Best Zapier Automation Templates by Industry (2026)
Building automations from scratch takes hours you don't have. These ready-to-use Zapier workflow packs are built for specific industries — each one ships with 7 pre-mapped workflows, email templates, and a quick-start guide. Pick your vertical and you're running in under an hour.
Zapier Templates for Real Estate & Mortgage
Automate lead capture, follow-up sequences, and CRM updates for real estate agents and mortgage brokers. Stop manually entering leads from Zillow, Facebook, and your website into your CRM.
- →New lead → CRM + instant SMS follow-up
- →Property showing request → Calendar + confirmation email
- →Closed deal → task list + referral ask
Zapier Templates for E-commerce & Shopify
Automate order notifications, abandoned cart recovery, and review requests for Shopify stores. 7 workflows built for DTC brands running on Shopify + Zapier.
- →Abandoned cart → 3-email recovery sequence
- →New order → Slack alert + fulfillment task
- →Post-delivery → review request email
Zapier Templates for Agencies
Streamline client onboarding from intake form to Notion project setup. Stop copying client info between forms, spreadsheets, and project management tools.
- →New client form → Notion project + Slack alert
- →Kickoff scheduled → welcome email + calendar invite
- →Project closed → feedback request + offboarding checklist
Zapier Templates for Content Creators
Automatically repurpose long-form content across platforms. One video or blog post → Twitter thread, LinkedIn post, Instagram caption, and newsletter — without manually reformatting each one.
- →YouTube published → auto-generate social captions via OpenAI
- →New blog post → email newsletter draft + social queue
- →TikTok uploaded → cross-post to Instagram Reels
Zapier Templates for HR & People Ops
Automate hiring workflows, employee onboarding, PTO tracking, and offboarding checklists. Built for HR managers and People Ops teams at companies using ATS tools and Google Workspace.
- →New application → ATS entry + Slack alert
- →Offer accepted → onboarding checklist + IT ticket
- →Employee offboarding → revoke access checklist + exit survey
Zapier Templates for Finance & Bookkeeping
Automate invoice logging, overdue reminders, expense tracking, and monthly financial reports. Built for bookkeepers and finance ops teams using QuickBooks, FreshBooks, or Wave.
- →New Stripe payment → Google Sheets log + Slack alert
- →Invoice overdue → reminder email sequence
- →Monthly close → automated report digest
Zapier Templates for Sales Teams
Automate lead enrichment, deal stage transitions, demo request handling, and monthly pipeline reports. Built for B2B sales teams using HubSpot or Pipedrive.
- →New lead → Clearbit enrich + score + Slack
- →Demo booked → confirmation + CRM update
- →Closed Won → CS handoff + success email
Free guide
Get the free guide
5 Zapier workflows every small business should be running. Free, instant access.
No spam. No credit card. Unsubscribe any time.
Ready to automate?
Complete Automation Bundle
All 8 industry-specific Zapier packs. One price.
What's Inside Every FlowPack Template
Each pack includes 7 pre-mapped Zapier workflows with full field mappings, 3 email templates, a monthly ops checklist, and a quick-start guide. Download once, set up in under an hour, and stop rebuilding automations from scratch.