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.

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.

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 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 integrate HubSpot with Gmail

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

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.

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.

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.