Articles that mention "Salesforce"

How to write sales emails with OpenAI and Zapier

Spending too much time writing cold sales emails that don't convert? Learn how to use OpenAI and Zapier to draft tailored sales emails.

What is a Salesforce custom object?

Learn how to create a custom object in Salesforce—and why you might need to.

How to create a dashboard in Salesforce (and when you should)

Salesforce dashboards let you take data from different reports and visualize them in different ways, so you can sort data in a way that makes the most sense for your team.

What are tasks in Salesforce—and how do you use them?

Learn how to make the most of this small but powerful feature in Salesforce.

How to automatically enrich your lead data for better personalization

Automating data tracking across apps allows you to send personalized messages throughout a lead's lifecycle. Learn how you can instantly capture and store data from your forms, customer calls, email campaigns, and payment platforms.

How to add leads from Typeform to Salesforce

Automate your lead management by connecting the tools you use.

How to add new Google Form responses to Salesforce

The sales cycle can be long and unpredictable. While you can't control whether prospects respond to your selling point, you can control whether your internal processes allow your sales team to work quickly. 

How to instantly enrich your CRM with new purchase data

With automation, you can instantly enrich your CRM with the purchase information you want. That way, you can scale your cross-sell, upsell, and resell efforts, leading to more sales.

Add or update lead data in Salesforce for new Shopify orders

Easily keep your purchase data up to date in Salesforce with automation.

Connect Facebook Lead Ads to Salesforce and automatically save leads in your CRM

If you're using Facebook Lead Ads for your business, you want to capitalize on your new prospects quickly. That's where automation comes in.