Zapier setup guide
Zapier Best Practices for Home-Service Teams
Recommended patterns for filters, paths, delays, lead routing, team alerts, and reporting workflows.
Use filters before actions
Filter out spam, test records, non-service-area requests, low-priority campaigns, or statuses the office does not need.
Use paths for different follow-up rules
Emergency plumbing calls, HVAC replacement quotes, roofing inspections, and pest-control requests often need different destinations, owners, and messages.
Use delays intentionally
Delay non-urgent reminders, reporting rows, or nurture updates. Do not delay emergency or hot lead notifications.
Keep one owner
Every Zap should have a business owner who understands why it exists and what should happen when it fails.