Articles tagged "Automation"

How to add Stripe sales as new rows in Google Sheets

Manually logging Stripe transactions is not only tedious, it's also error-prone. Don't worry, automating your bookkeeping—taking those tasks off your plate while reducing errors—is easy.

When all-in-one software isn't the best solution for your business

When you're looking for new software to help run your business all-in-one options can sound good, but they aren't always the answer. If you're looking for flexibility in a changing market, a focused product with robust integrations can deliver more value.

5 tips to get the most out of Dreamforce—and stay productive

Salesforce users from around the world will come together for Dreamforce, the cloud CRM's signature conference. This global, hybrid experience includes keynotes, panels, lightning talks, and more.

Easily create projects from accepted Quotient quotes

Quotient, an online quoting system, helps you communicate with your leads and win more business by letting you create professional-looking quotes. You can break down your services by fee, add optional extras, recommend products, and revise prices.

Get rid of the nitty gritty: Automate the little things for big savings

What you do a million times because it's easy is a million seconds you can be doing something else. Same for your employees. Pick one small thing you do a million times and optimize it with automation.

How to link Instagram to your Facebook Page (or multiple Facebook Pages)

Your company's Instagram game is strong, but you sometimes forget to add those posts to the Facebook Pages you run. Good news: you can automatically publish all Instagram photos on all of your Facebook pages.

How to automatically print shipping labels

Creating address labels has come a long way since learning how to do a mail merge. Use Zapier to add contacts to a spreadsheet for easy printing with online tools.

How to use Zapier to avoid duplicate entries in Zoho CRM

Lead generation is the bread and butter of digital marketing. If you've been generating leads for any length of time, you likely encountered a common issue: data duplication in your CRM. Use Zapier to keep that from happening.

How to automatically keep track of your contacts for easier reporting

Whether you're managing leads or newsletter contacts, you've worked hard to earn that contact information. How often do you sit down and analyze it?

To get the most out of automation, try using it less

One of the best things about working for Zapier is seeing all of the new possibilities that automation opens up for our users, and my little heart grows three sizes every time I see someone save time and money with a Zap.