Features Of Zapier CRM Add-Ons

Features Of Zapier CRM Add-Ons
3 min read

What Does the Zapier Integration Do?

Zapier enables Simple Systems CRM to integrate with over 1,000 cloud-based systems. Below, we’ve highlighted popular third-party applications in critical categories to provide you with ideas.

Management CRM Add-ons

If you use other management software, aside from the crm modules, you can use Zapier to integrate those applications with Really Simple Systems and store all your data in one place.

Some of the most popular management CRM add-ons Zapier offers include:
Slack: this allows your team to come together and collaborate, put important information with the right people, and keep your data when and where you need it.

Accounting CRM Add-ons

When a customer contacts, you want to have the information about their financial status at the ready.
Simple Systems has native integrations with android crm , Kashflow, and Sage Business Cloud accounting applications. If you use different accounting software, you can integrate the application to work with our CRM software, thanks to Zapier.

E-Mail Marketing CRM Add-ons

If you’re regularly sending bulk emails, our CRM’s integrated marketing tool gives you a sophisticated and powerful tool. It allows you to send thousands of emails at a time and post the results back into your CRM accounts.
We are constantly improving the tool and implementing additional features. Our Web Forms feature lets you create a form on your website to capture new contacts and automatically add them to the CRM.
 
Suppose you want to use your existing email system, such as Mailchimp, with Zapier integration. In that case, you can create a Zap that automatically passes your contacts’ email addresses to the marketing system. Other popular marketing add-ons include:

Get emails with Facebook Ad Leads: Zapier can alert you with any new Facebook lead submissions, so you don’t have to check yourself – just set up a Facebook Lead Ads-Zapier Email integration.
 
Email SurveyMonkey responses: SurveyMonkey is often a business’s go-to for collecting feedback. With this Zapier integration, you can easily send SurveyMonkey responses to the email address of your choice using our CRM system.

Project Management CRM Add-ons

For most industries, each project brings in numerous tasks. When you land a new project, you want the ability to coordinate departments, add collaborators and automate tasks in an easy-to-view timeline.
Zapier allows the CRM system to work with your favorite project management applications.
 
Telephony CRM Add-ons

Imagine if when you get a call, the person’s account pops up on your screen with all their activity history, or you have the option to call them straight from the zapier module integration. With Zapier, you can integrate your Really Simple Systems CRM with your phone system.
 
Many of today’s phone systems are cloud-based, which has made this type of integration much easier, and Zapier facilitates this. Some of the most popular telephony add-ons are:
Dialpad: is a cloud-based phone system that powers voice, video, and messages from a single platform. It also offers online conferencing and call center software.

Last Word 


this unifies voice, video, team messaging, collaboration, and many other contact solutions. It focuses on the many integrations to bring everything under one Identify if a CRM is Right for Your Business.
 
This focuses on handling calls on the go with desktop and mobile apps. It uses an intuitive dashboard to make getting started quick and easy.

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