3 ways to automate systeme.io

3 ways to automate systeme.io

Today, not every business sells physical things. From apps to online courses, some of the most successful companies have made their mark selling digital products. And with their all-in-one platform, systeme.io is there to help make selling those products easy.

But even though it’s an all-in-one solution, you’re still likely using other tools alongside systeme.io—whether that’s your personal email address, a spreadsheet, or an online form. Keeping all of those tools in sync can throw a wrench into your online business, especially as your sales volume grows. 

That’s where automation comes in. You can use Zapier to connect systeme.io to thousands of other apps—and turn everyday work into fully automated workflows called Zaps. Not sure where to start? Here are some of the most popular ways to automate your work with systeme.io. 

New to Zapier? It’s workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Seamlessly connect systeme.io with your spreadsheets

Spreadsheets are an amazing tool for any business: They’re a powerful way to store, organize, and analyze information. If you’re using systeme.io to run your online business, spreadsheets can help unlock valuable insights about your customers and your content or make it easier to share that info across your team—if you can keep all that information up to date.

Instead of trying to manually export Systeme data into a spreadsheet, you can automate the entire process. These Zaps add new rows to a spreadsheet based on activity in systeme.io—no copy-pasting required.

You can also create a Zap that does the opposite. These workflows add new contacts to systeme.io—or update existing ones—based on new spreadsheet rows. 

Send emails for key systeme.io activity

When a customer opts in to your page in systeme.io, they’re indicating they’re interested in what your business has to offer—and that they want to stay in touch. But actually keeping in contact with your customer base can be overwhelming, especially at scale.

That’s where automation comes in. With these Zaps, you can automatically send an email to the customer whenever they opt in to your page—so you can confirm that they’ve opted in and continue sharing everything you have to offer. 

If you’re using an email marketing tool alongside Systeme, you can automate the process of creating or updating subscribers in that tool, too. 

Add contacts to systeme.io from all your customer touchpoints

As your business grows, so will the number of ways you find and stay in touch with customers. But adding all of that information to systeme.io can involve a lot of moving parts—and time. 

For example, if you use an online signup form to capture new registrations or to gauge interest in a particular offering, you’ll need to add that information to Systeme. That’s where automation can be a lifesaver. With Zapier, you can create an automated workflow to do just that—so you always have the most up-to-date contact list in systeme.io.

Similarly, you might offer personalized consultations, one-on-one appointments, or webinars to your customers. Instead of manually updating systeme.io with that information, you can use automation instead. 

You can also create a Zap that takes new leads from your digital ads and adds them to Systeme as contacts—or updates existing contacts based on how they’ve interacted with your online ads. 

The same is true for sales and payment info. Whenever someone makes a purchase, Zapier can create, update, or tag the right customer in systeme.io—so you have a 360° view of their activity.

Grow your online business with systeme.io and Zapier

Online businesses are just as challenging to run and scale as any other business, but your apps shouldn’t make it even harder. With systeme.io and Zapier, you can create powerful automations that do work for you—so you can focus on growing your business, not doing busywork. 

by Zapier