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...