PBX Extended: Instagram Tips & Tactics

This session is all about leveling up your Instagram account. Michelle's goal is to provide practical and hands-on recommendations for helping your business improve its brand story, visibility, and engagement on Instagram.

Jump to Section
00:21 – Intro + who Brent is
01:01 – Brent’s background and why he uses Zapier
01:39 – What Zapier does
02:32 – Exploring apps you can connect
03:18 – Example: Instagram → Facebook post
04:08 – Brent’s current zaps
04:34 – Using Zapier with Check Cherry + Keap
05:21 – How a basic two-step zap works
08:10 – Creating a new zap
08:51 – Favorite zap: Check Cherry → Keap
09:09 – New Check Cherry lead → CRM
11:28 – Stripe → QuickBooks automation
14:04 – Other Zapier ideas (Google Sheets, Docs, etc.)
16:00 – Facebook Lead Ads → CRM → text alert
18:54 – Warning about over-automating
19:08 – Zapier pricing levels
20:21 – Finding ideas in the Explore tab
22:29 – Possibility overload
23:30 – Task limits
23:40 – Check Cherry not listed publicly yet
24:50 – Example: saving email attachments to Dropbox
26:17 – Story: missed Facebook leads without automation
27:43 – Why Zapier is worth it
28:26 – Combining strengths of tools
29:33 – Contact info + how Zapier notifies him
29:40 – Recording + survey note
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