The Zapier Blog

JUNE 11, 2025

With Zapier’s LinkedIn Conversions integration, Antonio found a seamless way to link top-of-funnel campaign data to actual revenue in their CRM, without relying on engineering resources to connect both platforms. Pulling data from their CRM, cleaning it, and uploading conversions back into LinkedIn was time-consuming and far from scalable.

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The Zapier Blog

JULY 1, 2025

Another advantage of Brevo is the fact that you can truly use it as a CRM. Most of Brevo's other AI features are connected with the CRM part of the platform. Since it has unlimited contacts, you'll never hit a wall, and you can even set up a sales pipeline to keep track of deals you're negotiating.

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American Entrepreneurship

MAY 21, 2025

In 2025, Jaspers new Brand Voice feature ensures that all contentfrom blog posts to email sequencesmatches your businesss tone and style. Now, with natural language input, you can describe a workflow (e.g., Send a Slack message when a new Stripe payment comes in), and Zapiers AI will generate and optimize the automation for you.

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Campaign Monitor

MAY 30, 2025

5 (5000+ reviews) Brevo Budget-friendly marketing Generous free tier with CRM features Free; $9/month paid 4.5/5 5 (70+ reviews) HubSpot All-in-one marketing needs CRM integration with full marketing suite Free (paid from $15/month) 4.4/5 Free plan; pricing starts at $12 USD/month 4.7/5 Free plan; pricing starts at $12 USD/month 4.7/5

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The Zapier Blog

JUNE 25, 2025

How to kickstart your AI automation strategy Automate intelligently with Zapier What is AI automation? AI automation often comes into the picture through BPM strategies like process mining. For example, a bot that automatically categorizes users in a CRM based on how they subscribed to a newsletter is a form of RPA.

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Campaign Monitor

MAY 30, 2025

5 (12K+ reviews) Zoho Campaigns Zoho ecosystem users Seamless integration with Zoho CRM and apps Free plan; starts at $4/month 4.4/5 Website Builder : Create and host complete websites with blogs, SEO controls, and custom domains. 15) HubSpot – Marketing platform with CRM integration 4.4/5

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Campaign Monitor

MAY 30, 2025

5 (5000+ reviews) ActiveCampaign Businesses focused on sales automation Deep CRM integration and sales workflows $15/month 4.5/5 5 (400+ reviews) HubSpot Businesses needing integrated CRM Extensive marketing, sales, and customer service tools Free Plan; Paid from $15/month 4.4/5

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The Zapier Blog

JUNE 18, 2025

" Seeing this visually doesn't just make your CRM data look prettier; it gives you immediate, actionable insights for your entire lead management strategy. Action: This new lead's information is automatically sent to your designated data storage system, such as your CRM or a database, ensuring it's recorded securely.

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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. So, let's talk about what a CRM is, why you need one , and what you get out of using it. Table of contents: What is a CRM?

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The Zapier Blog

JUNE 25, 2025

For example, I used Collabwriting to save Ryan Baum's post about using AI as a creative partner rather than a replacement (shown below) so I could reference it later for a client's LinkedIn content strategy about responsible AI use. month (billed annually); Business plan from $12.36/profile/month

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Campaign Monitor

MAY 30, 2025

5 (1000+ reviews) HubSpot CRM-focused marketing All-in-one marketing, sales, and service platform Free (paid from $15/month) 4.4/5 Its strength lies in providing an all-in-one solution for small to mid-sized businesses looking to manage their entire marketing strategy in one place.

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The Zapier Blog

JULY 10, 2025

Do more with TikTok's Lead Generation Automate lead tracking Whether you're a B2B marketer or content creator ready to turn TikTok into a revenue machine, you need to understand how to get the most out of your TikTok marketing strategy. For example, you can automatically create video scripts from blog posts with ChatGPT.

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The Zapier Blog

JUNE 12, 2025

Email marketing automation and email automation fall under the umbrella of marketing automation, while marketing automation covers a wider strategy that connects multiple tools, teams, and touchpoints. But with the right email marketing strategy, you can build fully automated email systems that scale with you as you grow. The takeaway?

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The Zapier Blog

JULY 21, 2025

Imagine you're a streaming giant and you want to measure the impact of your marketing strategy on your overall subscription revenue. Customer relationship management (CRM) software: CRMs help businesses track, manage, and analyze customer relationships. But what about the numbers to prove it?

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The Zapier Blog

JUNE 12, 2025

If it was successful in reaching its goal, it should be willing to follow the same strategy next time rather than trying something totally new. It also logs all the relevant details in the CRM. Learn: The agent sees whether the deal closes in the CRM and also learns from whether the email it drafted gets sent or not.

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The Zapier Blog

JUNE 25, 2025

Whether you're drafting blog posts from a content calendar, replying to leads with tailored emails, or summarizing customer feedback at scale, Claude becomes a hands-on collaborator inside fully automated systems. It only takes a few minutes to set up. You can read more about setting up Zaps here. The best part?

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The Zapier Blog

JUNE 8, 2025

For example, your online banking system uses it to quickly pull up your transaction history, and a customer relationship management (CRM) system can filter contacts based on specific criteria because the data is neatly organized. Embrace this dynamic duo to inform your marketing strategies and propel your business forward.

