Articles tagged "CRM (Customer Relationship Management)"

Automatically add leads to your CRM or email marketing platform

When someone fills out a form on your website or signs up to hear from you, it’s important to welcome them into your email platform or CRM quickly. Automation helps you do this quickly and accurately.

How to automatically create tasks from forms and tickets

Modernizing marketing at a 56-year-old nonprofit

Amigos de las Américas had decades of success, but its systems hadn't been updated to support its mission in a modern way. Automation with Zapier helped them do that, without diverting funds away from youth leadership and service programs.

Spend less time on lead management with these tips

How much time do you think your team spends managing leads? If you spend more time sorting your prospects instead of working to make them paying customers, your lead management process may need a major overhaul. 

Let's Talk Business: How one podcast thrives on automation

Let's Talk Business, hosted by Meny Hoffman, is a 30-to 60-minute podcast focused on sharing business insights. Since its launch in 2019, the podcast has already amassed 75 episodes, featuring interviews with business owners from all over the world.

How to use marketing channel data to grow your business

When you can track your marketing campaigns and channels all the way through to customers signed and revenue generated you get a much better understanding of what’s working and what isn’t, which helps you decide where to increase spend and where to stop.

Automatically move leads from Carrot to Podio for better lead tracking

At first, we were manually inputting our leads from our website into our Podio CRM. Then we discovered it was possible to use Zapier to automate the process.

How to use Zapier to avoid duplicate entries in Zoho CRM

Lead generation is the bread and butter of digital marketing. If you've been generating leads for any length of time, you likely encountered a common issue: data duplication in your CRM. Use Zapier to keep that from happening.

5 HubSpot features to streamline your workflows

If HubSpot is your software of choice for marketing, sales, support, or CRM, you know it has a zillion and one features. That's part of why you love it, but it means some of the most effective features might be slipping through the cracks. 

Follow Up Boss: App spotlight

No real estate business is immune to dawdling—it can't be. Whether your prospective clients want to squeeze into a high-rise loft in Brooklyn or are upscaling to an airy condo in Florida (beachside, please), speed-to-lead is key.