Zapier: Connect The Tools You Use AutomaticallyThe first time you hear about Zapier, it may not seem that useful.But once you understand what it can do, you’ll realize that it can be used in thousands of common marketing situations. The concept is simple, but broad: Create “Zaps” that connect two applications together. When something happens in one app, make it do something in the other. Because Zaps are so general, they can be used in thousands of different situations. Here’s how easy it is to set one up: You can make your own (like above), or use one of the hundreds of Zaps that have already been created and published. Here are some examples of popular ones:
- Save new Gmail attachments to Google Drive
- Save Gmail emails containing certain keywords to a Google Spreadsheet
- Create Google Calendar events in bulk from new Google Sheets spreadsheet rows
- Add rows of Tweets to a spreadsheet and automatically add those to your Buffer queue (another tool on this page).
HubSpot CRM: Free Customer Relationship Management SoftwareAny B2B business can benefit from using customer relationship management (CRM) software. It keeps tracks of your contacts, any information you have on them, and anything you’ve done with them (calls, emails, status updates, etc.). Instead of adding all this data manually, like on a spreadsheet, a good CRM will automate as many small tasks as possible. While there are many CRM tools, HubSpot’s CRM is among the best. It’s simple to use, has all the core functionality you could ask for in a CRM (e.g., can make calls, emails, and take notes), and has advanced automation functionality for advanced users. You can stack it up against any other paid CRM, and yet HubSpot offers its CRM completely free. Here are a few small things that HubSpot automates for you. First, when you add a “company,” it will attempt to pull in and store relevant company information automatically. This includes data like:
- Size of company
- Time zone
- A brief description
- Marketing Hub
- Sales Hub
- Customer Service Hub.
Mautic: All-in-one Open Source Marketing AutomationMautic is a CRM and marketing automation platform. It’s similar to HubSpot’s CRM in most aspects, but can be used (potentially) completely free with no limits. HubSpot is generous, but still has some limits (e.g., only 15 minutes of calling on the free tool), while Mautic does not. Just like WordPress, there’s a free version you can download and set up yourself. Or, you can purchase a plan where the setup and hosting are all taken care of for you. There’s a free sandbox mode that you can test and do quite a bit with before you decide if you want to purchase to unlock all the features. In the software itself, you can add contacts just like any other CRM and keep track of any information you gather: The automation kicks in after this. You can install a Mautic pixel (just a line of code) on your website and any other web pages, which will allow you to gather extensive information about your users. The event log is compiled automatically for each contact, and you can see:
- Page visits
- Form completions
- When a user moves to a different segment for you.
- Email marketing
- Landing page creation
- Form creation
- Lead scoring
Mailchimp: Email Marketing AutomationMailchimp is famous for the free plan they offer. You can add up to 2,000 contacts to an email list, and send up to 12,000 emails per month on it. To make it even better, Mailchimp’s full suite of automation features is included on all plans (including the free one). Automation and email marketing go together perfectly. Ideally, you want to write an email once, and then send it to certain subscribers at a certain time automatically. Tools like Mailchimp allow you to do this. When you go to create an email, there are several options under the “automated” tab: Some of the most popular options are to send an email:
- When someone signs up for a list
- When a cart is abandoned
- To follow up on purchases
- To say happy birthday
Buffer: Schedule Social SharingMost bloggers and small businesses can’t afford the time it takes to manually create posts on social media. It’s just too slow. That’s why tools exist to let you schedule posts in advance. Doing it as a batch is much more efficient, and doesn’t require you to check in every day at a certain time to make a post. Of those tools, not only is Buffer arguably the best, but it also offers a solid free plan. On the free plan, you can connect up to three social media accounts, and schedule up to 10 posts in advance on any of the following networks:
Link Prospector: Make Manual Link Building Prospecting More EfficientThe Link Prospector, made by The Upper Ranks (an SEO agency) is a completely free tool that all manual link builders should be using. It’s a great example of semi-automating tasks that still need a manual touch. When you’re doing manual white hat link building, you spend a lot of time opening up URLs to see if it’s actually a good page to target for a link. If you add up all the time spent pasting in URLs, waiting for them to load, and moving between tabs, it’s a lot of wasted time. This tool lets you paste in a list of URLs to go fetch: After submitting the URLs, it loads a small version of each URL in the same tab. No switching tabs needed, you just scroll down the page and reject any pages that you don’t think are good link targets: You’re left with good targets for link building. From there you’ll need to copy down the “good” URLs manually (which could also be automated), but it still saves a lot of time overall. What do you get if you pay? Nothing, since it’s a free tool. But you could hire the agency behind to tool if you ever need link building help.
How Do You Know When Upgrading to a Paid Tool is Worth It?The free plan will occasionally suffice for your requirements. However, two primary reasons justify transitioning from a free to a paid plan for these tools. First, you may outgrow them, which will be obvious. You may need to store more contacts or add more accounts than the free plan allows. If you’re happy with the free plan and the tool is effective, you can be sure you’ll get the return on your investment with an upgrade. Second, if the paid plans are pretty cheap, you may just want to support the creators if it’s helping you to make a lot more money.