by Kelly Goss | Dec 11, 2023 | Process Improvement, Workflow, Zapier, Zapier Demo Videos
A process map is a visual representation of a workflow; they’re useful for helping you identify issues and areas of improvement in your procedures. Process mapping also allows you to share and teach procedures across an organisation. Our previous post goes into...
by Kelly Goss | Nov 2, 2020 | Pipedrive, Zapier, Zapier Demo Videos
When you need to create and send a bespoke sales proposal PDF from your CRM, you can either shell out for software that will do it for you, do it completely manually or let Zapier do it for you. Automating this task is really simple and will save time, money, and...
