by Solvaa Content Team | Jun 5, 2023 | Case Studies, Workflow, Zapier
We love sharing customer automation success stories with you because it shows how other businesses are using Zapier, and how a sprinkle of Kelly’s wisdom can be a total game-changer. Summerley Recruitment is a busy recruitment agency which spends the winter months...
by Solvaa Content Team | Aug 16, 2021 | Pipedrive
Pipedrive is a powerful, user-friendly CRM (Client Relationship Management system) which focuses on improving the sales processes for businesses. It can help with the entire sales journey, organising calls, emails and sales activities across multiple devices and...
by Kelly Goss | Dec 14, 2020 | Process Improvement, Zapier, Zapier Demo Videos
If you use a form on your website for visitors to contact you then you will usually get their details emailed to you so that you can then respond. Whilst this works adequately as a lead notification system, what would be more useful is to save contact form...
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...
by Kelly Goss | Oct 19, 2020 | Pipedrive, Zapier, Zapier Demo Videos
Setting up a drip sequence of emails is super simple using Zapier and will save you a ton of time. You can trigger them when something key happens in your business, such as winning a new client. Having an automated drip of emails means that you’ll never worry about...
