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CRM automation guide

The Zapier Blog

Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization's technology stack. Learn more.

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Your guide to IT automation

The Zapier Blog

In this guide to IT automation, we'll walk you through what it is, how it works, and how you can get the most out of your IT automation software with Zapier. Table of contents What is IT automation? How IT automation works IT automation vs IT orchestration Automate IT with Zapier What is IT automation? Who has access?

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AI integration: How to bring AI into your workflows

The Zapier Blog

With Zapier, AI integration is about making your workflows work better. It means connecting AI tools—like ChatGPT , Claude , or custom models —to the apps and systems your team already uses, so they can help you automate repetitive tasks, surface better insights, and move faster. Table of contents: What is AI integration?

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21 Facebook ad examples (and why they work)

The Zapier Blog

Visual proof of ease: The demo walks viewers through exactly how tap-to-pay works in the app, making the product feel approachable and foolproof. Zapier This Zapier ad promotes a free online quiz targeting tech leads and decision-makers to understand their AI readiness.

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A guide to email marketing automation: best practices and automated workflows

The Zapier Blog

In this guide to email marketing automation, we'll walk you through what it is, how it works, best practices, and how you can get the most out of it with Zapier. Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Learn more.

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5 ways to automate Grain with Zapier

The Zapier Blog

When you connect Grain with Zapier, you can orchestrate entire systems with AI and automation to streamline the way you hold meetings (and everything that comes after). New to Zapier? Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine.

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How to create a spreadsheet CRM in Google Sheets (+ free CRM template)

The Zapier Blog

But before you commit, there's a whole world of free CRM options out there, including Zapier's simple CRM template that can help you hit the ground running. Interactions by type: Create a pivot table using the Interactions sheet as your data source. Then, create a bar chart or pie chart based on the pivot table data.