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Zapier's Simple CRM Template helps to optimize your sales process with an elegant and personalized CRM tool that fits your business needs. This end-to-end CRM solution includes a form to collect leads, a datasheet to store lead information, and a visual tracker to manage the status of each lead and initiate actions when needed. Whether you’re tracking leads, negotiating deals, or closing sales, our Simple CRM Template streamlines the process.
The template consists of two landing pages ([via Zapier Interfaces](https://zapier.com/interfaces)), one datasheet ([via Zapier Tables](https://zapier.com/tables)), and one automated workflow ([via Zaps](https://zapier.com/how-it-works)).

## Tailored to Your Unique Needs

Kick off the sales process with a “Contact Page” which allows you to customize text or add extra fields such as email address, name, company, and status (lead, qualified, negotiated, closed). The page is highly flexible, allowing the addition of various components, including images and videos for guided walkthroughs.

## Track in CRM-Style Kanban Views

Once a contact form is submitted, the data is stored in a Zapier Table or datasheet and is then visualized in a Kanban view, which visually presents the status of contacts. In the Kanban view, users can easily drag cards, create new cards, edit cards, and delete cards. You can also specify details to be displayed on the cards.

## Increase Speed to Close

When a card is moved from one status to another, it triggers an action, or a Zap. For instance, if a lead moves from negotiating to closed, an email can be sent to the customer with onboarding material. Overall, this enhances the user experience and ensures a timely follow-up, all while saving you time.

A Simple CRM, without all the bells and whistles.

Simple CRM Template is a solution to manage contacts and sales processes seamlessly. Customize, add contacts, and track statuses visually with our CRM template.

Simple CRM Template

Simple CRM

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A screenshot of Salesforce Sales Cloud, our pick for the best extensible CRM

Vtiger dashboard

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Zoho CRM dashboard

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Best apps

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HubSpot

EngageBay

Salesforce

Vtiger CRM

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Zoho CRM

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Apollo

Google Drive

Notion

Docusign

ChatGPT

Manychat

Dialpad

Zapier Interfaces

Zapier Tables

Zapier Central

Hunter

Demio

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These are the best sales tools for sales managers, B2B, and everyone else. Informed by research, expert input, and testing.

The 24 best sales tools | Zapier

These tools for sales managers and B2B sales teams will help you close more deals, faster.

The 24 best sales tools

Need help drafting email responses? This integration means that whenever you receive a new customer email, ChatGPT will write a response and save it automatically as a Gmail draft. This Zap lets you send your prospects and customers better-worded, faster email responses, powered by AI.

Gmail

Create email copy with ChatGPT from new Gmail emails and save as drafts in Gmail

Ready to bring the power of ChatGPT to your Slack workspace? Use this Zap to create a reply bot that lets you have a conversation with ChatGPT right inside Slack when a prompt is posted in a particular channel. Now, your team can ask questions and get responses without having to leave Slack.

Slack

Start a conversation with ChatGPT when a prompt is posted in a particular Slack channel

Once live, this integration will automatically fetch emails of each newly-added contact in Recruit CRM that does not have an email and update them once found. This will save you hours of manual data mining on the web, thereby leaving time for taking care of your core business processes!

Recruit CRM

Filter by Zapier

Find emails in Hunter to update newly-added contacts in Recruit CRM

When a fresh lead is identified in Hunter, this automation quickly creates a new contact in Folk, streamlining your workflow. This efficient system reduces data entry tasks, allowing you to focus more on nurturing relationships with potential customers. Experience smoother management of your leads and empower the growth of your business.

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Create people in folk from new leads in Hunter

This integration marks replied in Reply when new invitees created in Calendly.

Calendly

Mark replied in Reply when new invitees created in Calendly

This integration sends channel messages in Slack for new emails replied in Reply.

Send channel messages in Slack for new emails replied in Reply

Tired of manually adding new contacts from Apollo to Pipedrive? This automation will do the heavy lifting for you. When a new contact is added in Apollo, it will automatically create a person in Pipedrive, keeping your CRM up-to-date and saving you time on data entry. Let this workflow streamline your sales process and help you focus on closing deals.

