Articles tagged "CRM (Customer Relationship Management)"

How to connect Jotform to Salesforce and automatically send leads to your CRM

Your Customer Relationship Management (CRM) tool is your business's source of truth, so the information you store needs to be accurate and up-to-date. Let automation help.

HubSpot vs. Salesforce: Which is right for you? [2024]

Deciding between HubSpot vs. Salesforce? Here are the key differences between these two platforms so you can decide which is best for your business.

Pipedrive vs. Trello: Which should you use? [2024]

Pipedrive and Trello both let you use a Kanban-style board to move things through a pipeline. And, honestly, that's kind of where their (meaningful) similarities end.

How to use Trello as a CRM

Using Trello as a CRM can simplify your sales processes—here's how.

Build stronger business relationships with folk

Make every interaction less transactional. Automate your sales processes with folk and Zapier so you can focus on customers.

How to automatically add Shopify customers to Salesforce

Maintaining a relationship with your customers often means spending a lot of time and energy after making that initial sale. Connecting Shopify to Salesforce can help you build a loyal customer base for your business.

Drive conversions from your events with AddEvent

AddEvent is one of the easiest ways to improve event attendance. Automate AddEvent with Zapier and drive more revenue from your events.

Close more deals and Get Things Done with OnePageCRM

Automatically send new leads from Facebook Lead Ads to OnePageCRM. Connect your lead sources to your sales pipeline and increase sales efficiency.

HubSpot vs. Zoho: Which CRM is best? [2024]

Comparing HubSpot vs. Zoho, we found that HubSpot predictably has more features, while Zoho's stripped-down offering is more affordable.

6 ways to automate Streak with Zapier

If you're already a fan of Streak, then efficiency is probably the name of your game. Discover how Streak automation can make your inbox an even more powerful tool.