Automation is a game-changer. It helps you streamline processes and get more done, faster. Take this Zapier quiz to get your automation score. Then get the resources you need to level up your business based on those results.
What's your role at work?
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Business Owner
Customer Support Ops
Data Science
Engineering
HR & Recruiting Ops
IT
Marketing & Marketing Ops
Project Management
Sales Ops
Other
What size is your company?
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1-49
50-249
250-999
1,000+
Are you a:
Manager
Individual Contributor
Contractor / Freelancer
Executive
Owner
Do you use automation at work?
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Yes
No
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What keeps you from using automation? (Select all that apply.)
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It's way too complicated!
Have you seen my schedule? I don't have time.
Help! I wouldn't know where to start.
I'm not sure what the actual benefit will be.
How many of these app types do you use at work?
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Spreadsheets and databases
CRMs
Email marketing
Ads and conversions
Accounting and invoices
Email
Project and task management
Calendars
eCommerce and payment processing
Contracts and eSignatures
How often do you find yourself taking information from one of those apps and using it in another? (For example: downloading a list of new leads from an ad campaign and uploading it to an email marketing list.)
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Never
A few times a week
At least once a day
Several times a day
This task is a main part of my work
What would you like to automate? (Select all that apply.)
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Marketing
Sales
Task and Project Management
Personal Productivity
Something else
Automation potential
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Your automation know-how
Let's talk numbers! How many things do you automate at work?
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1-5
6-20
More than 20
How many apps have you connected to your Zapier account?
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0
1-2
3-5
6-9
10 or more
What parts of your work do you automate? (No need to be humble. Pick all that apply.)
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Marketing
Sales
Task and project management
Personal productivity at work
Something else
Which Zapier features have you used in your Zaps? (Select all that apply.)
Multi-step Zaps
Paths
Webhooks
Filter
Formatter
Digest
RSS
Delay
Transfer
Schedule
Apps come in many different categories. Which kinds do you automate?
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Spreadsheets and databases
Email
CRMs
Project and task management
Email marketing
Calendars
Ads and conversions
eCommerce and payment processing
Accounting and invoices
Contracts and eSignature platforms
App count
How many other people at your company use automation?
Just me.
A few people.
Nearly everyone's in on it.
I'm not sure.
How critical is automation to getting your work done?
Not at all
Somewhat. I'd notice a difference, but be able to handle it.
I use it for a few important tasks.
I wouldn't be able to do my job without it.
Zapier usage score
Impact bonus
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How you use automation at work
Choose the options that best align with how you use Zapier at work. Elements you select contribute to your score.
Spreadsheets and databases (select all that apply)
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Add information to a spreadsheet or database from another app
Notify me or someone else when data changes
Send information between spreadsheets/databases
Log important data to track activity, progress, or to generate reports
Something else not listed here
Email (select all that apply)
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Notify me in team chat when I get important emails
Log emails in a spreadsheet
Automatically upload attachments to cloud storage
Send an email from my personal email to a new lead or prospect
Something else
CRMs (select all that apply)
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Automatically add or update contacts in my CRM from other sources
Notify me in email or team chat of changes to contacts or deals
Update deal stages based on purchases or contract status
Add purchase details to contacts after a sale
Something else not listed here
Project and task management apps (select all that apply)
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Create tasks from forms, email, or team chat
Track completed tasks in a spreadsheet or database
Send updates in team chat or email for completed tasks
Add tasks to your calendar
Something else
Email marketing (select all that apply)
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Subscribe new contacts to email marketing lists
Send subscriber info between email platforms
Notify me by email or in team chat when a campaign goes live or ends
Post new campaigns to social media or your website
Something else not listed here
Calendars and booking platforms (select all that apply)
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Notify me by text, email, or in team chat ahead of a meeting
Automatically send an email to people who book meetings with me
Update my CRM with information from scheduled meetings
Track new booked meetings in a spreadsheet
Something else
Contracts and eSignatures (select all that apply)
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Notify me by email or in team chat when contracts are signed
Update my CRM when contracts are completed
Track contract information in a spreadsheet or database
Upload PDF copies of contracts to cloud storage after signing
Something else
eCommerce and payment processing (select all that apply)
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Notify me by email or in team chat when purchases are made
Send an email or text to a customer with an abandoned cart or a successful purchase
Track purchases in a spreadsheet
Enroll new customers in email marketing
Something else
Accounting and invoicing (select all that apply)
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Log information about invoices in a spreadsheet or database
Create and send invoices after online purchases
Notify me in team chat when invoices are paid or past due
Update my CRM with payment and invoice information
Something else
Ads and conversions (select all that apply)
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Automatically send an email when I get a new lead
Post new social marketing content when a campaign starts
Create a custom audience based on customer and prospect behavior
Notify me by email or in team chat when a new campaign launches
Something else
Use case score
DENOMINATOR
Normalized Use Case Score
Use Case Rounded
Use Case Score with Bonus
Automation Score Final
utm_campaign
utm_term
utm_medium
utm_content
utm_source
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Name
*
First Name
Last Name
Company Name
*
Work email
*
example@example.com
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