0yPYlhiAzLK8N6oWKz/31f2983f0f2451ef5749d6c79c36856c/404930718f851371e166149108d55e37.png)

## How the request process works

Use this template built with Zapier Interfaces, Tables, and Workflows to receive and track requests:

- __Request form__: Team members fill out a form to submit their new request based on their request type whether for video production, content creation, software/IT support, vacation approvals, or other service request.
- __Notification system__: Once a request is submitted, an automatic notification is sent to the admin, alerting them of the new request.
- __Request tracking__: The request is then added to Zapier Tables, where admins can view and manage all incoming requests, change statuses, and leave notes.
- __Status updates__: Admins update the status of requests directly in the table. Each status update triggers a notification to the requester, keeping them informed of the progress.

Requesters have access to a Zapier Interface that displays their submitted requests along with the current status of each. While the current template uses unique URL parameters to display only a requester's requests, you can lock the interface down to only certain users allowing them to only see their own submitted requests.

![View Requests by User](//images.ctfassets.net/0sppvm4cmdq7/5y5JoljZtj5po9w3s2aLbp/236789493ea9e1c90903659a28263337/Screen_Shot_2024-05-10_at_3.00.22_PM.png)

The Request Template is highly customizable to fit various types of requests. It can be easily adapted to serve different departments or needs within your organization. 

## Who should use this template

This template is perfect for any organization or department that handles a variety of internal requests. It is particularly beneficial for managers and admins in HR, IT, marketing, and operations who need to oversee and respond to team requests efficiently.

## Key benefits of the Request Template

- Enhanced organizational efficiency: Automate request submission and notifications to save time and reduce manual tasks.
- Improved transparency: Allow team members to view the status of their requests in real-time, promoting clear communication.
- Flexible and adaptable: Customize the template to handle different types of requests across various departments and connect to 6,000+ different apps through Zapier's platform.

A complete request system with a form and view for requesters to see status.

Efficiently manage internal requests with Zapier. Submit, track, and update requests effortlessly with automated notifications.

Request Template

Take the hassle out of your approval process with our handy approval request template. Designed to help you manage requests in one centralized table, this template lets you approve or reject requests and automatically send notifications via Slack. Save time and enhance communication with this user-friendly solution.

## Why our approval request template is a game-changer

Streamlining your approval process is key for efficient business operations. The approval request template not only simplifies request management but also ensures timely communication with requestors. By using this template, you can boost productivity, minimize miscommunication, and keep track of all your approval requests in one tidy place.

## How the template works

Our approval request template uses Zapier Tables to store and manage all your requests. It includes fields for the requestor's name, request details, and their Slack handle. Plus, there are two buttons for approving or rejecting requests. The template uses two Zaps to handle the approval and rejection process. When you click the "Approve" button, it triggers a Zap that sends a direct message to the requestor's Slack handle, letting them know they've got the green light. Similarly, when you click the "Reject" button, another Zap sends a direct message to break the not-so-great news.

## Who's it for?

Any organization or team that deals with approval requests can benefit from this template. It's particularly useful for teams managing project approvals, budget approvals, and resource allocation requests. By using the approval request template, teams can ensure a smooth and efficient approval process, improving overall productivity and communication.

## Key perks of the approval request template

Adopting the approval request template offers several benefits, like centralized request management, improved communication, and time-saving automation. With all requests stored in one table, you can easily track and manage approvals. The automatic Slack notifications make sure that requestors are promptly informed of the outcome, reducing the chances of miscommunication. And lastly, the template's automation features save you precious time and effort, allowing you to focus on more important tasks.

Easily approve or reject requests and send automatic messages to the requester.

Simplify your approval process with our approval request template. Manage requests, approve or reject, and send automatic notifications with ease.

Approval Request Template

Approval Request

Get a quicker first response to reviews about your business and improve customer satisfaction with thoughtful replies. This template uses Zapier to streamline your review management process, ensuring you never miss an opportunity to engage with your customers.

## Why you should use this template
Managing customer reviews can be daunting, but Zapier's Review Tracker template simplifies the process. By automating responses and consolidating reviews and replies in one accessible table, you can focus on providing quality feedback and improving your business reputation. Say goodbye to missed reviews and delayed responses. With this template, you'll be able to keep up with reviews effortlessly and ensure each customer feels valued.

## How the template works
![Review tracker Canvas](//images.ctfassets.net/0sppvm4cmdq7/1b7wDcDwpbBNWHPYblNgYG/5ab7b9791ce019b2c71f2986e80f593e/Screen_Shot_2024-06-28_at_12.41.36_PM.png)
When a new review is posted on your Google Business Profile, it triggers the workflow. ChatGPT automatically drafts a reply to the new review. Both the review and the AI-crafted reply are stored in Zapier Tables for easy tracking and modification. The business owner can then review or edit the AI-drafted reply. With a single click in the table, the owner can publish the reply on Google, triggered by a connected Zap.

![Review tracker Zap ](//images.ctfassets.net/0sppvm4cmdq7/5kP379IxAYKuxKKPUlOwk/5695881e99392a3e50dd4ba25a3ba1a7/Zoey-s_Taco_Truck_Review_Replies_and_Alert_-_v1.png)

If the review is three stars or less, an email notification is sent so that the owner can jump in as soon as they can to edit and publish a reply to the review. This ensures customers who may need the most help get help as quickly as possible. 

![Review tracker table](//images.ctfassets.net/0sppvm4cmdq7/7IVZ8Br8UqJZXNBwebPJbm/d280a2745a8dc5a7d76103f4c47fe5f3/Screen_Shot_2024-06-28_at_1.18.18_PM.png)

## Who should use this template
This template is perfect for small business owners who want to ensure timely and effective communication with their customers. Customer support teams will find it easier to monitor and respond to customer feedback. Reputation management firms can automate the review reply process, saving time and resources.

## Key benefits
- Quickly address customer reviews, enhancing satisfaction and trust. 
- Keep all reviews and replies in one place, easily accessible and manageable. 
- Tailor the automation processes to fit your specific needs, integrating seamlessly with other tools you use. 
- Ensure every review gets a thoughtful response, improving your business's online image.


Improve customer satisfaction by collecting and responding to reviews in one place with the help of AI.

Enhance customer satisfaction with Zapier's Review Tracker. Streamline your review management and never miss an opportunity to engage with your customers.

Review Tracker Template

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