Articles tagged "CRM (Customer Relationship Management)"

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.

Connect your customer journey with Teamleader Focus

Teamleader Focus helps you turn leads into repeat customers. Automate it with Zapier for a seamless customer experience.

Get more mileage from your field sales with Badger Maps

Badger Maps is a CRM platform built for field sales, enabling teams to capture data on the go.

5 ways to automate Intercom with Zapier

To get the most from Intercom, you have to make sure it plays nicely with the other apps you use. Here's how you can use Zapier to connect Intercom with your business-critical tools.

5 ways to automate Follow Up Boss with Zapier

Don't limit yourself to Follow Up Boss' features. Turn your CRM into a hub for your business by adding automation into the mix.

The Zapier HubSpot integration: How to automate your work apps

Zapier's automated workflows can automate data transfer across your most-used apps. Here's how to connect HubSpot to the other tools in your tech stack.

6 ways to automate Gravity Forms with Zapier

Make lead generation and follow-up easier by connecting your forms with the other apps you use to do your work.

5 ways to automate Google Ads with Zapier

Without a reliable way to keep your sales data organized and updated, you'll waste precious hours on manual data entry and missed opportunities. Here's how to supercharge Google Ads with automation.

Customer journey mapping 101 (+ free templates)

A customer journey map illustrates an individual's progression from awareness to brand loyalty, encompassing the touchpoints between the person and brand on the way.

What is CX? Customer experience management 101

Explore the concept of customer experience (CX) in this comprehensive guide. Learn what CX is, why it matters, and strategies for successful implementation.