Articles tagged "CRM (Customer Relationship Management)"

What is a Salesforce custom object?

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

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.

Simplifique o trabalho entre departamentos com automação

When you bring Zapier into the mix, it's easier to streamline work between different teams. Here are the top workflows you can automate between your departments.

4 maneiras de automatizar LinkedIn and build brand awareness

Discover how you can save time by automating your recurring tasks.

How to add leads from Typeform to Salesforce

Automate your lead management by connecting the tools you use.

How to add new Google Form responses to Salesforce

The sales cycle can be long and unpredictable. While you can't control whether prospects respond to your selling point, you can control whether your internal processes allow your sales team to work quickly. 

4 maneiras de automatizar your marketing operations and processes

From lead management to customer communication, here are the top ways marketers use automation to save time, improve data accuracy, and stay organized.

Benchmark report: The ROI of marketing automation

Learn what other marketers are getting out of automation—and how you can trim your own to-do list.

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. 

How Close kicked customer churn to the curb with its Zapier integration

Learn how Close halved customer churn with Zapier.