The Zapier Blog

JULY 7, 2025

It's not just about getting data into your CRM (though that's a great place to start). It's about keeping that data up to date, ensuring the right people take action at the right time, and creating consistent, scalable workflows across your entire go-to-market motion. That's where CRM automation comes in.

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The Zapier Blog

JULY 10, 2025

Remember that hooks should also be visual. Here's a great example from QuickBooks. B2B media brand Morning Brew, for example, shot the hook for this video using the forward-facing camera. Beauty brand Made By Mitchell, for example, made $2 million in a single week through a series of TikTok live streams.

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The Zapier Blog

JUNE 18, 2025

Back in the office, a whiteboard, marker, and a dose of humility led to my first crude visual workflow. Visualize, plan, and automate business-critical processes Try Zapier Canvas That's the entire premise of a visual workflow. Table of contents: What is a visual workflow? What are the benefits of a visual workflow?

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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. RoutelQ Sales A mapping solution to help you enhance your CRM by visualizing leads, deals, contacts, and accounts so you can plan your sales route.

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The Zapier Blog

JUNE 17, 2025

The templates includes a form to collect leads, a datasheet to store lead information, and a visual tracker to manage the status of each lead and initiate actions when needed. Your database—automated Store, edit, share, and automate data all in one tool. Table of contents: What is a CRM? Why is a CRM system important?

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The Zapier Blog

JUNE 10, 2025

If your company has an index card equivalent for organizing customer data and lending support, you're in need of help desk software. Both Zendesk and Jira also allow you to customize the flow of conversation your bot should lead customers through, determining what questions it should ask and what data to collect.

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The Zapier Blog

JULY 16, 2025

But if you're constantly writing elaborate prompts , sorting through its answers, and moving that data to other tools, you're not utilizing Grok to its full potential. For example, when a lead is added to your CRM or they submit their details through a form, Grok will carry out that research online. Learn more.

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The Zapier Blog

JUNE 18, 2025

It includes a pre-built Customer Data sheet to store lead/customer info, an Interactions tracker, and a Dashboard with some basic reporting. Make a copy To use this template, head to the Customer Data worksheet, and clear the sample data in each cell by selecting the cells and pressing the delete key.

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The Zapier Blog

JUNE 12, 2025

Those are all examples of email marketing. Use interfaces, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization's technology stack. Next, you get a thank-you discount on poodle carriers for giving a five-star review. Learn more.

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The Zapier Blog

JUNE 18, 2025

From safeguarding data to resolving major incidents and beyond, you're in charge of keeping everything running smoothly, so the only downtime you encounter is yours—not your system's. It's a smarter, more scalable way to handle everyday processes like backing up data or responding to security alerts automatically.

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The Zapier Blog

JULY 10, 2025

Let's take Apple as an example. An employee communication plan, for example, is only meant for your team's eyes. For example, you might include an initiative that triggers an automatic email when a donor registers or makes a contribution—something that reflects their impact on the cause.

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The Zapier Blog

JUNE 23, 2025

Get started These Zaps help you create anything from an accounting assistant that can answer employee questions in a specific Slack channel to an analysis assistant that can analyze blog performance or KPIs. Or it can write and execute code and analyze structured data from a CSV—the possibilities are endless!

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The Zapier Blog

JULY 21, 2025

Revenue forecasting means predicting a company's future income over a set period of time using historical data, sales trends, and external factors like seasonality and economic conditions. The key to doing it right is to use extensive data and a strong forecasting model (which I'll get into in a bit).

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The Zapier Blog

JUNE 4, 2025

Examples of automated provisioning Benefits of automated provisioning What to look for in an automated provisioning tool Popular automated provisioning tools Automate IT with Zapier What is automated provisioning? Bonus points if you can control access at the data level. Table of contents: What is automated provisioning?

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The Zapier Blog

JUNE 30, 2025

For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. And preferably, you want it to include a visual builder, so you can instantly see what you're creating. Either way, the visual drag-and-drop builder makes it incredibly easy to customize your forms.

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The Zapier Blog

JULY 11, 2025

For a simple example, the idea is that your AI assistant agent would be able to book flights using a travel comparison website's AI agent. Tools like Zapier make it possible to add AI to almost any service or workflow, so you can, for example, pull the power of ChatGPT into any of the other apps you use at work. GPT-4, GPT-4.5,

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The Zapier Blog

JULY 10, 2025

" Based on your answers, Squarespace starts to make assumptions about the kind of site you need: whether you need an appointments integration or eCommerce features, for example. For example, Wix was first to launch an AI design tool in 2016; Squarespace followed suit in 2023). You can then accept or modify those assumptions.

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The Zapier Blog

JULY 20, 2025

It defines the methods, parameters, and data formats you can use to access certain features or retrieve data from an application or service. It relies on APIs to fetch real-time weather data from meteorological services and deliver it to your device. POST: This tells the API you want to add, or post, new data to the server.

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The Zapier Blog

JUNE 8, 2025

f"Data is the new oil." " It's a played-out expression, but it underlines a significant truth of our time—data, like oil, is fueling growth and innovation. 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.

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The Zapier Blog

JUNE 11, 2025

Airtable has a lot more features, and while it can present data in spreadsheet form, it's a much more dynamic database solution. It's also completely free.

