5 ways creators use ConvertKit and Zapier automation to grow their business

Email Marketing Take Yourself Pro
10 min read
In this Article

You know how they say, “you have the same number of hours in a day as Beyonce?”

Workflow automation makes that statement feel a little more believable.

Handling the admin of growing your creator business is doable when you only have a handful of subscribers. But as your audience grows, so do your management and promotional tasks. That’s where automation comes in.

Workflow automation with ConvertKit and Zapier integrations plus automated emails drastically reduces your hands-on work time while helping you get more subscribers and sales.

Here’s how.

ConvertKit + Zapier: a creator powerhouse

When creators want to get more done in less time, they turn to automations. There are email automations, like a welcome sequence that sends as soon as someone joins your email list, and there are app automations and integrations to complete tedious tasks like transferring leads between tools.

Email automations and app integrations have four big benefits:

  • Free up your time to spend on high-value tasks
  • Complete important tasks immediately
  • Prevent data or subscribers from slipping through the cracks of your attention
  • Make it easy to deliver more personalized and relevant subscriber experiences

While ConvertKit has email automations covered, creators can use Zapier to automate other essential tasks. To understand how creators use ConvertKit and Zapier together, we need to understand each tool separately.

ConvertKit is a creator marketing platform to manage your business from end to end, from landing pages and email marketing to product sales and subscriptions.

ConvertKit has official integrations with apps like Squarespace and Shopify, which lets these tools ‘talk’ directly with one another. For example, you can integrate your ConvertKit and Squarespace account so that each new website form submission transfers to your email list.

Zapier connects your favorite tools (without any coding knowledge needed) to complete repetitive tasks automatically. For example, you can use Zapier to transfer data between your Facebook Lead Ads to a ConvertKit form without manually copying and pasting. Zapier integrates with over 5,000 apps, which means you can connect ConvertKit to all your favorite tools in one place. Start small with a single automation or create a complete workflow with up to 100 steps.

Automated workflows are customizable and available across thousands of apps. Image via Zapier.

Here’s a quick overview of how Zapier works:

  1. Connect your account across tools so Zapier can get information from them
  2. Choose a trigger that lets the automation know it’s time to start
  3. Select an action, which is the job the automation will do
  4. Admire your new ‘Zap’

That’s still a pretty high-level understanding, so let’s look at an example of a creator workflow with and without automation.

Task: follow up with new coaching client leads that submit a Typeform on your website

Manual workflow

  1. A website visitor fills out the Typeform on your Squarespace website
  2. Each morning, you review responses to see if there are any new leads
  3. Each time you see a new reply, you add the individual subscriber to your email list
  4. Then, you write an email with more information to send to each new lead
  5. If they don’t respond, you follow up again a few days later

Hands-on work time: 10 minutes per subscriber

Automated workflow

  1. A website visitor fills out the Typeform on your Squarespace website
  2. Your Zapier automation adds the new lead to your automated welcome sequence for an immediate email and sends a follow-up email if they haven’t booked a call within three days.

Hands-on work time: 0 minutes per subscriber

Saving even a few minutes per subscriber adds up quickly. If you saved ten minutes per subscriber like in the example above and get ten subscribers a week, the workflow automation would save you more than six hours a month of work. Not to mention, you deliver a consistent and relevant experience to everyone.

5 ways to use ConvertKit Zaps

Thousands of apps connect directly with ConvertKit via Zapier, each with multiple available triggers and actions to choose from. That means there are an astounding number of options that you can amplify even further with ConvertKit’s email automation templates.

We don’t want to overwhelm you with options, though, so we’ll explore a few key workflows to help with different business goals.

1 – Grow your ConvertKit audience across all lead sources

ConvertKit forms and landing pages are great ways to collect new subscriber information for your newsletter or deliver a lead magnet. For the scenarios where you work beyond ConvertKit forms, you can use Zapier to transfer new leads to your email list.

For example, one of the most popular ways to use ConvertKit and Zapier is adding new Facebook Ad Leads to a subscriber form. Maybe you use paid ads to promote your ebook, and you want to track how engaged that audience is. You can create a unique form for the Zap that tags users, making it easy to find them for follow-up messages.

Some of the lead sources you can send to ConvertKit include:

Hello/Hi/How are you?

If you’re unsure what to say to new subscribers, check out these 10 exceptional welcome email examples.

