B2B Wave + Zapier Integration: Save Time with Automation for Wholesalers
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Automating tasks is vital for any wholesale business. You can accomplish what once took hours of time and labor in just a matter of seconds. By adopting automation, you can grow your business while automation software takes care of your repetitive tasks.
But how do you get started with automation?
Where can you find the perfect automation tool for wholesalers?
This is where Zapier comes into play!
Zapier is one of the world's most prominent players in B2B eCommerce automation. It connects thousands of apps, allowing them to work together seamlessly.
This is especially useful for wholesalers since there are many moving parts.
Coordinating sales, orders, and product management used to be complicated. But now it's easier than ever to automate both the complex and straightforward activities your wholesale business requires by using B2B Wave with Zapier and the 3,000+ apps it connects with!
What is Zapier?
Zapier is a platform that automates parts of your workflow without you needing to write a single line of code. It saves you time by automatically performing actions when certain "events" occur.
- You have full control over the setup.
- You pick what happens when an event occurs.
- You can even set up multiple actions for a single event!
But Zapier's main strength is its versatility.
Because it integrates with over 3,000 apps (that's quite a bit of automation), there will likely be a solution for any task you need automated.
How Does Zapier Work?
Zapier works through a system of triggers and actions. When a trigger event happens, the Zapier software automatically performs one or more actions (actions based on your choosing).
Let's think about how email software works. Our example trigger will be a user's subscription. When a new user subscribes to our mailing list, the software performs 2 actions:
- Adds them to a mailing list
- Sends them a welcome email
These two are automated actions resulting from the trigger event. Zapier allows for more complex workflows, but the underlying principle is the same.
Getting Started With Zapier
Zapier is all about automating your processes. So before creating a Zapier account, you need to identify any existing apps you use in your regular workflow.
Once you've created an account, pick the apps that make the most sense for you. Connect them to your account, and look for ways to apply your connected apps.
Remember, Zapier rewards creativity!
How B2B Wave & Zapier Can Help Your Wholesale Business
We mentioned that Zapier saves you time and reduces errors in your process, but how?
By reducing the amount of data you need to input in your system manually!
Every keystroke (or handwritten character if you're more traditional) is a chance for error. And let's not get started on the time you spend verifying every piece of information is correct or that everything is updated accordingly.
It's time you could have spent doing something else, building customer relationships, optimizing your marketing efforts, or expanding your catalog.
To find success as a wholesaler requires every little part to work flawlessly. A tiny mistake can snowball into a logistic nightmare if not taken care of at once!
How to Connect B2B Wave & Zapier
Log into your B2B Wave Dashboard, click on your username on the screen's top right corner, and select Profile.
Visit the API configuration tab, and copy your Zapier credentials.
Keep them ready — we're about to use them.
Sign up to Zapier, or log in if you already have an account. The free plan is enough to get you started, although some integrations, like Salesforce, need a premium one.
Click on My Apps on the left column. Here you'll see all apps connected to your Zapier account.
Select Add connection from the top right corner, and search for B2B Wave in the popup window. Click on the app's icon.
Zapier will open a new browser window asking if you want to allow Zapier to access your B2B Wave account.
Paste the Zapier Username and Zapier Password you got from the API configuration, and click on Yes, continue.
Go back to the My apps page — B2B Wave should be there now.
To make sure everything worked fine, click on B2B Wave. Then, on the three dots on the right of B2B Wave. Select Test connection, wait for a couple of seconds, and you should get a "Test successful" result.
Important: If the test fails, try again later. It could be a connection issue. If it's still not working, delete the app connection and repeat the process.
Now, connect any other app you need to integrate with B2B Wave. The process is the same. From the My Apps tab, click on Add Connection and pick the service you want to connect. Log into it to provide Zapier with the required permissions.
Let's say you want to automate email marketing.
- You’ll want to connect your platform of choice to Zapier
- Then you'd create a Zap.
- Next, you'll set any new orders on your B2B Wave storefront as a trigger.
- Finally, you'll create 2 events. One that adds the customer's email to your list, and another that sends them a "Thank you for your purchase" note.
And you're set!
Remember, Zapier makes it easy to do all of this, even if you don't have much technical knowledge.
Start Automating your B2B ecommerce Taskswith B2B Wave & Zapier Today
Automation frees up time and manpower for other tasks. It also makes mistakes less likely to happen. We are human. We make mistakes — but when it comes to wholesale brands, mistakes are costly.
Thanks to our Zapier integration, you can focus your energy on activities that truly move the needle with minimal technical knowledge.
- Log into your Zapier account.
- Connect B2B Wave and the other apps you use with Zapier.
- Create Zaps based on your B2B store's events.
- Sit back and watch the magic of automation unfold before your eyes.
Are you convinced but unsure about how you could take advantage of Zapier's power? Contact us to see if we can help you unleash your creativity.