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CRM automation guide

The Zapier Blog

A customer relationship management tool (or CRM) is a critical hub for sales and marketing teams—but it's not just a place to store contact details. When used effectively, your CRM becomes a central command center for tracking relationships, managing pipelines, and coordinating touchpoints across your entire customer journey.

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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. 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.

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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. Try Zapier's AI features Discover how AI gives you automation superpowers. " But to my—and humanity's—intense relief, integrating AI into your business doesn't require assimilation by a terrifying cybernetic collective.

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What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?

David Teten VC

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. . After extensive research, we centralized on HubSpot and deprecated Salesforce, Hootsuite, Calendly, Mailchimp, Contacts+, and Zapier. Second, high-quality customer service.

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“AI Agents for Small Business: The Ultimate Guide to Automation and Growth”

American Entrepreneurship

This article explains AI agents and how businesses can use them. Also, examples of ones that can be readily integrated into small business operations are given, plus other valuable insights about AI agents to help you grow your business. Artificial Intelligence (AI) is no longer a futuristic concept reserved for tech giants. What Are AI Agents?

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The best pipeline management software in 2025

The Zapier Blog

Boost your team's productivity Automate your CRM The best pipeline management software helps sales teams by keeping prospects engaged and the data you have about them organized. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog.

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How Ashby Uses Zapier to Tie LinkedIn Ad Performance Directly to Revenue

The Zapier Blog

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. You can go from HubSpot to LinkedIn with a CSV of all your qualified deals or revenue,” said Antonio. The result?