Want to try #SmartSuite for free? Use our affiliate link to get started: https://processdriven.co/smartsuite?u...
Need to learn #SmartSuite? Master the basics in ONE day: https://processdriven.co/services/sma...

Prefer to read along? Here’s what you need to know: https://processdriven.co/smartsuite/a...

Steal the software featured in this video (affiliate links):
SmartSuite for organizing work, tasks, and data: https://processdriven.co/SmartSuite?u...
Gusto for streamlined management of HR, including time off: https://processdriven.co/gusto?utm_so...
Zapier for integrating SmartSuite and Email: https://processdriven.co/zapier?utm_s...

Like many small business owners, you probably have several software programs in your data stack. Because personnel information is sensitive and there are legal issues like compliance to contend with, companies often use dedicated human resources solutions to handle hiring, payroll, and benefits. However, getting different software and apps to work together can be challenging. You may find too much time is spent manually transferring data from one program to another.

In this video, I demonstrate how to use email to automatically transfer a timeoff request generated in the HR platform Gusto to the work management tool SmartSuite to reduce data entry, centralize workflows, and stay organized.

SmartSuite is offering our audience 15% off the first three months of any subscription type or size (limited to one code per customer). If you're interested in receiving 15% off your SmartSuite plan, please get in touch with us.

Here's what we'll cover:
00:00 How to turn emails into Records in SmartSuite
01:49 Step 1: Identify the email you'd like to enter into SmartSuite
03:13 Step 2: Determine where you'd like to store information in SmartSuite
05:00 Step 3: Use Zapier to connect SmartSuite to your desired software
07:10 How to create a custom Zap
19:00 Step 4: Test your Zap
19:50 Step 5: Add the Zapier Parser inbox to your contacts
20:45 Step 6: Create an automation in SmartSuite

 / / / / MORE FREE RESOURCES / / / /
Watch our FREE strategy training here: https://processdriven.co/blueprint?ut...
Join our FREE Facebook Group by visiting: https://processdriven.co/group?utm_so...
Want to steal our gear/setup/software stack? https://processdriven.co/gear/?utm_so...

/ / / / SUPPORT OUR WORK / / / /
Want to work with #ProcessDriven to get your systems & processes in order? Check out our signature program at https://processdriven.co/services/mem...
Become a ProcessDriven Affiliate + earn commissions: https://processdriven.co/partner/?utm...
Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://processdriven.co/sponsor/?utm...
☕ Want to just say thanks? Buy #ProcessDriven a Coffee at https://processdriven.co/buycoffee?u...

 / / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_so...