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CRM automation guide

The Zapier Blog

A customer relationship management tool (or CRM) is a critical hub for sales and marketing teams—but it's not just a place to store contact details. When used effectively, your CRM becomes a central command center for tracking relationships, managing pipelines, and coordinating touchpoints across your entire customer journey.

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What is AI automation? And how your business can use it

The Zapier Blog

Automation used to be the best way to do that. And while AI has since come on the scene, it hasn't replaced automation—it's made it better. Now, I delegate to AI automation. Try Zapier's AI features Discover how AI gives you automation superpowers. Table of contents: What is AI automation?

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5 ways to automate Grok with Zapier

The Zapier Blog

Automation can change that. With Zapier's automated workflows (called Zaps), you can connect Grok with the rest of your work tools. Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Here are five ways to get started. Learn more.

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The 10 best VoIP providers to move your business phone to the cloud in 2025

The Zapier Blog

For text messages, you can send automated messages when in "do not disturb" mode and when received after normal business hours. Do things like creating tickets in your support system or activities in your CRM whenever there are new calls in Dialpad—all automatically. Here are some examples. Here are some examples.

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The 9 best accounts payable software in 2025

The Zapier Blog

" Save time and reduce errors with accounting automation Learn how I've been there. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. There's no one single best AP automation software. One minute. After all, a powerful AP tool shouldn't be an island.

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Airtable vs. Google Sheets: Which is best? [2025]

The Zapier Blog

Get more out of your spreadsheets with automation Automate spreadsheets Many people may be able to use these two related products interchangeably for general use, but more nuanced use cases will probably prove one to be an easy choice over the other. It's also completely free.

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What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?

David Teten VC

One of the first decisions we had to make in setting up our new VC fund, Versatile Venture Capital , was our CRM and marketing technology infrastructure. . HubSpot replicated all the major functionality we were using from all the CRM/martech tools I just mentioned. Our historic salestech and marketing tech stack was: CRM : Salesforce.