Articles that mention "Salesforce"

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.

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.

How to add leads from Typeform to Salesforce

Automate your lead management by connecting the tools you use.

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.

Connect Facebook Lead Ads to Salesforce and automatically save leads in your CRM

If you're using Facebook Lead Ads for your business, you want to capitalize on your new prospects quickly. That's where automation comes in.

Add or update lead data in Salesforce for new Shopify orders

Easily keep your purchase data up to date in Salesforce with automation.

New and noteworthy apps: November 2023

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

How to instantly enrich your CRM with new purchase data

With automation, you can instantly enrich your CRM with the purchase information you want. That way, you can scale your cross-sell, upsell, and resell efforts, leading to more sales.

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.