Running a business means having to use a wide range of different online tools and services. Sometimes switching from one program or tab to another can get frustrating, and whenever there are inconsistencies and you’re not able to finish a task easily, it can really eat away at your patience, time, and profit margins.
That’s likely why you’ve decided to look at utilizing Zapier, an incredibly versatile online program that lets different tools “talk” to each other. It automates tasks like adding new clients to a sales CRM whenever they’re booked on a website or turning Office 365 emails into Todoist tasks. Streamlined services like these are extremely helpful, but those unfamiliar with how Zapier works or want to maximize its functions might need the advice of certain experts.
How can you find and hire the right person who’s knowledgeable about Zapier and can utilize its functions for your specific needs? In this article, we provide a step-by-step guide on how to find and hire the right Zapier expert to automate digital tasks.
Table of Contents
Tips for Finding a Zapier Expert
1. Ask for referrals
Before you start writing job postings, traversing job boards, and searching for the right candidate, ask your network of friends, colleagues, family, and bosses for any personal referrals. Chances are, they’ve also worked with people who have ample experience with Zapier or know someone who can help you out. This way, you can add to your list of potential interview candidates before you’ve even started searching online.
Asking someone you know and trust for a referral can be beneficial since it’s easier to communicate your business’s needs to colleagues and family members than a job board or a large directory. Even if you don’t immediately find a potential candidate through referrals, your colleagues might be able to help specify the type of candidate you're looking for. Since Zapier is an all-encompassing tool, you’ll find that knowing what to look for will be helpful in identifying the right candidate.
2. Know the skills/tasks you’re looking for
If you’re a technology expert and already know the type of Zapier assistance you’re looking for, you can move onto the next step. But chances are, most people who are hiring Zapier consultants are doing so because they don’t fully understand its capabilities. As mentioned before, Zapier is an incredibly robust tool, so it can be hard for beginners to understand exactly what programmatic skills you’re looking for in a candidate. You can do plenty of research on your own, but at a point, Zapier might get too confusing.
If you don’t feel comfortable with the technical terminology, leave it out of the equation. It’s okay to leave these components to the actual experts. Don’t plan on listing off programming language and other technical terms without knowing exactly what they mean. Provide the business requirements and what you generally want to get out of Zapier.
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Are you unsure about how to set up more complex automations? Do you want to use Zapier to automate social media ads, or your Gmail inbox? Are you just looking to automate things but just can’t figure out how? It’s good to identify these specific needs at the outset, as it’s going to help find the right candidate for you down the line.
3. Create Zapier job posting
Once you’ve figured out the type of expert you want, it’s time to draft a job post. Job postings should generally include an overview of your business, a summary of the position including tasks expected of a candidate, a set of required skills, and a list of qualifications.
Try to incorporate the specific needs and tasks that you’ve identified in the previous steps when consulting with colleagues or brainstorming with yourself on what you want to get out of Zapier. Again, it’s worth noting that Zapier is a robust tool and many programmers may be great at integrating it with specific programs, but they might not be experts at building out workflows with your custom web applications.
This is why it’s important to be as specific as you can with the tasks that you want your Zapier expert to execute, as well as their work experience and qualifications. If you want a candidate who will provide general help with Zapier to maximize its basic functionalities, you should state that in the posting. If you want candidates who have experience specifically with using Zapier to automate emails, e-commerce ads, or social media sharing, you should explicitly state that in the post. Perhaps you want someone with extensive programming or web design experience. You may not want to pay for someone who is overqualified for what you’re looking for, and you don’t want to pay someone who is relatively inexperienced in the automation process that you actually need.
4. Seek out job boards and directories
If you go to popular sites like UpWork, Indeed, ZipRecruiter, or even Zapier’s own expert directory, you’ll find literally hundreds of different options. You’re not going to have the time to sift through all of these candidates, nor should you really try to. This is why having a highly specific job posting for your Zapier expert is crucial, so the right candidates come to you instead of fishing for the person you want.
Even still, the candidate pool for these sites can still be overwhelming, making it harder to narrow down a list of candidates who apply for your position. Try using these sites’ different functionalities to your advantage as much as possible. The Zapier expert directory allows users to browse through their long list of trusted partners, but you can also submit a “Request for Proposal” that specifies what processes, applications, and other Zapier-related needs you’re looking to operationalize. Using these functions can hopefully match you with candidates that align with your business needs and streamline the search process.
5. Narrow down candidates and interview
Once you’ve found a list of candidates that meet your expectations, it’s time to narrow down who can provide you with the best Zapier-related expertise. Try and immediately rule out candidates who do not specify your job posting’s requirements in the application.
Carefully view their past experiences and noted qualifications to see if they align with what you need. A candidate might have plenty of experience with automating on Zapier, but do they have experience with automating what you specifically need?
After you’ve narrowed down your candidates, it’s a good idea to contact them for an interview or a simple introductory call. For these conversations, ask specifically about the experiences they’ve noted in their application, and mention their expertise with automating programs that are important to you and your business.
Zapier Interview Questions
- How many years of overall experience do you have with using Zapier?
- What’s the most complicated Zap you’ve ever built?
- How familiar are you with using webhooks?
- Have you ever had to build out workflows with custom web applications?
These questions are only examples that illustrate very specific uses for Zapier, so frame them based on what you’re looking for from candidates.
Also, either in the application or during the interview if you forgot, ask for two or three references and contact them to get a more rounded view of what your candidate can do. Take a look at their work for these references to get a better sense of what your Zapier expert can provide.
When finding the right Zapier consultant for your business’s needs, it ultimately comes down to finding the proper channels to court applicants, fully utilizing the resources provided by those channels, and being as specific as possible with the application process. Doing so will save you time when looking for the perfect candidate, and you’ll be using Zapier to streamline your business tasks in no time.
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Looking at Zapier to automate tasks for your business, but don't know where to start? Sign up to receive a FREE Zapier Blueprint. Our Expert Zapier Partners can provide you with a 360° evaluation of your business's technology. In addition, we'll develop a custom automation strategy that will provide you with a clear path to eliminate wasted time and streamline critical marketing and sales tasks.