Pipedrive

Create Pipedrive persons for new Apollo contacts

Effortlessly keep your contact data up-to-date with this Apollo to Zoho CRM workflow. When a new contact is created in Apollo, it will automatically create or update the module entry in Zoho CRM. Save time and ensure accurate information across both platforms seamlessly.

Create/update Zoho CRM module entries for new Apollo contacts

Prep your follow-up workflows and stay organized effortlessly when you activate this Zap. Once it’s in place, this integration automatically adds an item to a specified database in Notion as soon as a new event is created in your Google Calendar.

Google Calendar

Add new Google Calendar events to databases in Notion

Easily handle and store your tl;dv recordings in Notion with a seamless workflow. Whenever a new meeting is recorded with tl;dv, a corresponding page will be automatically created in your designated Notion database. This efficient process simplifies content organization, allowing you to effortlessly access and review essential recordings.

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Create pages in Notion for new tl;dv recordings

Need to use items on monday.com to go over your Google Sheets? Whether you're receiving data from forms or working on it yourself, we can take care of that connection once you activate this Google Sheets-monday.com integration. It will trigger every time you create a new row on Google Sheets, automatically adding the row as an item to your chosen board so you can get to work.

Google Sheets

Create items on a monday.com board for new rows on Google Sheets

This integration automatically adds items in monday.com as soon as new invitees are added to your Calendly account, saving you a tedious manual data entry chore.

Add items in monday.com for new invitees created in Calendly

Automatically upload your signed documents to the cloud with this integration. Set it up to add a DocuSign envelope, as soon as it's signed, to Google Drive. Save yourself from tedious manual import and export.

Upload newly-signed DocuSign envelopes to Google Drive

Once your contracts are signed, you'll want to store them somewhere safe! Use this integration to automatically upload newly signed DocuSign envelopes to Dropbox, and save yourself the time of manually doing it.

Dropbox

Upload newly-signed DocuSign envelopes to Dropbox

Are you manually uploading leads from Facebook to Vtiger CRM? Once this integration is configured, you won't have to. New Facebook Lead Ads leads will be automatically added to Vtiger CRM, speeding up your sales cycle and freeing up time for more important tasks.

Facebook Lead Ads

Add new Facebook Lead Ads leads as leads in Vtiger CRM

Use this integration to send funnel events to Facebook Conversions from Vtiger CRM, which will help improve ad campaign performance, reporting, and optimization. Pick the Trigger event for Vtiger CRM that matches what you're tracking for conversions, and this integration will add an event to your funnel whenever that happens.

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Send funnel events to Facebook Conversions from Vtiger CRM

Stay on top of your customer engagement seamlessly with this dynamic workflow. When a new lead is created or updated in your Vtiger CRM, it will directly add contact details to your customer list in Google Ads. This continuous addition or update of contacts enhances your marketing efforts, ensuring you're reaching out to potential customers promptly and keeping your contact lists accurate. Efficiently bridge the gap between your CRM system and advertising platform without any manual intervention.

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Add or update Vtiger CRM leads and create corresponding Google Ads contacts in customer list with email

When you have new registrations for your upcoming webinar, you'll also want to update your marketing automation tool for future follow up. This integration helps do just that by automatically creating/updating contacts in HubSpot when there is a new webinar registration in Demio. Now all of your webinar registrants will get the proper follow up prior to and after your webinars.

Create or update HubSpot contacts for new webinar registrations in Demio

Share good news with the team and keep everyone informed. With this integration, whenever someone registers for a series of webinars in Demio, Zapier automatically sends a Slack channel message with that person's details.

Get a Slack channel message when someone registers for a Demio Stay Registered Series

If you use Gravity Forms as a lead generation tool, this integration is for you. Easily take those leads filling out your Gravity Forms forms and turn them automatically into Salesforce leads.

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Create Salesforce leads with new Gravity Forms submissions

In order to be as efficient as possible, your sales team needs to have the latest data at all times. Start your workflow  with this Facebook Lead Ads-Salesforce integration and you'll never lag behind again. Once it's active, Zapier will send every new lead from Facebook to Salesforce automatically, keeping your CRM effortlessly up to date.

