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CRM automation guide

The Zapier Blog

That's where CRM automation comes in. In this guide, we'll walk you through what CRM automation is, why it's important, and how you can automate your CRM software to streamline your lead management. Table of contents What is CRM automation? What are the benefits of CRM automation? Learn more.

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5 Keap automation ideas

The Zapier Blog

Keap is passionate about keeping things personal—something every sales team wants when managing customer relationships. But when you pair Keap with Zapier, your sales team can do even better work by automating processes like collecting leads from different channels, logging meeting notes, and tracking invoices.

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