Articles tagged "CRM (Customer Relationship Management)"

Integration how to: Connect Typeform to Salesforce

Integration How To: Connect Typeform to Salesforce to Automate Your Lead Management

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, and making good use of a Customer Relationship Management (CRM) application can help build a loyal customer base for your business.

How to automatically create tasks from forms and tickets

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.

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.

Easily track contacts with Salesflare

Instead of updating contacts manually, you can use Salesflare, a customer relationship management (CRM) platform, to help you easily track contact info, lead status, and sales opportunities.

How Smart Charge America uses Zapier and Copper to supercharge sales

Learn how Smart Charge America uses Zapier and Copper to supercharge sales and keep track of their customers.

Copper: App spotlight

Copper, a productivity CRM for Google Workspace users, does much more than just store your customer data. It’s designed to help you focus on your business relationships and take on your busywork, so you don't have to.

Easily track leads from content with Outgrow

Send leads from Outgrow content to the right place with automation.

Automate your sales process with Pipedrive and Zapier

Pipedrive is a full-featured CRM that's designed with one thing in mind: helping your business win more deals.