Articles that mention "Salesforce"

6 Salesforce automation ideas

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.

New and noteworthy apps: November 2023

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

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.

HubSpot vs. Salesforce: Which is right for you? [2024]

Deciding between HubSpot vs. Salesforce? Here are the key differences between these two platforms so you can decide which is best for your business.

The best CRM software to manage your leads and customers in 2024

We put dozens of Salesforce alternatives through the wringer and came up with the 11 best CRM apps on the market.

HubSpot vs. Pardot: Which marketing software is right for your business? [2024]

HubSpot (technically, HubSpot's Marketing Hub) and Pardot (now Salesforce's Marketing Cloud Account Engagement) are two of the top competitors in the world of marketing automation software. Here's how they stack up.

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.

How to connect Google Sheets to Salesforce

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

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 automatically add Shopify customers to 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.