Add new Facebook Lead Ads leads as leads in Salesforce

This integration makes it easy to push Unbounce leads from your landing page forms into records in your Salesforce account. Set it up to automatically convert your incoming data so that you can stay focused on conversion and sales!

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Send new Unbounce leads to Salesforce

Data entry takes up valuable time - automate it and save time. This integration helps by automatically adding new Unbounce landing page submissions to Zoho CRM as leads. Once you set up this integration, new landing page submissions from that point forward are individually added as leads so you can focus on working those new leads. 

Add new Unbounce form submissions to Zoho CRM as leads

As those lead ads do their job and gather emails, Zapier can route responders to your CRM—no need to wait until you export them. With this integration, a contact will be automatically created as a module entry in Zoho CRM from every new Facebook lead with all the details you need. You can take it from there!

Create contacts on Zoho CRM from new leads from Facebook Lead Ads

Don't waste time importing new subscribers to your email list by hand. Use this automation to update your email marketing list whenever new subscribers are added to ManyChat. This Zapier integration will create a new AWeber subscriber whenever a subscriber is added to ManyChat.

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Add new ManyChat subscribers to an AWeber list

If you've been copying and pasting new subscribers from ManyChat to Google Sheets by hand, this Zap will eliminate all that tedious work instantly! When you turn this integration on, Zapier will automatically send your subscriber's information to Google Sheets, creating a row in a specified spreadsheet for all their data.

Create rows in Google Sheets when new ManyChat subscribers are created

Effortlessly keep your EngageBay Marketing contacts up-to-date with this handy workflow. Whenever a new invitee is created in Calendly, their information will be used to create or update a contact in EngageBay Marketing. Stay organized and save time by ensuring your contact list is always accurate and current with this seamless integration.

EngageBay Marketing

Create or update EngageBay Marketing contacts for new Calendly invitees

You want to spend time connecting with your new leads right away, not manually importing them into your tools. Use this integration to do the importing for you. Whenever you get a new lead from Google Ads, Zapier will automatically send that lead’s data to EngageBay Marketing.

Create or update contacts on EngageBay Marketing for new Google Ads leads

When you have new email activity for contacts, you'll want your CRM updated with the details. This integration helps by automatically creating/updating a HubSpot contact when there is new email activity in lemlist. It's never been so easy to update contact email history.

Create or update HubSpot contacts for new email activities in lemlist

Want to track how many recipients are opening emails from your campaign? This Zap can help you do just that. Once set up, this integration will automatically add lead information to a new row on a Google Sheets spreadsheet whenever an email is opened from a lemlist campaign.

Add new lemlist email activity to Google Sheets as rows

When you need to report on data, half the battle is simply tracking it all down. With this Zapier integration, you can automate reporting on hold queue activity and generate new spreadsheet rows for each queued call on your shared line. With this, managers can either import to other data sources or use the logs to dive into call history to get a closer look.

Add queued Dialpad calls as new rows in Google Sheets

With this Zap in place, you'll automatically send a custom channel message in Slack for each new SMS message created in Dialpad. Keep your team in the loop without slowing down for a manual message.

Send channel messages in Slack for new SMS messages in Dialpad

Capture new data in Google Sheets and instantly create a corresponding record in Clay with this efficient workflow. It maintains smooth data transfer between your Google Sheets and Clay, saving you ample time and efforts from doing it manually. This method is designed to help manage and record your data more proficiently, enhancing your productivity levels.

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Create Clay records from new Google Sheets rows

Keep your Google Sheets data organized and updated with this efficient workflow. Whenever a new or updated row is detected in your Google Sheets, a record will be created in Clay. This automation ensures that your information stays in sync across platforms, saving you time and eliminating manual data entry.

Create Clay records from new or updated Google Sheets rows

Who has time to switch back and forth between platforms? Make your workflow a tad smoother with this integration, which will allow you to automatically add contacts to Google Ads customer lists as soon as they're added to a list in HubSpot. Save yourself from copying and pasting between platforms, which means more time for you to do meaningful work.

Add new HubSpot contacts to Google Ads customer lists

Use this integration to automatically import new leads from Google Ads into HubSpot as contacts. This Zap saves you from the tedious task of duplicate data entry!

The 24 best sales tools

These tools for sales managers and B2B sales teams will help you close more deals, faster.

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