The Zapier Blog

JUNE 15, 2025

Investing in a unified platform—where all your apps are connected via a shared system—can simplify data management, prevent silos, streamline communication, and reduce operating costs. Zoho has approximately one zillion apps that cover you across your organization, and here, I'll walk you through everything on offer.

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The Zapier Blog

JULY 18, 2025

In a perfect world, we'd have our documents all neatly organized in a centralized location. We have documents, PDF files, emails, forms, and more… all scattered across different apps. Here's how to use Zaps—Zapier's automated workflows—to streamline your document management. New to Zapier?

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The Zapier Blog

JUNE 17, 2025

Boost your team's productivity Automate your CRM Turns out, a CRM (customer relationship management) app is like my fantasy setup, but for people with actual responsibilities. It acts as a central hub designed to track contacts, manage sales pipelines , automate communication, and improve customer service. Try Zapier free 1.

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The Zapier Blog

JUNE 19, 2025

Today you can make calls using FaceTime, Messenger, WhatsApp, or dozens of other call apps, and virtual phone systems do the same for your office number. Download an app to start making calls from a desktop, laptop, and mobile phone in a matter of minutes. Getting started with VoIP is super simple. Select your phone number(s).

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The Zapier Blog

JULY 1, 2025

Pen and paper set a very high bar to clear, but these are the six best mind mapping apps that manage to clear it. You start by writing a central idea or theme in the middle of a blank sheet of paper. Then the fun starts: around your central theme, you create "nodes" connected by lines, each with its own related idea or theme.

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The Zapier Blog

JUNE 18, 2025

But before you commit, there's a whole world of free CRM options out there, including Zapier's simple CRM template that can help you hit the ground running. This sheet will essentially function as your centralized address book and will allow you to quickly reference any customer details you need.

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The Zapier Blog

JULY 13, 2025

How we evaluate and test apps Our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. Not only financially.

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The Zapier Blog

JUNE 25, 2025

Zapier Enterprise Automation for every team, approved by IT. Contact Sales I work at Zapier, an enterprise that not only helps other businesses automate their workflows, but relies on automation to power our own internal operations. You want to empower teams to automate their work but not open up a tangle of permissions and shadow IT.

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The Zapier Blog

JUNE 18, 2025

In this guide to IT automation, we'll walk you through what it is, how it works, and how you can get the most out of your IT automation software with Zapier. How IT automation works IT automation vs IT orchestration Automate IT with Zapier What is IT automation? Table of contents What is IT automation? Where are the handoffs?

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The Zapier Blog

JULY 21, 2025

Believe it or not, revenue forecasting was a pretty central part of my childhood, and not in a high-stakes-lemonade-stand kind of way. Zapier Enterprise Automation for every team, approved by IT. Automate your forecasting with Zapier What is revenue forecasting? I was great at saving my money. Not so simple.

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The Zapier Blog

JUNE 15, 2025

There's a lot of advice out there about the connection between timing and productivity: articles—including Zapier's own —suggesting "X things to do in the morning/afternoon/evening" to stay productive all day long. Other times, it's reading a book or playing with dozens of apps to find the best one.

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier Add that to the "pudding will get hot when heated" warning and the trademark "shower cap fits only one head" disclaimer, and you've got yourself an era in which communication plans are not only a helpful organizational tool but a very necessary one.

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The Zapier Blog

JUNE 8, 2025

Automatically extract data from your apps with Zapier Learn how And again, like oil, not all data comes out of the ground with the same properties. Websites: The core content on web pages, like the text of articles, blog posts, product descriptions, and user comments. Zapier provides tools tailored for both types of data.

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The Zapier Blog

JUNE 12, 2025

Mobility and accessibility: As a real estate agent, you're often on the move, which is why the CRMs below have a capable mobile website or a dedicated app. You can do even more with Follow Up Boss when you integrate it with Zapier , so you can automatically add leads to your CRM or send information to the other apps you use most.

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The Zapier Blog

JULY 9, 2025

Connect your project management software to your other apps Make your job easier That's what project management templates are to project managers: replicable systems of organization that keep everything efficiently structured. All your updates get logged in a Zapier Table for easy tracking. Try the template 2. Try the template 3.

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The Zapier Blog

JULY 10, 2025

Now, Agent onboarding is seamless, CRM updates happen in real time, and internal tools built with Zapier Interfaces and Tables have replaced costly software, including an HR platform that would have cost over $100,000 annually. To fix that, David created a self-serve signature generator powered by Zapier.

