Articles tagged "CRM (Customer Relationship Management)"

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.

Salesforce vs. ServiceNow: Which is best?

If you're deciding between Salesforce and ServiceNow, check out our guide to see how each CRM compares so you can pick the best fit for your unique needs.

Edit, convert, and parse PDF files with PDF.co

PDF files are useful for preserving document formatting, and that's where the user-friendliness ends. Learn how to use PDF.co and Zapier to parse PDF files.

Notion CRM template: How to turn Notion into your CRM

As a freelancer, I really just need something to track leads and store client information. That's why I use my favorite tool—Notion—as my CRM. 

4 ways to automate Growbots with Zapier

As your business grows, your sales team doesn't have time for repetitive tasks like sending confirmation emails, updating databases, and keeping your team in the loop. Thankfully, you can use Zapier's Growbots integration to automate this busywork.

How to use Zapier's HubSpot Salesforce integration

If you're using Salesforce and HubSpot in your business, keeping both tools up to date can be a challenge. Here's how to do it automatically.

How to integrate HubSpot with Gmail

Discover how to set up a HubSpot Gmail integration so you can sync your email marketing tools.

4 ways to automate Keap Max Classic

Keap Max Classic gets even more powerful when you pair it with your other tools. Here's how to automate Keap Max Classic with Zapier.

Connect NoCRM.io to Slack for immediate clarity on deals

NoCRM.io is a new kind of CRM software was born out of "the frustration of traditional CRM solutions that slowed down salespeople and were often designed for marketers instead of salespeople.”

Reward your loyal customers with PassKit Membership

Want to offer a customer loyalty program but need help figuring out where to start? It's easier than you think. You can automatically issue digital membership cards to customers who want them using Passkit, Shopify, and Zapier.