RevOps automation collection

How to distribute leads without an expensive CRM

With Zapier, you can set up a simple lead distribution process that works 24/7 to send leads to the right people without an expensive CRM or sales pipeline.

Jump on the webinar bandwagon: 8 webinar ideas

There's never been a better time to jump on the webinar bandwagon. But knowing you want to host a webinar is just the tip of the iceberg—figuring out what your webinar should be about is the next big hurdle.

Improve customer retention with these automation ideas

Get the workflows that make your customers feel valued and keep them coming back for more.

Audit your lead management process: A step-by-step guide

Lead lifecycle stages: How to develop your lead management process

Send an email for new HubSpot form submissions

Use Zapier to send a confirmation email from Gmail for HubSpot form submissions so you can nurture prospects automatically.

3 ways to automate your sales

Discover the top ways sales teams use automation to stay organized, save time, and keep databases up to date.

Choose your words carefully: How to build a brand lexicon for your marketing

Having a lexicon recognizes that a word's meaning is only part of what it communicates. Its feel and connotation also deliver a message—everything the word communicates needs to support your brand and messaging.

How to automatically add new Microsoft Dynamics contacts to Mailchimp

When you connect Microsoft Dynamics to Mailchimp, your reps can easily nurture their client base, foster customer loyalty, and generate even more sales without extra tasks.

Tricks of the automation trade: How Zapier scales employee onboarding 

It might seem ironic that an automation company would struggle with manual tasks. Learn how a Zapier employee scaled and automated our employee onboarding program.