Send Promotional Products Automatically With Zapier and Marketing Automation

The process of implementing marketing automation tools into your online business efforts can be a daunting task. Luckily, there are tools out there that make automating marketing processes easy and effective.

In this blog post, we will go over how you can use Zapier alongside marketing automation tools to send promotional products out automatically.
What Is Zapier?

What Is Zapier And How Can It Boost Your Marketing Automation Strategy?

Zapier is a web automation tool that allows you to connect and interchangeably communicate (send and receive data) between multiple apps, many of which suit a variety of use cases.

When a connected app or website sends out data, Zapier will be able to pick it up without any extra manual work on your end. As a result, marketing automation tools save you time and energy, which in the long run allows you to focus on other important tasks and projects.

With marketing automation software, you can automate routine tasks without any work on your part. This tool’s presence is incredibly helpful when it comes to sending promotional products to prospects and customers.

Why Use Marketing Automation For Your Business?

Marketing automation tools offer many benefits that can ease the pressure of running a business for both you and your sales team.

Some of the main benefits include:
  • Automate repetitive tasks that you have to do manually
  • Increase productivity by freeing up time for more critical tasks
  • More consistent branding and messaging across all platforms
  • Greater customer engagement and interaction with automated messages
Marketing automation tools can help you save time and effort while achieving more optimal results than you would manually.
Marketing Automation And Zapier

How Does The Integration Work Between Marketing Automation And Zapier

Now that we have a general understanding of what both Zapier and marketing automation is, let's take a look at how we can use the two in tandem for greater results.

In order to use marketing automation with Zapier, you will need to create a Zap. A Zap is basically an automated process that happens when certain conditions are met.

You can create a Zap with as many processes as you need, and they will all happen automatically without any work on your end.

How Can Zapier and Marketing Automation Help With Promotional Product Delivery?

Now that we know a little more about what Zapier is and how it can help with marketing automation, let's take a look at how this can be used to send promotional products automatically.

Zapier can be connected to multiple channels, including CRM and marketing automation platforms.

This means that you can set up a Zap that will automatically send a promotional product to someone after they have been contacted by your sales team.

This ensures that the customer journey is followed and that the right promotional products are being given to leads and potential customers.

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How To Set Up A Campaign With Zaps And Marketing Automation

Now that you know a little bit about how to use Zapier and Marketing Automation together, let's walk through setting up a campaign. We'll start with the basics: creating your zaps and then setting up your automation rules.

Step #1: Connect Your Marketing Automation Platform

First, you will need to connect your marketing automation platform. You can usually do this by typing in the name of your software provider but you could also use the Webhooks by Zapier app.

Once your platform is connected, you will be able to send data from it using the Zapier automation tool.

Step #2: Choose Your Promotional Products App for the Trigger

Once your marketing automation platform is connected, you can move on to configuring the trigger.

This will be where you select the Promotional Products app that you'll be using to automatically send promotional products to your leads, prospects, and customers.

Step #3: Set Up Your Automation Rules

Now that you have created your Zap, it's time to set up the automation rules. This will tell Zapier what needs to happen in order for the Zap to do its work.

You can set up as many rules as you need for your campaign. This will allow you to send promotional products automatically and have complete flexibility over your automation.

You can customize the timing of when these promotional products are sent out based on an action that happens in your CRM and marketing automation software.

With these steps completed, you now have a fully automated campaign that will send promotional products automatically to anyone who is involved in your sales process.

Why Should You Use This Technique For Customer Engagement?

Using this technique will allow you to increase your engagement with your prospects and customers while saving time and money. Additionally, this combination also ensures a consistent brand experience across all platforms, which is excellent for creating a stand-out, solidified presence in your brand.

This process can be implemented whether your sales team is present, idle, or just you! You’ll find yourself saving on both time and effort through use of these practices.

In the end, you will see an increase in engagement with your customers thanks to the sheer consistency and accuracy provided by automation.
Benefits of Sending Promotional Products

Benefits of Sending Promotional Products with Zapier and Marketing Automation

Here are a few of the key benefits that come with implementing marketing automation tools into your work, as previously mentioned above:
  • Increase customer engagement - This is done by providing your customers with promotional products as they engage across all platforms, including email and social media accounts.
  • Save time and money - Automating the process of sending promotional products eliminates the need for manual input, which saves both time and money.
  • Consistent customer experience - By automating the delivery of promotional products, you are ensuring that all customers receive a consistent brand experience no matter what stage of the sales process they are in.
  • Increased Return on Investment - Automating the delivery of promotional products allows you to send more relevant and targeted products, which leads to an increased return on investment. 
Zapier makes it easy to automate the delivery of promotional products with its app integration features.

List of Promotional Product Companies You Can Integrate with Zapier

There are several promotional product companies that you can integrate with Zapier. Here are some of the ones we suggest checking out:
  • Printfection - Printfection is a great company to use for promotional products. It has a wide range of products to choose from and offers high-quality printing.
  • Printful - Printful has a wide range of products and offers high-quality printings and excellent customer service.
  • Swagup - Swagup offers a wide range of products and can fulfill large orders.
  • Sendoso - Sendoso offers unique promotional products and is great for customized branding.
  • - has a wide range of products to choose from and offers excellent customer service.
All of these companies are excellent options to use with Zapier to automate the delivery of promotional products.
Create Successful Campaigns

Tips On How To Create Successful Campaigns That Will Increase Conversions

There are a few key things to keep in mind when creating promotional product marketing campaigns:
  • Keep your goals in mind - What do you hope to achieve with this campaign? Increased brand awareness, increased customer engagement, or higher conversion rates?
  • Make sure your products are relevant - Your products should be relevant to your prospects, customers, and the goals of the campaign.
  • Keep your branding consistent - Your brand should be the same across all promotional product campaigns. This helps increase conversion rates and allows you to scale up your business faster.
  • Use trigger-based automation - Trigger-based automation is the best way to automate this process so that it runs on its own.
These are just a few tips to keep in mind when creating promotional product campaigns.

Start Growing Your Business with Pulse Today

Pulse is a powerful CRM and marketing automation software that brings consistency and real-time reporting to businesses, which helps companies grow smarter and faster.

Instantly get access to Pulse's powerful tools that help companies grow smarter and faster.


Zapier is a powerful tool that can help increase the ROI (return on investment) of your promotional product campaigns. Using marketing automation and Zapier together, you can automate processes, which saves time and money while also increasing customer engagement.

If you’re looking for professional assistance with setting up, managing, or understanding these technologies, contact us! We’ll work with you one-on-one and show you exactly what it takes to create an automated business plan from scratch. You won’t have to overwhelm yourself with all of the required research, as we serve as an all-in-one resource for your automation needs!