Articles tagged "CRM (Customer Relationship Management)"

What is a Salesforce custom object?

Learn how to create a custom object in Salesforce—and why you might need to.

What are tasks in Salesforce—and how do you use them?

Learn how to make the most of this small but powerful feature in 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.

4 ways to automate LinkedIn and build brand awareness

Discover how you can save time by automating your recurring tasks.

How to add leads from Typeform to Salesforce

Automate your lead management by connecting the tools you use.

Send an email for new HubSpot form submissions

Use Zapier to send a confirmation email from Gmail for HubSpot form submissions so you can nurture prospects automatically.

How to add new Google Form responses to Salesforce

The sales cycle can be long and unpredictable. While you can't control whether prospects respond to your selling point, you can control whether your internal processes allow your sales team to work quickly. 

4 ways to automate your marketing operations and processes

From lead management to customer communication, here are the top ways marketers use automation to save time, improve data accuracy, and stay organized.

How to distribute leads without an expensive CRM

With Zapier, you can set up a simple lead distribution process that works 24/7 to send leads to the right people without an expensive CRM or sales pipeline.

Benchmark report: The ROI of marketing automation

Learn what other marketers are getting out of automation—and how you can trim your own to-do list.