From social media to your CRM


Improve your lead management with automation

By Jack Beaudoin

Inexpensive, powerful apps have made lead generation—once the exclusive domain of Fortune 500 enterprises—available to even the smallest business. But while acquiring vast quantities of leads has become simple, managing them is anything but.

A comprehensive lead management program may require development resources to keep social media, conventional media, offline call centers and other data sources connected to your CRM (customer relationship manager). Even then, it can be hard to understand which sources are working and which are generating junk. And worst of all, manual processes can lock up the best leads for days, waiting for someone to start the process of moving them where they need to be.

We hear from advertisers all time that speed to contacting leads is critically important,” says Reid Robinson, senior strategic alliances manager at Zapier, citing data from the company’s 2021 State of Business Automation report. They know tracking leads in the right place is important. And they know that if they don’t automate, it takes a lot of time and they can sometimes forget about important leads.” Read more

Published in on the Zapier Blog. Download the PDF

About Zapier

Zapier empowers you to automate your work across 5,000+ apps — so you can move forward, faster. The Zapier blog delivers the Web’s best productivity tips straight to your inbox.

Up next Building Zaps for others 9 Things You Never Thought About Automating
Latest posts A New Gig Building an Integrated Writing Environment 5 ways to simplify business processes with Typeform Five Ways to Automate Calendly New Feature in Northern Woodlands Widening the Circle Automation for lead nurture and lead management Letter To The Editor On COVID-19 COVID demands systemic health care changes Creating an active and engaged community with automation 9 Things You Never Thought About Automating From social media to your CRM Building Zaps for others Productivity hacks for your calendar, to-do list, and more Old Mother West Wind, Laughing Brook, and the Stories that Inspired Generations This simple but powerful analog method will rocket your productivity Atomic Notes Time to start a U.S. Health Corps Advancing your clinical blood transfusion workflows Multiplying the Value of Wearables and Patient-Generated Health Data Leveraging Analytics to Drive Population Health Automating workflows Data Analytics 3 key questions for pop health success Clinical Optimization Protecting the End Points Beyond meaningful use Optimizing your EHR investments Modernizing care management Ending the debate on EMR effectiveness More kith than kin? For-profit and not-for-profit hospitals