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The Zapier Blog

JUNE 12, 2025

Your CRM should seamlessly integrate with the tools you already use, such as your email, calendar, social media, and direct MLS/IDX feeds for up-to-date listing data. Here are a few examples to get you started. The sales pipeline tool also helps visualize and advance contacts through a defined process.

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The Zapier Blog

JUNE 18, 2025

Whether that's turning a bunch of data into a live website or visualizing relationships between piles of notes, they've got you covered. For example, when you select text on Obsidian, it won't bring up any menus to customize it. As people feed data into the form, the table will update automatically in real-time.

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The Zapier Blog

JULY 23, 2025

Excel Copilot examples Copilot in Excel vs. Gemini in Google Sheets Add AI automation to your spreadsheets What is Microsoft Copilot in Excel? Excel Copilot examples to power your sheets I ran a publication (How-To Geek) that published in-depth Excel tutorials, but I've never actually been an Excel wizard myself.

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Entrepreneurs' Organization

MARCH 27, 2024

Google Forms, ideal for anonymous text-based idea submission, and MURAL, a virtual whiteboard suitable for visual brainstorming, stand out as prime examples. For example, GPT-4 beat 91 percent of humans on a variation of the Alternative Uses Test and scored over 99 percent in the Torrance Tests of Creative Thinking.

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Both Sides of the Table

MAY 7, 2011

Sometime around 2003/04 my technology team turned me on to “Spolsky on Software&# a periodic newsletter served up blog style from Joel Spolsky of FogCreek Software, a maker of bug-tracking software. Blogs weren’t popularized yet so it was an oddity for me to read the founder of a software company spewing out advice.

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Entrepreneurs' Organization

MAY 24, 2023

Through a blend of agile methodologies, data-driven decision-making, and a desire to continually improve, our organization has unlocked unbounded potential, fostering growth, innovation, and a company we love to work both in and on. Analyze features such as Gantt charts and Kanban boards, which provide visually rich overviews of projects.

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StartupNation

JANUARY 6, 2022

Blogging can be a profitable side business. You can monetize your blog through affiliate marketing, sponsored posts, display ads, and selling digital and physical products. Some bloggers become so successful that they turn blogging into a full-time business. million per year from their blogs. What is a blog?

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StartupNation

JANUARY 6, 2022

Blogging can be a profitable side business. You can monetize your blog through affiliate marketing, sponsored posts, display ads, and selling digital and physical products. Some bloggers become so successful that they turn blogging into a full-time business. million per year from their blogs. What is a blog?

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StartupNation

JANUARY 7, 2022

Blogging can be a profitable side business. You can monetize your blog through affiliate marketing, sponsored posts, display ads, and selling digital and physical products. Some bloggers become so successful that they turn blogging into a full-time business. million per year from their blogs. What is a blog?

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Both Sides of the Table

MARCH 14, 2013

Do I have data or facts to present so the story has legs? The idea is that you put out information with data and a point-of-view and that becomes the story rather than you. The major battle for press is a battle for “mindshare” and it’s exactly the reason I blog. A journalist has a visual chart they can use.

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The Zapier Blog

JUNE 26, 2025

Meet your new AI teammates Try Zapier Agents Interestingly—in a side-eye kind of way—some of its training data is from YouTube. In one experiment, for example, I was trying to create an obnoxious movie trailer. But overall, I found that the speech patterns feel natural, not robotic, and environmental sounds blend well with the visuals.

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StartupNation

FEBRUARY 9, 2021

For example, IBM’s U.S. Based on our website traffic at Teknicks, we’ve seen increased interest in startup educational information on franchising, app creation, blogging, SEO, Google analytics, website creation and other web-based inquiries related to starting a business online. Customers generate data with every interaction.

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David Teten VC

DECEMBER 3, 2019

Point Nine Capital’s website is now powered by Contentful ; they use Unbounce for landing pages ; and Typeform for surveys and other data collection. LPs, coinvestors, and press use these tools, so I work for free for these data vendors to make sure that their data about our activities is correct.

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David Teten VC

DECEMBER 4, 2019

Point Nine Capital’s website is now powered by Contentful ; they use Unbounce for landing pages ; and Typeform for surveys and other data collection. LPs, coinvestors, and press use these tools, so I work for free for these data vendors to make sure that their data about our activities is correct. Betterfront.io

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TechCrunch

AUGUST 24, 2023

Major brands are experimenting with it, using the AI to generate ad and marketing copy, for example. For example, having the model always respond in a given language. We’re very excited for the impact they’ll have here at OpenAI,” OpenAI wrote in a brief post published to its official blog.

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StartupNation

JANUARY 18, 2022

Take SoundCloud, for example. Once you find your USP, include it in your messaging and share it in your marketing assets like your website, blog and marketing campaigns. Symbols are a visual representation of your brand. Look at this example by Robin Sharma, author of “The Monk Who Sold His Ferrari”: Source.

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Entrepreneur's Handbook

OCTOBER 27, 2021

Track Analytics The almighty Google Analytics (GA) is the head honcho of data, you could call it the Data Overlord. Let Data Drive Strategy, Not Feelings While we are talking data, it’s time to throw your personal feelings out the window. You need to consult the data and let the data decide what is working and what isn’t.

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