The Zapier Blog

JUNE 9, 2025

But if you want to know the best sales pipeline management tool, unfortunately, you should probably read the next several thousand words of in-depth software analysis. 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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Campaign Monitor

MAY 30, 2025

(TL;DR) Klaviyo alternatives at a glance Tool Best For Key Advantage Starting Price Rating Campaign Monitor by Marigold Visual design & ease of use Intuitive drag-and-drop editor with mobile-ready templates, prebuilt automated journeys, and high delivery rates. Free plan; pricing starts at $12 USD/month 4.7/5

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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. Growth: Scale marketing, support, and lead generation for sales teams without hiring a full staff. Start small with basic plans and the move up to premium plans with advanced features as you grow.

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The Zapier Blog

JULY 27, 2025

Contact Sales In other words, AI orchestration is the end-to-end coordination of automations, AI tools, and AI agents across your business—using logic and adaptive intelligence to decide what should happen, when, and how. The system sorts them into NQLs (not ready) and MQLs (ready for sales).

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The Zapier Blog

JULY 27, 2025

Contact Sales That's the paradox. Customer success teams use AI to look for buying signals in support tickets, route new leads to sales, and build a smarter customer support feedback process. Our CEO called a company-wide "Code Red," not because we had a plan, but because doing nothing felt riskier than jumping in.

support

Campaign Monitor

MAY 30, 2025

(TL;DR) ConvertKit alternatives at a glance Tool Best For Key Advantage Starting Price Reviews Campaign Monitor by Marigold Professional businesses needing on-brand emails Highly customizable emails and powerful prebuilt automated journeys Free Plan; Paid from $12/month 4.7/5 5 (600+ reviews) What’s “wrong” with ConvertKit?

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The Zapier Blog

JULY 17, 2025

Here's what you need to know to decide between using Stripe vs. PayPal for your sales needs. PayPal has a seriously complicated fee schedule that adds up quickly, and even basics like a virtual terminal or a recurring payment tool require a subscription plan plus an added fee. for online sales. plus $0.30

support

Campaign Monitor

MAY 30, 2025

(TL;DR) ActiveCampaign alternatives at a glance Tool Best For Key Advantage Starting Price Rating Campaign Monitor by Marigold User-friendly email marketing with visual impact Intuitive drag-and-drop editor with superior design capabilities, transactional emails free plan; pricing starts at $12 USD/month 4.7/5

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The Zapier Blog

JUNE 25, 2025

This means these systems can, for example, intelligently route customer support tickets based on their actual content and urgency, dynamically optimize supply chain logistics as conditions change, or provide remarkably accurate sales forecasts by analyzing complex datasets. Get started with one of these templates.

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The Zapier Blog

JUNE 8, 2025

If you're on a paid plan, you can manually choose which model ChatGPT runs on or let ChatGPT automatically pick one, optimizing for quality and speed. Apps You can start generating content by choosing from over 100 apps (essentially templates) that run the marketing gamut, from email campaigns to product descriptions to blog articles.

data analysis

The Zapier Blog

JULY 17, 2025

Contact Sales With proper AI orchestration, these previously isolated AI tools and workflows communicate with each other, share data, and work together toward common goals. The call prep AI orchestration template solves this by automating that entire pre-meeting scramble. That's why Zapier built an automated changelog template.

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The Zapier Blog

JULY 3, 2025

Table of contents Share details from team meetings Create detailed meeting summaries with AI Create tasks from meetings and recordings Connect Grain with product and support tools Build a content backlog To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up.

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The Zapier Blog

JUNE 10, 2025

Needless to say, little Suzie didn't get a new pair of shoes in her Easter basket, and we lost a sale. Jira offers multiple service management templates to solve different customer satisfaction issues, including ITSM, general service management for IT and business teams, customer service management, and plenty more.

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Campaign Monitor

MAY 30, 2025

(TL;DR) GetResponse alternatives at a glance Tool Best For Key Advantage Starting Price Rating Campaign Monitor by Marigold Professional design-focused businesses Superior deliverability, drag-and-drop email builder, and prebuilt automated journeys Free plan; pricing starts at $12 USD/month 4.6/5

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The Zapier Blog

JUNE 30, 2025

The best free invoicing software Wave for growing businesses PayPal for a familiar name Zoho Invoice for free invoicing with a mini-CRM Square for in-person sales Bookipi for a simple invoicing solution Paymo for time-based invoicing What makes the best free billing software? As I tested, I considered: Value of the free plan.

consulting

The Zapier Blog

JUNE 17, 2025

You can use Zapier's pre-built simple CRM template or sales CRM template to optimize your sales process with an elegant and personalized CRM tool that fits your business needs. It acts as a central hub designed to track contacts, manage sales pipelines , automate communication, and improve customer service.

real estate

The Zapier Blog

JUNE 19, 2025

If you receive lots of incoming calls for sales and/or support, call routing can handle this intelligently. These intelligence features can help managers and business owners train reps on support and sales calls and can be used to help improve their performance. Go to All Calls , click Keyword , and type in your query.

mix-use

The Zapier Blog

JUNE 25, 2025

month (billed annually); Business plan from $12.36/profile/month user/month (billed annually) LinkedIn Sales Navigator Advanced prospecting Connections filter helps identify shared contacts Paid plans from $99.99/month month (billed annually); Business plan from $12.36/profile/month

strategy

The Zapier Blog

JULY 10, 2025

Creators can upload their own videos, tag your products, and earn commission when they make a TikTok sale. Consider AI to speed up production Planning, scripting, editing, uploading, promoting—there's a lot that goes into creating a single video. For example, you can automatically create video scripts from blog posts with ChatGPT.

