We have multiple disconnected platforms at our company and I just gained access to Zapier to help bridge these gaps. I’m planning to begin with setting up automated email sequences and follow-up campaigns. I’m looking for advice from people who have used Zapier before. What has your experience been like? Are there any gotchas or best practices I should know about when starting out? I want to make sure I set things up correctly from the beginning and avoid common mistakes that might cause issues later on.
Been using Zapier for two years - total game changer for workflow efficiency. Hard lesson learned: always test your zaps before going live, especially email automation. I once sent duplicate emails to our entire customer list because I didn’t think about how our CRM handles contact updates. Watch your task limits too - automated sequences eat through tasks way faster than you’d think if your triggers aren’t tight. Start with simple single-step automations first, then build complex multi-step workflows once you’re comfortable. Error handling is tricky, so set up proper filters to avoid processing junk data. But once you nail it down, Zapier saves me hours every week.
I’ve connected about fifteen platforms through Zapier over three years. Biggest mistake? Not mapping out data flow before building anything. Map your source fields to destination fields first - especially for email automation. Bad data will kill your campaigns. Webhook delays are all over the place depending on what you’re connecting. I’ve seen seconds to several minutes, which sucks for time-sensitive follow-ups. Set up backup notifications when zaps break - and they will break. You don’t want to find out weeks later that your automation’s been dead.
zapier’s solid but watch out for the free tier’s 100 task limit - email sequences will blow through that fast. double-check your trigger conditions too or you’ll create loops that eat up tasks like crazy. been there, done that lol