I'm currently working on giving our lead management system a serious upgrade, and I'm diving into the world of Zapier to make it happen. Our main aim? To make everything smoother and more efficient, from capturing leads to following up with them, all in our CRM platform.
I'd really love to hear from folks who've already nailed the whole Zapier-CRM integration thing. What was your experience like? Any hurdles you had to jump over? And of course, any genius moves or tips you picked up along the way would be super helpful!