Connect your CRM with Zapier and boost efficiency

  • 7 October 2020
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Connect your CRM with Zapier and boost efficiency
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Hey, folks! Janine here from the blog team, to share another automation inspiration tip for you. 

CRMs help people get work done. They organize and manage leads and contacts, help you track deals as they advance through the pipeline, and make it easy for team members to see information in one place. But keeping them updated can be a daunting task, and if you’re manually entering data, there’s always the chance for human error. 

Automation can help!

Writer Chris Hawkins put together a piece about ways to use Zapier with your CRM to improve your team’s productivity and efficiency. Read the piece for ideas, and to see a hand-selected list of valuable Zaps you can use to:

  • Improve sales workflows by automating parts of your contracting process, tracking leads, and creating contacts
  • Strengthen marketing efforts by connecting your CRM with marketing automation, webforms, and social media
  • Reduce information silos by streamlining notifications in team chat or connecting your CRM with task and project management tools
  • Improve customer service by connecting ticketing, chat, and telephony systems with your CRM
  • And more!

Let us know if you try any of these Zaps!
 


1 reply

Hi, I would like to connect FB leads-Zapier-CRM (Autofacets) for one of our client. Do you have any experience with that? Any knowledge you can share? Thank you much!

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