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David Teten VC

NOVEMBER 18, 2021

After extensive research, we centralized on HubSpot and deprecated Salesforce, Hootsuite, Calendly, Mailchimp, Contacts+, and Zapier. We were only paying for Zapier in order to pull business cards into Salesforce. We used Zapier to pull this data into Salesforce. . The main reasons: First, all-in-one functionality.

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The Zapier Blog

APRIL 13, 2023

No two service-based businesses are alike, which means it can be hard to find an appointment scheduling app that works for you. In my years as a small business owner, I've experimented with several appointment scheduling apps—and I've learned what makes a tool stand out from the rest.

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The Zapier Blog

APRIL 13, 2023

With Zapier, you can connect lead data and customer touchpoints to analytics tools to streamline your reporting and automatically generate a complete picture of your campaign performance. When apps lack built-in integrations, Zapier's automated workflows ensure a seamless connection between data sources and analytics.

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The Zapier Blog

JUNE 4, 2025

That's where Zapier comes in. You can start by automating individual tasks with simple workflows—what we call Zaps—and grow into orchestrating entire systems across apps, teams, and data. The examples below are some of the most popular ways teams use Zapier to reduce manual work and streamline their day-to-day. Learn more.

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The Zapier Blog

JULY 22, 2025

With a Zapier-powered project management table and AI chatbot, you can automatically organize tasks, track team capacity, and get fast responses about sprint health. Instead, you can use Zapier's AI orchestration platform to create exactly the sprint visibility features you're missing. Learn more.

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The Zapier Blog

JUNE 25, 2025

At Zapier, we're big believers in automation. But our platform goes far beyond automating simple tasks— when X happens in one app, do Y in another. As the most connected AI orchestration platform , Zapier connects your people, tools, AI, and agents , so you can run workflows across your business, 24/7. That's a given.

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The Zapier Blog

JUNE 3, 2025

From making bookings to managing global teams with zero meetings, creators and business owners are finding new ways to get more done using Zapier's automation orchestration platform. Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft.

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The Zapier Blog

JULY 13, 2025

With Zapier's automated workflows (called Zaps), you can connect FreshBooks to your business-critical apps and create powerful systems that automate all of your financial admin workflows. New to Zapier? Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine.

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The Zapier Blog

JUNE 19, 2025

New to Zapier? Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Popular accounting automation software Accounting automation with Zapier What is accounting automation? It's workflow automation software that lets you focus on what matters.

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The Zapier Blog

JUNE 2, 2025

You probably use other tools—a favorite email platform, a project management app—to keep your team on track. With Zapier's automated workflows (called Zaps), you can connect ServiceM8 to the rest of your apps and build smart systems that help your business scale. New to Zapier? Here's how. The only problem?

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The Zapier Blog

JUNE 24, 2025

Security automation vs security orchestration Automated security with Zapier What is security automation? Pro tip: Check out Zapier's AI tools to handle tasks that go beyond rule-based automation. Always talk to your security team or expert to keep your company, employee, and customer data safe. How does security automation work?

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The Zapier Blog

JULY 23, 2025

Authenticator apps are hard to tell apart. And while any secure authenticator app will get the job done, there are some that are better for different use cases. So I researched and tested every authenticator app I could to see how they did with security, reliability, and ease of use. Here's what I found. Some are barebones.

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The Zapier Blog

JUNE 15, 2025

Automation can help your customer support team Learn how Zendesk has clearly thought this through, which is why it consistently makes Zapier's list of the best help desk software and live chat apps for customer support. Try Zapier Chatbots Create free custom AI chatbots to engage customers and take action with built-in automation.

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The Zapier Blog

JULY 21, 2025

The good news is you can use Zapier to automate your bookmark manager so that it's easy to use and act on the content you save. Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Sound appealing? Learn more.

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The Zapier Blog

JULY 15, 2025

Try Zapier Tables Sound familiar? By logging incoming emails in a spreadsheet, you can create a centralized to-do list that you can share with your team and actually work through systematically. Note: If you change the column headers, you'll need to update the corresponding code under Extensions > Apps script.

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The Zapier Blog

JULY 3, 2025

Meet your new AI teammates Try Zapier Agents While I've tried to make Google's voice-to-text work in the past (within Google Docs), it's not without its issues, either. Wispr Flow is an iOS and desktop app that offers fast, accurate dictation across all your apps with intelligent context awareness. That's it.

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The Zapier Blog

APRIL 6, 2023

They're a central location where you can share events and resources, collect reviews, and allow customers to learn more about and recommend your business to others. Learn how to connect your page to Zapier with a few clicks—and let automation handle the social busywork from there. You can read more about setting up Zaps here.

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