Articles that mention "Salesforce"

The 24 best sales tools

The modern sales landscape is a double-edged sword.

Zendesk vs. Salesforce: Which CRM is best?

We compare Zendesk vs. Salesforce to show you how each of these CRMs stack up in pricing, features, quality, and overall value so you can pick the best one.

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.

Salesforce vs. ServiceNow: Which is best?

If you're deciding between Salesforce and ServiceNow, check out our guide to see how each CRM compares so you can pick the best fit for your unique needs.

Zoho vs. Salesforce: Which CRM is best?

If you're choosing between Salesforce and Zoho CRM, check out our guide to see which of these popular CRM solutions is the best choice for your unique needs.

Eliminate handoff headaches with automation

Lean on this automated workflow to be a balm that cures your handoff headaches.

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.

New and noteworthy apps: November 2023

Explore the latest Zapier integrations and app updates for November 2023.

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 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.