Articles tagged "CRM (Customer Relationship Management)"

How to use Trello as a CRM

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

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.

How to connect Google Sheets to Salesforce

Discover how to set up a Google Sheets Salesforce integration so you can easily connect these two essential tools.

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.

Get more mileage from your field sales with Badger Maps

Badger Maps is a CRM platform built for field sales, enabling teams to capture data on the go.

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.

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.

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.

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.