The Zapier Blog

JUNE 12, 2025

Firebase at a glance Here's how Supabase and Firebase stack up at a glance: Supabase is best for vibe coders who prefer working with structured data and are already using modern development tools like Replit , Vercel , or Bolt —especially those comfortable with spreadsheet-like data organization. users, posts, and comments) really well.

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The Zapier Blog

JUNE 15, 2025

For example, sales and marketing teams might use Zoho CRM to organize contact info and manage relationships with current and prospective customers, whereas accounting teams may rely on Zoho Books to manage their financial operations. Zoho offers some of its apps for free, including a free forever edition of Zoho CRM for up to three users.

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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

JULY 16, 2025

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. Zapier then adds those insights to the lead's record in your CRM or logs them in a spreadsheet for your team to review. For a more dynamic automated system, try Zapier Tables.

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The Zapier Blog

JULY 1, 2025

Table of contents Create official tasks from your action items Share meeting notes with your team Add meeting attendees and engagements to your CRM Use AI to write the right follow-up message Keep a running log of your meetings To get started with a Zap template—what we call our pre-made workflows—just click on the button.

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The Zapier Blog

JUNE 12, 2025

For example, when someone signs up for your newsletter, Zapier can automatically add them to your email list, send a welcome email, and even update your CRM. If a contact subscribes to your newsletter or engages with a key email, you'll want that information reflected in your CRM. That's where AI comes in.

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The Zapier Blog

JULY 18, 2025

For example, you can automatically send signed contracts to your CRM or instantly generate onboarding documents when a new employee signs their offer letter. You should add the contract to your Google Drive and update the deal in your CRM to indicate that it's "Won."

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The Zapier Blog

JULY 13, 2025

I've seen the spreadsheets that stretch to infinity and beyond, the email chains for a single approval that rival a Tolstoy novel, and the sheer dread of month-end close. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. One minute. Sage Intacct is the opposite of that.

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The Zapier Blog

JULY 21, 2025

Without a revenue forecasting model, your 1 million-row sales data spreadsheet is just going to sit there, staring back at you while your computer chugs and wheezes. Customer relationship management (CRM) software: CRMs help businesses track, manage, and analyze customer relationships. Just be aware: they cost a pretty penny.

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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 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, you could do the same thing for prospects stored in your sales CRM. Did you know?

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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. Structured data is particularly handy when you need clear, quantitative insights.

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The Zapier Blog

JUNE 11, 2025

As a database and spreadsheet (respectively), Airtable and Google Sheets are a lot like this, but with way less vitamin C. Though both can do many similar things, Airtable is a database app and Google Sheets is a spreadsheet app. It's also completely free.

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The Zapier Blog

JULY 10, 2025

David started small, moving form responses into spreadsheets. 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.

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Hunter Walk

SEPTEMBER 9, 2023

A writer who wants to blog about culture. This is what allows CE growth spreadsheets to imagine a Creator Economy that even if it followed power laws, would still produce a very valuable long tail. A singer who wants to sing. An animator who wants to draw. A comedy troupe who wants to make you laugh.

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Entrepreneurs' Organization

MARCH 6, 2024

What ends up happening is that, for the sake of time (or lack thereof), we resort to Excel or Google spreadsheets. This could include email services, CRM systems, financial software, calendars, or even internal databases. and more articles from the EO blog. It’s tedious and error-prone. How will they share information?

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Tomasz Tunguz

DECEMBER 15, 2024

When I manage spreadsheets, I don’t want to manipulate formulas anymore. When I program computers, I don’t want to work at the level of lines & functions & arguments, but the style of a webpage like this blog’s theme. Can it draft an email, or critique a blog post well? It’s different now.

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The Zapier Blog

APRIL 4, 2023

For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. It's ideal for simple websites, like a portfolio or blog—but you can't do things like sell online or easily connect it to your social media accounts. SEO features: Quite a few!

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The Zapier Blog

JUNE 2, 2025

Table of contents Move data from spreadsheets into Clay Add new leads from lead gen tools Update company and contact records Create new records from forms Collect data from any tool Move data from spreadsheets into Clay Many businesses organize lead data in spreadsheets because they're flexible and easy to customize.

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The Zapier Blog

JUNE 16, 2025

Table of contents Organize new webinar registrations in a spreadsheet Create new webinar registrations from leads Add registrants to your CRM Send notifications for new registrations Organize new webinar registrations in a spreadsheet When you're planning a webinar, spreadsheets can be handy for staying organized.

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The Zapier Blog

JULY 2, 2025

With just a few Zaps—what we call our automated workflows—you can automatically track orders in spreadsheets, create invoices, and improve customer engagement. Back up order and customer info in a spreadsheet Spreadsheets can be a versatile way to track and use your WooCommerce order information. New to Zapier?

