73: How to Grow Your Business with Automation Tools with Paul Kortman of Connex Digital
Aug 1, 2023
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Discover how Paul Kortman leverages Zapier beyond social media, automating tasks like parsing emails into CRM, PM tools, contracts, and tasks. Explore advanced Zapier use cases, workflows, events, and actions. Learn from Paul's success in building an agency while traveling with his family and helping 300+ companies improve through automation.
Zapier enables seamless data storage across platforms like CRM, PM tools, contracts, and tasks.
Automation tools, like Zapier, streamline intricate workflows and data manipulation with conditional logic.
Deep dives
Paul Cortman's Diverse Skill Set and Journey
Paul Cortman's experience blends IT expertise with people skills and marketing insight, honed over his career journey spanning varied industries. Transitioning from running a digital marketing service agency to specializing in process automation, Paul's adoption of tools like Zapier to streamline processes underscores his adaptability and problem-solving prowess.
Automating Business Processes with Zapier
Zapier serves as a vital tool for automation, connecting diverse software applications seamlessly. Paul's engagement in complex projects, like leveraging Zapier for Salesforce integration with QuickBooks for invoicing processes, highlights the platform's versatility in managing intricate workflows and data manipulation with conditional logic.
Choosing Between Third-Party Integrators
Zapier, known for user-friendly automation, caters to a broad audience comfortable with Google Docs, prioritizing simplicity and accessibility. In comparison, platforms like Mate offer deeper customization and technical capabilities, catering to a more technically savvy audience seeking robust integrations and extensive control over processes.
Embracing Business Automation
Promoting automation as a time-saving imperative, Paul urges swift adoption to optimize business efficiency. Implementing automation tools empowers businesses to reclaim valuable time for strategic initiatives, epitomizing the transformative impact automation can have on streamlining operations and enhancing productivity.
Join host Marquis Murray in this episode of "In Systems We Trust" as he interviews Paul Kortman of Connex Digital, to explore the world of Zapier, automation, and integrations.
In this episode, you'll learn how Zapier goes beyond social media and can parse emails to store data in various platforms like CRM, PM tools, contracts, and tasks. Plus, explore advanced use cases for Zapier and high-level concepts such as workflows, events, and actions.
Paul's professional accomplishments include building an agency while traveling the world with four kids, automating his marketing agency, and helping 300+ companies improve through automation.
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