Articles that mention "Salesforce"

Streamline work across departments with automation

When you bring Zapier into the mix, it's easier to streamline work between different teams. Here are the top workflows you can automate between your departments.

How to get notifications in Slack for new tasks in Salesforce

Spend less time jumping back and forth between Slack and Salesforce, and more time getting valuable work done.

How to integrate Salesforce with Slack

Getting Slack and Salesforce to interact with one another can help supercharge your sales. Cut out the busywork that comes with managing your customer relationships and team communication with automation.

Improve customer retention with these automation ideas

Get the workflows that make your customers feel valued and keep them coming back for more.

6 ways automation can help you nurture and manage leads

No matter what business you're in, leads—those special contacts that seem most likely to purchase your products or services—are what you most strive for. The more people in your sales funnel, the more potential for new sales and customer retention.

From social media to your CRM: improve your lead management with automation

Inexpensive, powerful apps have made lead generation—once the exclusive domain of Fortune 500 enterprises—available to even the smallest business. But while acquiring vast quantities of leads has become simple, managing them is anything but.

Automatically create Salesforce leads from new ClickFunnels contact activities

Connect your marketing apps so you can focus on nurturing your leads, not maintaining your tools.

Modernizing marketing at a 56-year-old nonprofit

Amigos de las Américas had decades of success, but its systems hadn't been updated to support its mission in a modern way. Automation with Zapier helped them do that, without diverting funds away from youth leadership and service programs.

How to add a new lead to Salesforce for new Gravity Forms responses

However you use Gravity Forms, you want to make sure that information gets to your CRM. Use a Zap to do it automatically.

How StoryCorps uses Zapier to enrich CRM data and improve internal workflows

When your mission is preserving and sharing stories told by people around America, you end up with a lot of files to manage—and a lot of contacts to track.