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6 min read

CRM automation guide

How to automate your CRM with Zapier

By Anna Burgess Yang · February 26, 2025
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Anna Burgess Yang

Anna Burgess Yang is a former product manager turned content marketer and journalist. As a niche writer, she focuses on fintech and product-led content. And as a workflow geek, she is obsessed with tools and automation. Find her at annabyang.com.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'