Remove automate-slack-status
article thumbnail

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.

mix-use 105
article thumbnail

What is GitHub? And how to use it

The Zapier Blog

Do more with GitHub Start automating If you're not a programmer, GitHub can definitely feel intimidating at first. GitHub commands: An overview Automate GitHub What is GitHub? Learn more about how to automate GitHub , or get started with one of these templates. Table of contents : What is GitHub? How does GitHub work?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Hack your CRM: Build your own custom reporting without the enterprise costs

The Zapier Blog

Fortunately, you can use a little automation to create workflows that exactly fit your needs. By connecting your CRM to tools like Google Sheets or Zapier Tables , you can build flexible, automated reports that update in real time—without ever touching the "Upgrade" button. Next, perform the steps you want to automate.

article thumbnail

What is AI orchestration? A guide to intelligent systems

The Zapier Blog

AI orchestration is the connected, end-to-end application of AI tools, agents, and automations across workflows, teams, and systems. Traditional AI deployments often create silos—your chatbot doesn't know what your recommendation engine is doing, and your data analysis tool can't share insights with your automation platform.

mix-use 40
article thumbnail

Document automation: How to get started with Zapier

The Zapier Blog

That's what document automation does: it moves information and files around for you, saving you time. Plus, when you automate your processes, you remove the risk of human error (like forgetting to move a file to its proper location on your Google Drive). It's workflow automation software that lets you focus on what matters.

article thumbnail

Zendesk vs. Jira Service Management: Which is best? [2025]

The Zapier Blog

From the project, you can switch between priority views and quickly see the status of each request—features that make the lives of IT teams much easier. With project, status, and assignee filters (plus so many more), you can easily narrow your view to just the information you need. user/month* Premium: $57.50/user/month*

support 52
article thumbnail

Your guide to invoice automation

The Zapier Blog

Invoice automation helps simplify that process by capturing and processing invoices automatically. With your invoice automation system in place, you can eliminate repetitive work while also improving the timeliness and accuracy of your records. Skip ahead What is invoice automation? How does invoice automation work?

finance 79