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The Zapier Blog

JULY 10, 2025

Table of contents Get notifications for new form submissions Send lead information to your ads tools Subscribe contacts to your newsletter Add incoming leads to your CRM Create tickets from support forms Track and log form submissions To get started with a Zap template—what we call our pre-made workflows—just click on the button. Learn more.

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The Zapier Blog

JULY 1, 2025

Cue the updates to your customer relationship manager (CRM), creation of follow-up tasks, and sharing insights with your team. While you could manually log each call in a spreadsheet or download the call records from Dialpad and paste them into your spreadsheet, this method invites human error and wastes precious business time.

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The Zapier Blog

JULY 21, 2025

But what happens after someone converts, like when a deal closes in your CRM, a phone call finishes, or a contract is signed? 👉 Watch the on-demand webinar Build your first “revenue feedback” Zap Trigger: Your CRM (Salesforce Opportunity won, HubSpot deal closed, etc.). This way, Facebook learns from actual buyers, not clickers.

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The Zapier Blog

JULY 20, 2025

I'm going to have Email Parser tell me about new posts on the Zapier Blog (meta, I know), so I'm forwarding a recent email from Deb at Zapier. With the email I've used, I want to know the headlines under "Recommended reading from the Zapier blog team," so I select the text from each of those.

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The Zapier Blog

JUNE 16, 2025

Built with flexibility in mind to meet any growing small business's needs, this popular CRM also allows you to grow your revenue, streamline email follow-up, and assign tasks to the right people. If your team lives in Slack or Microsoft Teams , make their jobs easier by bringing the CRM notifications to them.

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The Zapier Blog

JUNE 7, 2025

Then someone would manually go through and enter that data into our CRM.” . "We worked out of email a lot,” said Christopher Jarvis , VP of Enterprise Digital Marketing. We’d set up an inbox, and a vendor or web form would send leads to it. The process wasn’t scalable, and it definitely wasn’t fast.

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The Zapier Blog

JUNE 19, 2025

Instead of manually entering numbers into spreadsheets or jumping between apps, automation pulls data from one tool to another and keeps everything in sync. These bots mimic the actions a human would take in a spreadsheet or app, but they do it faster, without taking breaks, and without making typos. Here's how.

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The Zapier Blog

JUNE 9, 2025

By bringing Perplexity into your workflows with Zapier automation, you can tap into always-on research and seamlessly route answers to the tools where decisions are made: CRMs, spreadsheets, docs, Slack, and more. Here's how to get started. Sign up for free to use this app, and thousands more, with Zapier.

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The Zapier Blog

JUNE 25, 2025

Save emails to a spreadsheet or database There are many reasons you might want to save email content to a spreadsheet. If you're fielding a lot of incoming emails—from job applications to tracking numbers to customer requests—it can be easier to organize and manage them in spreadsheet format. Sign up for free.

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The Zapier Blog

JUNE 2, 2025

Table of contents Track business records in a spreadsheet Auto-create new jobs in ServiceM8 Save new customers as contacts Create tasks in your project management app Get notifications for important activities Track business records in a spreadsheet ServiceM8 keeps a detailed log of your daily operations. The only problem?

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The Zapier Blog

JULY 7, 2025

Prepare your Google Sheet Next, head to Google Sheets and create a new spreadsheet. Search for and select Google Sheets for your action app and Create Spreadsheet Row for your action event. Yours should look something like this: Now, select your Drive, Spreadsheet, and Worksheet. Zapier connects with thousands of apps.

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The Zapier Blog

JUNE 24, 2025

Easily send notifications, generate action items, update your CRM, and more—all without relying on manual work. Or maybe you and your team use spreadsheets and databases to keep track of call notes. Spreadsheets are great for storing information, but they're not built for acting on it quickly. New to Zapier?

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The Zapier Blog

JULY 15, 2025

By logging incoming emails in a spreadsheet, you can create a centralized to-do list that you can share with your team and actually work through systematically. For example, you might add a script to a Google Sheet that automatically populates a Gmail template using data in each spreadsheet row. Refresh your spreadsheet.

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The Zapier Blog

JULY 17, 2025

You could track this in a spreadsheet with auto-calculating formulas or use Zapier Tables to store detailed signup records. A spreadsheet tool You're already managing data in a tool like Excel or Google Sheets and want to build Zaps within your existing tech stack. Use this option If.

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The Zapier Blog

JULY 10, 2025

"I used to get an email, download the spreadsheet, then manually copy the lead into a form on our site. Action: The lead data is automatically sent to the CRM. Automation: The Zap routes the lead to the same CRM pipeline used for AdWords submissions. "It That’s what was happening at Vendavo. "I

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Entrepreneurs' Organization

OCTOBER 7, 2016

A CRM or spreadsheet is invaluable here so that you can show your gratitude and appreciation the next time you see your centers of influence. The post Deepen Your Relationship with Centers of Influence appeared first on THE BLOG. Know who you are going to see and check the status of prospect referrals you are working on.

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