2 – Learn about subscribers to deliver relevant content

Subscriber engagement is really important. Besides the technical benefits (like a higher deliverability rate), it’s good for business. The more likely people are to open your emails and click through to your website and offerings, the more traffic and sales you achieve with fewer subscribers. It also just feels nice to give subscribers a positive experience in their inbox.

To personalize your emails and boost engagement, you need to know a little about subscribers first. Online surveys make it easy to ask about their goals, challenges, and preferences. Then a Zapier integration lets you tag each subscriber with what you’ve learned. For example, if your survey asks people how much experience they have with a topic, you can send them educational content to match their level.

This process is a little more involved since you’ll need to use two different integrations; a survey tool and a database.

For example, you create a short questionnaire on SurveyMonkey. Then, create a Zap that adds answers as a new row in a Google Sheet. The second step of the Zap would use the new row as a trigger to add a new tag to a subscriber’s account. You can use the same process with different tools, like Google Forms and Airtable.

Zapier walks you through setup step-by-step. Image via Zapier.

Do you know your subscribers? Like, really know them? Being a creator is personal, and surveying your audience helps you understand them better so you can help them more.

Learn how to leverage feedback as a creator superpower here.

3 – Follow up with event and webinar attendees

Webinars are a great way to connect with your audience and make more sales. Still, it would help if you had a way to connect webinar platforms to your email marketing. Enter: Zapier. There are multiple touchpoints in your webinar marketing funnel where automation comes in handy. We’ll use the ConvertKit + Crowdcast integration with Zapier as an example, but there are other available webinar platforms.

Here are a few ideas:

  1. One-click registration: register a participant when a tag is added, like a link trigger in an email saying, “Yes, I want to attend!”
  2. Automatic “thank you” email: add a new registrant to your webinar email sequence, starting with a “thanks for registering” message
  3. Personalized-follow up: there are Crowdcast triggers for live attendance vs. missed sessions. Creating a unique tag for each scenario and automatically tagging each camp lets you follow up with a relevant message after the event
  4. Delayed pitch: If you’re using a webinar to pitch a higher-price item, you can delay the sales email until someone watches the recording

Want to scale your webinar workflow even more? Consider making an evergreen event. These pre-recorded and always-relevant webinars, paired with Zapier automations, mean you can set up an event once and use it to connect and sell repeatedly.

Learn more here.

4 – Encourage students to complete your course

You carefully craft your online course to be as impactful as possible, and a Zapier integration plus email automation ensures every student gets all the value. Let’s look at an example using the ConvertKit + Thinkific integration with Zapier.

Imagine your course is about kitchen knife skills, with lessons getting more advanced as the course progresses. You could create a Zap that triggers an email each time someone completes a lesson. That means as soon as someone watches your video on how to master the julienne cut, you send them an email with your favorite spring roll recipe (where they can put their new skills to use!)

Each Zap has a trigger and an action. Image via Zapier.

If you aren’t ready for that strategy, you can start by adding new course students to an email sequence. A Zap triggered by a new Teachable sale that adds them to a course-specific series helps you welcome new students immediately.

5 – Send an abandoned cart email

Sometimes customers check out your products but aren’t ready to buy…yet. When a person gets close to buying but never finishes the sale, it’s considered an ‘abandoned cart.’ Sometimes, it is possible to make a sale later if you use the right automation.

With Zapier, you can use a Shopify abandoned cart as a trigger that tags subscribers. When the abandoned cart tag is added, your ConvertKit visual automation knows it needs to send a follow-up message in a few days. Simply reminding someone of what they left behind can be enough to make the sale.

Bonus – Celebrate each sale

This last automation won’t radically change how you run your business, but it’s fun. Every sale deserves a celebration, and a ConvertKit and Slack Zap do just that.

A new ConvertKit Commerce sale triggers the Zap, sending a message on Slack. As long as you turn on Slack notifications, you can get a real-time alert as soon as you make a sale.

The right tools transform your workflow

Your audience values your content because of your unique personality, perspective, and experience. When you use ConvertKit and Zapier together, you spend more time on the tasks that make your business stand out. You can grow your audience faster by dedicating more attention to content creation and promotion and less time to moving data between tools.

Want to start working smarter? Learn more about using ConvertKit and Zapier together and explore the Zap possibilities, then sign up for a ConvertKit free trial to get started.

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Steph Knapp

Steph Knapp is a freelance B2B + SaaS content marketer that loves educating and empowering curious humans. When she's not typing away, you'll find her volunteering at the animal shelter and obsessing over a new hobby every week. She shares marketing, freelance, and cat content on Twitter @ hellostephknapp.

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