You're reading from Automate It with Zapier and Generative AI - Second Edition

Product typeBook

Published inAug 2023

PublisherPackt

ISBN-139781803239842

Edition2nd Edition

Tools

Zapier

Concepts

Workflow Automation

Author (1)

Kelly Goss

Automating lead management processes with CRM integrations, illustrated with the Pipedrive integration

As we’ve seen so far in this chapter, there are so many different sales tools that connect with Zapier and allow you to automate your sales processes. We specifically covered automating lead management processes and noted that there is a range of CRMs that integrate with Zapier. To further illustrate what the possibilities are, we’re now going to focus on one of Zapier’s most popular sales app integrations, which is Pipedrive.

This section will mostly help Pipedrive users who are considering automating their processes with Zapier to understand the options available to them. However, if you’re not a Pipedrive user, this section will still be helpful for you as many similarities exist in the Zapier integrations with other well-known CRM tools such as Salesforce and HubSpot, where the integrations are just as comprehensive and, in some cases, more extensive...

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Automate It with Zapier and Generative AI - Second Edition

Published in: Aug 2023Publisher: PacktISBN-13: 9781803239842

Author (1)

Kelly Goss

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.
Read more about Kelly Goss

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You're reading from Automate It with Zapier and Generative AI - Second Edition

Automating lead management processes with CRM integrations, illustrated with the Pipedrive integration

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