Articles tagged "CRM (Customer Relationship Management)"

4 ways to automate Copper

Copper helps Google Workspace users manage their leads right where they already work. Connect Copper to Zapier and save your team's time with workflows that keep your CRM updated.

CRM automation guide

Automating your common CRM tasks—like putting in new contacts, adding leads to your email lists, and notifying your team—can free up your focus for your most important work.

Zapier Lead Router: Automatically distribute leads to your sales team

Lead assignment slowing you down? Lead Router lets you auto-route incoming leads to your sales team based on rules you set.

The 6 best AI CRM tools in 2025

We put dozens of AI CRMs through the wringer and came up with a shortlist of the best AI customer relationship management platforms for you to try out.

What is CRM data quality? A complete guide to accurate customer data

Learn what CRM data quality is, why it's vital, and how to fix and prevent poor data with automation and best practices.

How to automatically add data to Salesloft

Bridge the gap between data and revenue with Salesloft automation.

Hack your CRM: Build an automated file storage system

Hack your CRM: Build your own custom reporting without the enterprise costs

Tired of pricey CRM upgrades just to access better reporting? Connect your CRM to Google Sheets or Zapier Tables, and instantly create customized, real-time reports.

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 create a spreadsheet CRM in Google Sheets (+ free CRM template)

Learn how to create a spreadsheet CRM using Google Sheets with our free template. Track client interactions and build a dashboard using our step-by-step guide.