zapier

  • Avoiding Double Entry in Your Act CRM or Zoho CRM

    ·

    Karen

    I field a lot of calls about various aspects of CRM; I have yet to receive a call from a CRM user asking to add more work into their schedule. I am, however, asked for just the opposite: “How do I Avoid Doing Double Entry between my CRM and other applications that I use?” Typically,…

    Read More

  • Snappier with Zapier: Using the Act web api

    ·

    Karen

    Using Zapier to import data into Act! is an easy-to-set up method for adding information into Act! from your various other business sources.  Zapier does this by performing ‘zaps’ that automatically collect useful data from commonly used applications such as PayPal, Woofu, and Slack and transferring that data into your Act! v18.1database. The most obvious…

    Read More