Zapier Templates
Zapier Templates
Many templates for popular apps; note the plan limits.
Prebuilt Zapier Zap templates by scenario: lead management, sales, marketing, customer support; connect apps without code.
Overview
Zapier Templates is Zapier's library of ready-made automation templates. Each Zap template already has a trigger (the event that starts it) and actions, giving you a working starting point instead of building from a blank page.
The library is organized by scenario such as lead management, sales pipeline, marketing campaigns, customer support, data management and projects; there are also department starter kits and templates for products like Tables, Forms, Chatbots and Agents.
When using a template, you connect your own app accounts, fill in the empty fields, test each step and turn the Zap on. The Zap you create runs independently of the original template, so you can customize it freely.
Highlights
Templates with trigger and actions
Each template already links the trigger event and actions; you only connect accounts and fill in information.
Organized by scenario
Browse by lead, sales, marketing, customer support, data, projects or department starter kits.
Guided templates
A guided template opens a step-by-step wizard: connect apps, fill fields, variables and testing.
Found in many places
Templates appear on the dashboard, the explore page, the app directory and Zapier's templates page.
Customizable after creation
You can add filters, data formatting, delays or branching; some features need a paid plan.
What it's for
Collecting leads from many sources
The sales team automatically brings leads from forms and ads into one place and notifies the owner.
Helpdesk via Slack
The support team takes requests in a chat channel and automatically creates handling tickets.
Quote approval
Managers receive an approval request when a deal in the CRM reaches the quote stage.
Employee onboarding
HR automatically sends emails and creates tasks when a new employee joins.
Syncing table data
Operations staff automatically update data between forms, spreadsheets and project management tools.
How to use it
- 1
Find a template
Go to the Zapier Templates page or the templates section on the dashboard, and filter by scenario or the app you use.
- 2
Open the template
Click Try it on a template; for guided templates, sign in and choose Use to open the wizard.
- 3
Connect accounts
Name the Zap, choose a folder and connect your business app accounts for each step.
- 4
Fill fields and test
Fill the required fields and test each step; a Zap can only be turned on when every step has complete information and has been tested.
- 5
Turn on the Zap and monitor
Publish the Zap, then watch the run history for the first few days to catch errors early.
Video guides
Where Do I Find The Templates In Zapier? Find Out In Just 3 Minutes
The AI Automation Architect
Zapier tutorial for beginners - Learn how to use Zapier and create your first Zap
JimmyRose - Automation & Productivity
Real-world example
An office cleaning services company receives quote requests through a form on its website, but staff often reply slowly because nobody notices the inbox. The owner picks a Zapier template that receives form data, adds a row to a tracking sheet and sends a notification to the sales team's chat channel. After connecting accounts, changing the message text to Vietnamese and testing with a fake request, the company turns the Zap on so every new request is flagged immediately.
Tips & notes
Check plan limits
Some templates use apps or features available only on paid plans; check beforehand to avoid building something you cannot turn on.
Be careful with templates shared by others
Look closely at where each step sends data and connect only accounts with just enough permissions.
Old-style shared templates are being retired
Zapier announced that shared Zap templates will be discontinued on 15/12/2026 and recommends guided templates instead.
Name Zaps clearly
Name them by process and department so they are easy to manage as the number of Zaps grows.
FAQ
Does a Zap created from a template depend on the original template?
No. After you publish, your Zap runs independently of the original Zap that created the template.
Why can't I turn on the Zap?
A Zap can only be turned on when all required fields are filled and every step has been tested.
Can the free plan use templates?
Yes, but the template must fit within the Free plan limits; some features such as branching need a higher plan.
What does a 404 error on a template link mean?
For guided templates, you need to sign in to Zapier before opening the link.
Useful links
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