One Step Closer to Having All Your Sales Data in One Place

Feb 6, 2023 9:55:38 AM / by Rachel Sprenkle


We know that it can be frustrating to keep track of data from multiple third-party vendors that you use to facilitate the business of selling.  The constant switching between platforms to track activity, send proposals, and monitor inventory changes can create a disjointed experience that detracts from the bottom line.

This is a pain point for our clients that we want to tackle and a big first step towards that is our integration with Zapier for ShareBuilder CRM.

If you're not familiar with Zapier, it is a tool that allows for thousands of applications to be connected.  ShareBuilder integration with Zapier allows our clients to take advantage of those connections and see all of their data in one place: ShareBuilder CRM. The possibilities are endless, but some of the first integrations we’ve tested will help your team get a complete picture of their day-to-day business.  Here are some examples:

Email: Do you use a third-party email service like Mail Chimp or Constant Contact to send marketing emails to your clients? We can connect to that service through Zapier to instantly create an Activity record when those emails are sent. This will give you a more complete picture of your client interactions when viewing Activity in ShareBuilder CRM.

Lead Management: Streamline lead management with ease. With Zapier, you can import leads generated in HubSpot or another system directly into ShareBuilder CRM, giving your team a comprehensive picture of their entire business portfolio.

Appointment Setting: Automate your appointment setting process. Connect your appointment setting app, such as Calendly, to ShareBuilder CRM with a Zap, and never miss a beat when a new appointment is booked.

As mentioned, the possibilities are truly endless, and if you have data stored in another system that you would like to see reflected in ShareBuilder CRM, we’re here to help. Contact us today to learn more about how we can use Zapier to get the job done.

Tags: Features and Updates, CRM

Rachel Sprenkle

Written by Rachel Sprenkle

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