RevOps automation collection

Not sure how automation can help your Revenue Operations team? We've collected dozens of handy articles to move your RevOps work forward, faster.

Featured article
Automation inspiration
How to bridge the gap between marketing and sales with automation
You can't effectively sell or market without data, but there's a huge data gap between marketing and sales teams. Here's how to bridge it with automation.
By Matt Grebow

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7 min read
Featured article
Automation inspiration
Automation at scale: What it looks like and how to do it
Learn how to go beyond simple two-step automations and build fully-automated systems that power your entire organization.
By Will Harris

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6 min read

A hero image representing AI with a cog and nodes on a computer

Business tips

8 ways RevOps professionals are using AI and automation

We interviewed eight RevOps professionals to learn how they've integrated AI and automation tools to boost growth and optimize revenue operations.

By Nicole Replogle

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9 min read

Hero image of a series of orange cogs on a light teal background.

Business tips

What is robotic process automation (RPA)?: Definition and tips

Robotic process automation (RPA) is a software solution that uses artificial intelligence or programmed digital bots to automate tasks on behalf of human workers.

By Bryce Emley

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9 min read

Google Forms icon, which looks like a simplified form, against a purple background.

App tips

How to make perfect Google Forms header images

Here's how to add a custom Google Forms header image and get a matching color scheme.

By Jessica Lau

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4 min read

Hero image with the Pipedrive and Zoho logos

App comparisons

Pipedrive vs. Zoho: Which CRM is best? [2025]

I've spent time in all sorts of CRMs, but for this article, I went back into Zoho and Pipedrive to help you figure out which one will fit your business best. Here's what I found.

By Miguel Rebelo

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13 min read

A hero image of an orange person icon on a light purple background.

Automation inspiration

Eliminate handoff headaches with automation

Lean on this automated workflow to be a balm that cures your handoff headaches.

By Ayman Kotob

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4 min read

Hero image with an orange lightning bolt on a light purple background.

Automation inspiration

Customer summaries: Automatically send prospect insights right to your reps

The more time your team spends researching prospects ahead of calls, the less time they have to actually chat with potential customers. Learn how to automate this research to set your reps up for selling success.

By Danielle Lapierre

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7 min read

Automation inspiration

5 ways to automate Unbounce with Zapier

Landing pages are a great way to promote events and generate leads, but essential follow-up tasks can take up most of your time. Do more with Unbounce by automating it.

By Juliet John

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4 min read

Hero image with the logos of the best collaboration apps

Best apps

The best team collaboration tools in 2025

Team collaboration software helps your team organize ideas, projects, and tasks for smoother workflows. Here are the best ones to try.

By Jessica Lau

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18 min read

Automation inspiration

Guide to data analytics automation

Zapier can help you integrate your analytics tools with your website, team, and reporting tools, so incorporating feedback becomes central to your workflows.

By Nick Moore

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4 min read

The Pinterest, Facebook, WordPress, and Shopify logos.

Automation inspiration

4 Pinterest automation ideas

Pinterest can be a powerful selling tool for businesses, with exceptional potential for building brand awareness and driving sales. Use automation to get more out of the platform without expending more effort.

By Ana Gotter

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2 min read