5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Apr 15, 2021
‎Dec 22, 2022

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Question: I have a customer CRM base, and a Contacts table for all contacts. There are a handful of forms I’m using (hubspot, google forms, FB ads, etc) to collect new leads/contacts. Do you find it better/cleaner/more useful to Zapier that data dire...
Hi all, I’m building a CRM base. We offer multiple products with different pipeline journeys for each product. End goal is to be able to select/add a specific journey (pipeline) to a contact record (in a “pipelines” field of Table-1) and when a speci...
Hi all, Here’s where I’m trying to get: A business contacts CRM that is both a DB of all contacts, contact-specific files & links, and also has multiple “pipelines” for each contact. The core consideration is this: Contacts can originate from multipl...
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