Articles tagged "Lead management"

HubSpot vs. Zoho: Which CRM is best? [2023]

HubSpot predictably has more features, more robust reporting, and a more user-friendly interface. Zoho's offering is a little more stripped-down, which (along with lower price tags) may make it preferable for smaller outfits with limited CRM needs.

11 Linkedin Lead Gen Form examples to inspire your next campaign

How to use webhooks to connect Facebook Lead Ads to your CRM

Here's how to use Zapier's built-in webhooks tool with Facebook Lead Ads to automate lead capture and keep your sales funnel moving. 

Automatically send lead information to your ad tools

Never miss a warm lead with easy, automatic ad targeting. Use Zapier to send leads from other apps to custom audiences in your ad tools.

How to update HubSpot contacts from a Google Sheet

Keep accurate customer records, without slowing down your sales pipeline. Learn how to automatically update and create HubSpot records from a Google Sheet for fast and accurate lead management.

5 ways to automate Salesforce

To make the most of this business-critical app, make sure it connects with the other tools and systems used across your sales team and company with automation.

How to add new leads to a spreadsheet or database automatically

Using a spreadsheet or database app to track leads can make it easier to analyze data and share it with stakeholders across your company. 

How to automatically add new Jotform responses to Excel

Make it easier to analyze data and share customer responses with other tools and teams with automation.

How to add logic and filters to your Zaps to close deals

In this presentation from ZapConnect 2022, Zapier Expert Andy Wingrave shows how Zapier's built-in tools can help you filter out unqualified leads and prevent duplicate records in your CRM.

5 ways to automate Instagram Lead Ads

Get the most out of your ad spend by connecting Instagram Lead Ads to the rest of your sales pipeline.