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The Zapier Blog

JUNE 12, 2025

A CRM is your prized possession in real estate. Improve your real estate business with automation Automate your CRM But with countless options on the market, how do you know which software is right for you? ​​ I looked into dozens of options, read approximately a million reviews, watched demos narrated by people way too cheerful for 9 a.m.,

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Startup Blogpost

FEBRUARY 10, 2023

This can be done by using a sales CRM (customer relationship management) platform to track and analyze leads, lead conversion rates, and sales team performance. A CRM can be used to organize, manage, and collaborate on all aspects of the sales process.

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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. Paths by Zapier are used to handle conditional formatting based on the agent’s CRM use (KVCore vs. No KVCore).

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TechCrunch

DECEMBER 3, 2021

Brent Leary, founder and principal analyst, CRM Essentials. How to execute an amplified marketing strategy. Every blog post, Tweet and Instagram Story is an opportunity to explain to customers (and your board) how the company creates value or is a step ahead of the competition. How to execute an amplified marketing strategy.

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David Teten VC

DECEMBER 3, 2019

Kyle Dunn, CEO, Meyler Capital , says, “Investors should focus on building a large audience within a CRM system (having the ability to categorize your different constituents); communicate consistently to that audience; and implement an automation platform that can leverage lead score to profile interest. 5) Manage relationships (CRM).

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Startup Blogpost

MARCH 22, 2024

We gathered 30 invaluable strategies from SEO Analysts, Founders, and other experts, ranging from optimizing content with targeted keywords to crafting blog posts that answer key questions. Among all the strategies we employed, the most effective one for ‘CupsnChai’ was undoubtedly keyword research and optimization.

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David Teten VC

DECEMBER 4, 2019

Kyle Dunn, CEO, Meyler Capital , says, “Investors should focus on building a large audience within a CRM system (having the ability to categorize your different constituents); communicate consistently to that audience; and implement an automation platform that can leverage lead score to profile interest. 5) Manage relationships (CRM).

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The Zapier Blog

APRIL 12, 2023

9 time management strategies at work 1. Jeffrey Gabriel , CEO of Saw.com , uses Zapier to connect all the apps that his sales organization employs in their tech stack, and to create alerts that their CRM doesn't offer. So we asked folks in a variety of roles how they manage their time, and this is what they said.

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Entrepreneurs' Organization

JULY 15, 2022

This post will explore how you can leverage video content in the context of email strategies and take your email marketing campaign to the next level. Company culture videos have become a great CRM tool that gives customers insight into what your brand stands for and a brand personality they can connect with. CRM videos.

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Startup Blogpost

OCTOBER 27, 2023

Configuring our website and ensuring the numerous integrations we depended on were functional – analytics, advertising, SEO, CRM, social media, inbound phone systems – the list seemed endless. Staying attuned to these changes and being willing to pivot our strategies has been instrumental in our growth.

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Both Sides of the Table

APRIL 20, 2011

If you read this blog often you'll know that I'm a huge fan of First Round Capital. Investing Strategy. SecondRound.com – This is a proprietary CRM system that was built to help manage the fundraising process. Management should communicate how the board can help - strategy, markets, key hires, introductions.

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David Teten VC

NOVEMBER 18, 2021

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.

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Entrepreneurs' Organization

DECEMBER 10, 2017

For years, the social media platform has given advertisers great ways to expand their reach, allowing brands to build audiences based on user data, page likes, website activity and CRM uploads. If digital marketing is a crucial piece of your business strategy, you understand the importance of reaching mid-funnel prospects.

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StartupNation

NOVEMBER 3, 2021

You can redirect your subscribers toward your other channels by including links to your social media handles, mobile applications and blogs in your newsletters or promotional emails. How to create a winning cross-channel marketing strategy. Email is an excellent means of driving traffic to your other marketing channels.

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Campaign Monitor

FEBRUARY 25, 2022

Or, you might use the newsletter content to tease a blog post outlining your company values. With discount emails, you can set up drip campaigns and automated triggers in your CRM to fire off templated emails with discount codes. . A guest blog post you’ve written for another company or brand. A message from the CEO.

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David Teten VC

JANUARY 11, 2020

The first three tools are only relevant if you’re going to generate significant content yourself: Teten.com , my blog and content marketing strategy. I typically publish essays in a major media venue, and then cross-post it on my blog. The mailings are just roundups of recent blog posts, so don’t require extra work.

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David Teten VC

DECEMBER 12, 2017

Nnamdi Okike, a former Principal at Insight Venture Partners and co-founder of 645 Ventures, describes his firm’s model as “a combination of an outbound deal sourcing strategy leveraging software and automation to help the team identify high-potential, rapidly growing companies.

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David Teten VC

JANUARY 11, 2020

The first three tools are only relevant if you’re going to generate significant content yourself: Teten.com , my blog and content marketing strategy. I typically publish essays in an established media venue, and then cross-post it on my blog. The mailings are just roundups of recent blog posts, so don’t require extra work.

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Entrepreneurs' Organization

JULY 23, 2020

The key to success, however, lies in a tactful execution of strategy. From project management trackers to CRM systems, the technology your company employs will vary wide and far, but it’s wise to ask your candidate if they’re familiar with your program(s) of choice.

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Entrepreneurs' Organization

FEBRUARY 28, 2018

Regardless of your type of business, having a defined digital marketing strategy is key to getting ahead. Depending on what you want to achieve, there’s a tool to manage virtually every component of your digital marketing strategy. 3 Customer relationship management (CRM) automation. 2 Digital marketing automation.

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