Articles tagged "CRM (Customer Relationship Management)"

Notion CRM template: How to turn Notion into your CRM

As a freelancer, I really just need something to track leads and store client information. That's why I use my favorite tool—Notion—as my CRM. 

How to use Zapier's HubSpot Salesforce integration

If you're using Salesforce and HubSpot in your business, keeping both tools up to date can be a challenge. Here's how to do it automatically.

How to integrate HubSpot with Gmail

Discover how to set up a HubSpot Gmail integration so you can sync your email marketing tools.

5 ways to use the Zapier Zoho CRM integration

Zoho CRM becomes even more powerful when you connect it to the rest of your tech stack. Automatically manage your incoming leads, add leads to marketing campaigns, and more.

The best HubSpot alternatives in 2024

These HubSpot alternatives cover a variety of use cases across CRM, marketing automation, email marketing, and more.

How to create a report in Salesforce

Here's a tutorial for how to create a report in Salesforce so you can build out custom reporting dashboards with the actionable insights you need.

The 11 best CRMs for small business in 2024

Even if your business is just starting out, customer relationship management (CRM) software should be the hub of your company's interactions with all of your current and future customers.

Edit, convert, and parse PDF files with PDF.co

PDF files are useful for preserving document formatting, and that's where the user-friendliness ends. Learn how to use PDF.co and Zapier to parse PDF files.

Connect NoCRM.io to Slack for immediate clarity on deals

NoCRM.io is a new kind of CRM software was born out of "the frustration of traditional CRM solutions that slowed down salespeople and were often designed for marketers instead of salespeople.”

Reward your loyal customers with PassKit Membership

Want to offer a customer loyalty program but need help figuring out where to start? It's easier than you think. You can automatically issue digital membership cards to customers who want them using Passkit, Shopify, and Zapier.