Articles tagged "CRM (Customer Relationship Management)"

The 13 best campaign management software tools

We rounded up the best campaign management software tools and solutions you can use to oversee holistic marketing campaigns.

CRM automation guide

Automating your common CRM tasks—like putting in new contacts, adding leads to your email lists, and notifying your team—can free up your focus for your most important work.

The 9 best HubSpot certifications, according to HubSpot-certified experts

If you want to uplevel your online marketing expertise, these nine HubSpot certifications will set you up for success.

5 ways to automate your marketing and sales ops processes

Use automation to turn your sales and marketing departments into a unified machine that scores leads, moves deals to closed-won, and drives more revenue.

5 ways to automate LinkedIn Conversions with Zapier

Send data from your business tools directly to LinkedIn Conversions to accurately track clicks, sign-ups, and purchases—automatically.

How to integrate ChatGPT with Microsoft Outlook

Learn how to integrate Microsoft Outlook with ChatGPT to respond to emails, retrieve tasks from team members, and make sure company announcements don't get lost in the mix.

How to track LeadConnector deals in Google Sheets

Discover how to use Zapier's automated workflows to track LeadConnector deals in Google Sheets. Automatically update your spreadsheet with every lead change, so your team stays aligned and ready to act.

6 ways to automate Ontraport with Zapier

With automation, you can do work across your apps—like creating new Ontraport contacts, backing up data in a spreadsheet, and more. Here's how.

Your guide to NetSuite automation

To ensure your data flows seamlessly between all systems, connect NetSuite to your other business-critical apps with Zapier's automated workflows.

How our new NetSuite integration transforms financial operations

Our long-awaited NetSuite integration is here. Learn how you can run your crucial financial operations on autopilot with enterprise-grade automation.