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#14 - The CRM Deep-Dive Mastermind (Copper CRM vs. HubSpot CRM)

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.
On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott
efficient.app/post/14-the-crm-deep-dive-mastermind
Video

Leave A Review | Efficient App

Happy with efficient app? Leave us a review!
And hey, if you believe that we are indeed Copper automation experts, copy/pasting that review to our Zapier Experts review page as well would be incredible.
efficient.app/review
Video

Efficient App | Find & Integrate Your Software Stack

We've been evaluating and integrating software for the past decade.Tell us your needs—we'll give you your stack.Then let us automate the rest.
We're software experts. so that you don't have to be. We've been evaluating and integrating. software. for the past decade.
efficient.app/
Video

Integration: Copper + Xero

Copper + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. CRM. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/copper-xero
Video

Integration: HubSpot + QuickBooks Online (QBO)

HubSpot + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. CRM. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/hubspot-quickbooks
Video

Integration: HubSpot + Xero

HubSpot + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. CRM. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/hubspot-xero
Video

Integration: Airtable + Xero

Airtable + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. Database. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/airtable-xero
Video

Integration: Salesforce + Xero

Salesforce + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. CRM. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/salesforce-xero
Video

Integration: Salesforce + QuickBooks Online (QBO)

Salesforce + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. CRM. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/salesforce-quickbooks-online
Video

Integration: Airtable + QuickBooks Online (QBO)

Airtable + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. Database. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/airtable-quickbooks
Video

Integration: Pipedrive + QuickBooks Online (QBO)

Pipedrive + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. CRM. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/pipedrive-quickbooks
Video

Integration: Pipedrive + Xero

Pipedrive + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. CRM. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/pipedrive-xero
Video

Integration: Copper + QuickBooks Online (QBO)

Copper + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again
Automate Invoice Creation & Keep Contacts In-Sync. Learn More. Inspire me. CRM. Accounting + Billing. it's time. get rid of your out-of-date. manual.
efficient.app/integrations/copper-quickbooks
Video

Copper CRM: Setup (Done-for-you Implementation)

Done-for-you Copper CRM setup and implementation for your team. Ready to take Copper CRM to the next level? For those who would like to save time and fast-track their CRM implementation.
We're Copper experts. so that you don't. have to be. Copper is a powerful CRM and their Gmail integration is unmatched.
efficient.app/copper-setup
Video

Guest Podcast: Discussion About Automation With Asana Certified Pro Alex Bass (Minimalist Work)

I had a discussion with Alex Bass about Automation. We talked about Zapier, Asana, automation, delegation, data leak... Alex is a Copper expert, Zapier certified pro, Asana certified pro. He knows a lot and that was a great discussion!
Alex is a Copper expert, Zapier certified pro, Asana certified pro. He knows a lot and that was a great discussion! Subscribe For New. Content on YouTube.
efficient.app/post/guest-podcast-discussion-about-automation-with-asana-certified-pro-alex-bass-minimalist-work
Video

Integration: Airtable + Loops

Airtable + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Airtable & Ensure contacts in your lists get the perfect email at the time it's intended
Ensure contacts in your lists get the perfect email at the time it's intended.
efficient.app/integrations/airtable-loops
Video

Integration: Pipedrive + Ironclad

Pipedrive + Ironclad Integration—Automatically create and send secure contracts straight from Pipedrive & Save time, reduce friction, and deliver secure contracts from Pipedrive effortlessly
Save time, reduce friction, and deliver secure contracts from Pipedrive effortlessly. Automatically create and send secure contracts straight from Pipedrive.
efficient.app/integrations/pipedrive-ironclad
Video

Integration: Salesforce + Ironclad

Salesforce + Ironclad Integration—Automatically create and send secure contracts straight from Salesforce & Save time, reduce friction, and deliver secure contracts from Salesforce effortlessly
Save time, reduce friction, and deliver secure contracts from Salesforce effortlessly. Automatically create and send secure contracts straight from Salesforce.
efficient.app/integrations/salesforce-ironclad
Video

Zapier (Automation + Tooling) App - Automation & Integration

Zapier (Automation + Tooling)—check out our unfiltered thoughts on Zapier and see what you can integrate/automate with Zapier. Along with posts, videos, case studies, promo codes, and related apps.
Free starter tier to get 100 tasks/mo + we are partners (Certified Zapier Experts), so if you use the link above to visit the site and then let their team know that
efficient.app/apps/zapier

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