Articles tagged "Lead management"

RevOps best practices: How Zapier created a centralized revenue operations team

These RevOps best practices will help you centralize your work into one revenue operations team that supports an entire GTM department.

How to update HubSpot contacts from a Google Sheet

Keep accurate customer records, without slowing down your sales pipeline. Learn how to automatically update and create HubSpot records from a Google Sheet for fast and accurate lead management.

How to automatically add new Jotform responses to Excel

Make it easier to analyze data and share customer responses with other tools and teams with automation.

How to add logic and filters to your Zaps to close deals

In this presentation from ZapConnect 2022, Zapier Expert Andy Wingrave shows how Zapier's built-in tools can help you filter out unqualified leads and prevent duplicate records in your CRM.

How to add new leads to a spreadsheet or database automatically

Using a spreadsheet or database app to track leads can make it easier to analyze data and share it with stakeholders across your company. 

How to automatically add leads to your nurture campaign

Use automation to instantly add leads to different nurture campaigns, ensuring they get the right message as quickly as possible—helping you scale your lead nurture efforts and close more deals.

How to add new leads from Facebook Lead Ads to ActiveCampaign

Streamline your lead management by automatically adding new leads to ActiveCampaign with this Zapier workflow.

Automatically send lead information to your ad tools

Never miss a warm lead with easy, automatic ad targeting. Use Zapier to send leads from other apps to custom audiences in your ad tools.

How integrating with Zapier made Autopilot's users more likely to upgrade

Learn how creating an integration created stickier customers for Autopilot.

How Veo increases sales and lowers lead costs with automation

In the wake of exponential growth, Veo quickly realized they needed a little automation help. So, they teamed up with Zapier to streamline their sales cycle.