SUMMARY:

In this episode, Aaron and Terryn bring back the popular “Cool Tools” segment, spotlighting Zapier—the automation platform that connects apps and streamlines workflows. They dive into the never-ending debate of how to pronounce it, share real-world use cases, and highlight how businesses of all sizes can leverage it to reduce manual tasks, centralize data, and increase efficiency. From simple time-saving zaps to complex multi-step automations, they explore the benefits, pitfalls, and when it might be time to upgrade beyond Zapier. Whether you’re new to automation or already experimenting with integrations, this episode will help you see what’s possible.

Minute by Minute:

00:00 - Introduction

02:01 - Introducing “Cool Tools” and why they matter

03:32 - The great Zapier vs. Zapier debate

04:54 - What Zapier actually does and why it’s powerful

06:39 - Stripe and CRM: a practical example of automation

07:41 - Zapier as a translator between disconnected systems

09:12 - From simple zaps to complex workflows

10:20 - Centralizing customer data across platforms

13:00 - When Zapier becomes costly and how to evaluate

21:00 - Tips, troubleshooting, and words of wisdom for Zapier users