Articles tagged "Sales & business development"

The ultimate guide to pipeline management

Pipeline management is how companies organize and optimize their business processes, such as sales pipelines and inventory. See our guide for optimizing yours.

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.

Create calendar events based on your sales pipeline stages

Use Zapier to connect your CRM to Google Calendar. Ensure you have time for contracts and proposals by automating calendar events based on CRM pipeline stages.

App spotlight: LeadConnector

Discover how to improve your sales pipeline by automating LeadConnector with Zapier.

How to automatically add Seamless.AI contacts to a Google Sheet

Transfer your contacts out of Seamless.AI instantly and reliably.

Balance sales outreach and research with Seamless.AI

Learn more about Seamless.AI and how it can transform your prospecting research.

Beyond the sales pipeline: Using a CRM for customer success

Here's how a CRM can benefit your customer success team—and how to make it work.

Make sales outreach easy with Kixie

When you pair Zapier with Kixie and your email marketing tool (like ActiveCampaign), you can send prompt, tailored messages to a large volume of leads.

Easily print contracts with ezeep Blue

Learn how to use automation to instantly print newly signed Docusign contracts with ezeep Blue.

5 ways to boost customer loyalty with automation

By adding automation to every customer touchpoint, you can create a seamless and personalized experience that keeps customers engaged and coming back for more.