Articles tagged "CRM (Customer Relationship Management)"

What is a Salesforce custom object?

Learn how to create a custom object in Salesforce—and why you might need to.

What are tasks in Salesforce—and how do you use them?

Learn how to make the most of this small but powerful feature in Salesforce.

How to create a dashboard in Salesforce (and when you should)

Salesforce dashboards let you take data from different reports and visualize them in different ways, so you can sort data in a way that makes the most sense for your team.

How to add leads from Typeform to Salesforce

Automate your lead management by connecting the tools you use.

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 add new Google Form responses to Salesforce

The sales cycle can be long and unpredictable. While you can't control whether prospects respond to your selling point, you can control whether your internal processes allow your sales team to work quickly. 

Benchmark report: The ROI of marketing automation

Learn what other marketers are getting out of automation—and how you can trim your own to-do list.

How to use webhooks to connect Facebook Lead Ads to your CRM

Here's how to use Zapier's built-in webhooks tool with Facebook Lead Ads to automate lead capture and keep your sales funnel moving. 

NetHunt CRM: App spotlight

NetHunt CRM lets you easily organize contacts and deals, segment them, and build custom pipelines—all within your Gmail so you have zero distractions.

How Close kicked customer churn to the curb with its Zapier integration

Learn how Close halved customer churn with Zapier.