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s a photographer, you’re busy! You’re managing the logistics of your photography business, your website, multiple projects, social media marketing, CRM, scheduling, emailing, shooting, culling, editing, delivering galleries, coordinating print sales, and SO much more. What if you could make a few of your photography business tasks automated with the CloudSpot and Zapier integration? 

It’s easy to let tasks slip through the cracks without proper systems in place. Fortunately, with the CloudSpot + Zapier integration, you can automate many parts of your photography workflow, building more purposeful systems designed to save you time while making you money. 🙌

Zapier is a web-based application that allows you to integrate and connect many of the apps you use to automate your photography workflow. When connected with CloudSpot, there are countless ways that you can use the integration to connect CloudSpot with other apps that you use daily. We’re sharing some of the most popular and creative ways to use the CloudSpot + Zapier integration to help inspire you to craft more efficient systems for your photography business. 

Connect to your Email Marketing Platform

Imagine a world where your print orders are synced to your email marketing platform or your contacts in CloudSpot match the contacts in your email marketing platform such as Flodesk, Dubsado, Honeybook, MailChimp, or otherwise. 

CloudSpot user, Rachel Jordan, loves connecting CloudSpot to her galleries. Her connection is set up to add all those that visit her galleries to her email marketing platform. This is a huge way that she works to sell out her mini sessions! She’s also connected CloudSpot to filter print order emails to her email marketing platform. By keeping a list of people who have purchased prints, she is then able to reach out and let them know when she is having a sale! 

We recommend checking out Anti-Spam laws in your area to ensure you are in compliance with laws in the jurisdictions of individuals that you will be in contact with such as GDPR and CCPA. 

Build custom audiences for Facebook and Instagram Ads

If you are an avid user of Facebook Ads Manager to sell mini sessions, prints, or other products online, this connection point is going to blow your mind. 🤯 You can use Zapier to connect CloudSpot to your Facebook Ads Manager to sync your client email addresses and build custom audiences! This increases your visibility with people that are already interested in your business so you can retarget them with event or holiday-specific offers. 

Connect to your Customer Relationship Manager (CRM) to create new Collections

Skip the step of creating new Collections with this standout tip from CloudSpot Photographer, Mira Whiting! Mira has created a Zap to connect her CRM to CloudSpot. Whenever someone officially books a session on her CRM, Zapier automatically creates a Collection for that client in CloudSpot! All she has to do then is upload images post-session. This will save you a step down the road when it’s time to deliver your final client gallery! 

“The connection between Honeybook and CloudSpot has really simplified my workflow -- I'm able to automate creating new collections as soon as my clients sign their contracts so I don't even have to think about it.

I no longer have to go through the process of creating a collection for each client -- it may seem like a small thing, but every bit of streamlining counts and it's really nice to finish editing a big set of images and have the collection just waiting for me, ready to upload! I have three busy kids in addition to running my business, and having any steps I can take off my plate is a huge, huge help,” says Mira Whiting.

Connect to your CRM to create new contacts

If you’re tired of flipping back and forth between tabs to grab client email addresses to send their final gallery, automate it! Connect your CRM to CloudSpot with Zapier to automatically create new Contacts in CloudSpot each time you book a new project. When it comes time for gallery delivery, simply type in your clients’ names and select their contact! The heavy lifting will be done for you and their information will automatically populate. 

Connect to your accounting software to track print sales

Easily keep track of sales and print orders by connecting CloudSpot to your accounting software. Every system is a little different, but if you’ve been looking for a way to ditch manually tracking revenue from each print sale, this is the perfect automation for your business. If you track expenses and income via spreadsheet, you are also able to connect to Google Sheets and Excel.

Connect to task manager to track and monitor print orders

If you use a task manager like ClickUp or Asana, you’ll be able to automate task creation for unique events that occur within CloudSpot! One of our favorite suggestions is for those who Custom Fulfill print orders and use a task manager. Using Zapier to connect the two, you’ll be able to automatically create tasks related to each print order to be added to your to-do list. You can also use automation to automate task creation like writing thank you notes to those who place Auto Fulfillment print orders. 

Not sure where to start? Just search for CloudSpot on Zapier and enter the name of an app or software you would like to connect with CloudSpot in the search bar on the page. You’ll receive a number of helpful resources! If your app is already integrated with Zapier, you’ll be able to click on the app which will bring you to a page full of options and popular connections. This is a great way to get started automating your workflow! Happy zapping!

Ready to get started with CloudSpot? Click here to get started for FREE!

Posted 
Apr 28, 2022
 in 
Workflow
 category