CRM automation guide

The text discusses the importance of data in customer relationship management (CRM) tools and how to efficiently get that data into your CRM using automation. The author introduces Zapier, a workflow automation software that allows users to build and automate anything they can imagine by combining user interfaces, data tables, and logic with thousands of apps. Various examples are provided on how to use Zapier to automate tasks such as adding leads from ads, creating deals or contacts, turning calendar events into deals or leads, and capturing data from forms, spreadsheets, webhooks, and other sources. The article emphasizes the need for a single source of truth in CRM data and suggests using automation within the CRM to continue updating leads as they are worked with.