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The Zapier Blog

JULY 28, 2025

Talk to anyone in sales, and they'll tell you the same thing: the goalpost is constantly moving. Streamline sales with AI and automation Learn how That's what makes sales performance so tricky. Streamline sales with AI and automation Learn how That's what makes sales performance so tricky.

strategy

The Zapier Blog

JULY 10, 2025

." This gave me pause for a few minutes, but it got me thinking about the kind of lawsuit that prompted lawyers to include an otherwise obvious warning on the box and the kind of crisis communication plan that came to exist in the aftermath. Table of contents: What is a communication plan? on an ironing board, not a body.

strategy

The Zapier Blog

JULY 27, 2025

Cost per like/comment CPA $5-$75+ Cost per conversion (like a sale or sign-up) ROAS 2:1-4:1 How much you make vs. spend Note: These vary a lot by industry. Competition and seasonality: These are wild cards that can make your carefully planned budget explode like the batch of cupcakes I accidentally broiled (RIP to my smoke detector).

strategy

The Zapier Blog

JUNE 18, 2025

Plan for these exceptions to avoid broken processes later. Make sure your automation plans align with internal security policies and external regulations (like SOC 2 or GDPR). Here are a few Zap templates to get you started: But the process is rarely that simple. Consider edge cases and unexpected variables. Who has access?

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The Zapier Blog

JUNE 26, 2025

Connect your project management software to your other apps Make your job easier In the business world, this same kind of boundary-slipping shows up as scope creep—when a project quietly expands beyond the original plan, often without additional resources, timelines, or support. Here's a template you can use to get started.

strategy

The Zapier Blog

JULY 10, 2025

While pre-designed templates have long existed as a way to make the web design process less painful, the real paradigm shifts have come from recent advances in AI. Design & templates ⭐⭐⭐⭐ With 2,000+ templates, it's easy to find what you need, and the quality of Wix's designs are improving fast.

media

The Zapier Blog

JULY 8, 2025

The New Recording trigger works on cloud recordings, which are available on Zoom's paid plans. You can create your own Zap from scratch without any coding knowledge, but we also offer quick templates to get you started. If you'd like to start with a template, click on it below, and you'll be taken to the Zap editor.

coworking

The Zapier Blog

JUNE 12, 2025

Additionally, AI can offer insights into customer behavior, predict sales trends, and even recommend the next best action for agents. Beyond calls, FUB is a powerhouse for managing leads and emails, allowing you to track conversations, create drip campaigns , and use templates to communicate more efficiently.

real estate

The Zapier Blog

JULY 9, 2025

Connect your project management software to your other apps Make your job easier That's what project management templates are to project managers: replicable systems of organization that keep everything efficiently structured. Table of contents: What are project management templates?

construction

The Zapier Blog

JULY 23, 2025

If you're not on a corporate plan—for example, if you're a knowledge worker who pays for your own Microsoft 365 plan, like I am—you get access to 60 AI credits per month as part of your subscription. You could start with a template, but Copilot makes templates much less necessary.

coworking

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?

media

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?

media

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?

media

AsiaTechDaily

MARCH 6, 2023

Korean startup Noutecompany has launched a web-based C2C digital stationery platform called WeBudding , which offers a range of templates for digital diaries, notepads, letters, planners, and stickers. Do you have any plans for future funding rounds?

collaboration

David Teten VC

DECEMBER 3, 2019

I previously posted a detailed presentation with sales technology tools useful for B2B sales. Members of GSV Passport™ , an online entrepreneur community, have access to “100+ mentors, 450+ investors from all over the globe, hundreds of templates and guides, and $450K in free and discounted services from our 50+ preferred partners.”

technology

David Teten VC

DECEMBER 4, 2019

I previously posted a detailed presentation with sales technology tools useful for B2B sales. is an automated sales assistant which leverages a wide range of data signals to help managers identify new allocations and relationships. 4) Originate investments. If you ain’t sourcing on Fortnite you’re missing out.”

technology

Reforge

OCTOBER 20, 2022

In this blog post we’re going to make the case for why and how you’ll be able to move your business forward with big experiments. In scenario 1 we lose a few sales from cutting our advertising budgets temporarily. You can see these calculations in this template: Big Bet Calculator. The process works like this: 1.

frameworks

Startup Grind

AUGUST 16, 2018

With pre-sales, you can reduce the financial risk of your business and generate revenue. To save your time and resources, you can use video maker tools which offer ready-made video templates. Start by finding media outlets or blogs relevant to your business and add them to a list. What Can You Get From a Crowdfunding Campaign?

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