Zapier Use Cases
Ever since the Zapier integration with OwnerRez launched as a public beta in February and became a fully integrated feature in May, many members of the OwnerRez community have been busy creating hundreds of zaps to automate their daily tasks.
What are zaps?
If you’re asking yourself what, exactly, a “zap” is, it is an integration between web applications that allows users to automate tasks between the two. The online platform, Zapier makes this easy by providing a no-code method of connecting a trigger in one web application with an action in another.
For instance, there is a zap that integrates Facebook and Gmail. The trigger and action are when a new post appears on your Facebook timeline (trigger), an email is automatically sent to your Gmail account (action).
You could do this manually, but it would require constantly monitoring your Facebook feed, then manually selecting each new post and selecting the method to share it, which would be very tedious and time-consuming. This zap automates this for you.
While OwnerRez has a multitude of existing built in integrations and functionality, it’s nice to have even more options to automate your workflow with the business web apps you already use and rely on.
Let’s take a look at some of the ways OwnerRez users have leveraged the power of Zapier to create zaps to streamline their workflow.
When a new guest is created in OwnerRez, Create a HubSpot contact.
Many OwnerRez users use HubSpot for marketing, sales, content management, and customer service. This zap will help keep your HubSpot contact list current with your OwnerRez guest list by automatically creating a contact in HubSpot whenever a new guest is created in OwnerRez.
Automatically add OwnerRez guests to Microsoft Outlook contacts.
This one’s for all the Microsoft users out there. This zap will add new OwnerRez guests to your Microsoft Outlook address book automatically.
When OwnerRez guests checkout, send a survey in SurveyMonkey.
Feedback is important for improving your business, and Survey Monkey is the most popular, free, online survey tool out there. This Zap, using the built-in Zapier filters and delay steps, automatically sends a survey via SurveyMonkey to guests at a specified date after their OwnerRez booking has ended.
When a new OwnerRez booking is created, create a new message in Slack.
Slack is a very popular communication, collaboration, and productivity tool used by small and large companies alike. If your team uses Slack, you could use this zap to alert your team of new bookings in OwnerRez as soon as that booking is created.
When a new OwnerRez contact is created, Create or update contact in OpenPhone.
OpenPhone is an online workspace that brings your business calls, texts, and contacts into one easy to manage interface, making managing your communications a breeze. You can use this zap to automatically keep your OpenPhone contacts up-to-date by creating or updating contacts in OpenPhone as soon as the contact is created in OwnerRez.
These are just a few of the existing zaps that can streamline your workflow by automating repetitive, time-consuming tasks. Check out these OwnerRez integrations!
If you’d like help figuring out ways Zapier can work for you, they have a handy AI Brainstorm bot that will help you identify automation opportunities based on your business needs.
If you want to create your own OwnerRez integrated zap, head over to Zapier to learn the basics and get to zapping!
Please visit our Zapier Integration support document for more information and resources about our integration with Zapier.