Company
Date Published
Author
Johannes Klupfel
Word count
1493
Language
English
Hacker News points
None

Summary

Here's a neutral, one-paragraph summary of the text: Cloud Clicks uses Zapier to manage their customer relationship management (CRM) platform by avoiding duplicate data entries. They utilize Zapier's conditional actions and search capabilities to check new contacts against existing categories in their CRM before creating a new record, thereby preventing duplicates. This process allows them to ensure that leads are treated as leads and customers are treated as customers, and it also enables them to tag leads with relevant information for greater impact. By implementing this workflow, Cloud Clicks can efficiently manage their contact lists, avoid wasting time on data duplication, and focus on engaging with the right people at the right time.