Articles that mention "Salesforce"

What is a Salesforce custom object?

Learn how to create a custom object in Salesforce—and why you might need to.

How to create a report in Salesforce

Here's a tutorial for how to create a report in Salesforce so you can build out custom reporting dashboards with the actionable insights you need.

What are tasks in Salesforce—and how do you use them?

Learn how to make the most of this small but powerful feature in Salesforce.

How to connect Jotform to Salesforce and automatically send leads to your CRM

Your Customer Relationship Management (CRM) tool is your business's source of truth, so the information you store needs to be accurate and up-to-date. Let automation help.

How to add leads from Typeform to Salesforce

Automate your lead management by connecting the tools you use.

Cómo conectar Hojas de cálculo de Google a Salesforce

Discover how to set up a Google Sheets Salesforce integration so you can easily connect these two essential tools.

New and noteworthy apps: November 2023

Explore the latest Zapier integrations and app updates for November 2023.

Cómo enriquecer instantáneamente su integración con nuevos datos de compra

With automation, you can instantly enrich your CRM with the purchase information you want. That way, you can scale your cross-sell, upsell, and resell efforts, leading to more sales.

Cómo agregar automáticamente clientes de Shopify a Salesforce

Maintaining a relationship with your customers often means spending a lot of time and energy after making that initial sale. Connecting Shopify to Salesforce can help you build a loyal customer base for your business.

Add or update lead data in Salesforce for new Shopify orders

Easily keep your purchase data up to date in Salesforce with automation.