This course is your practical, no-fluff guide to automating sales workflows with Zapier, Zapier Agents, and HubSpot CRM. You’ll start by mastering GenAI fundamentals, then dive into real-world automation strategies for data entry, contact management, and AI-powered lead enrichment. By the time we’re done, you’ll have built working automation systems that cut manual tasks by 50% and ensure 90% follow-up consistency.
GenAI for Sales Ops: Automating Workflow Efficiency
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Gain insight into a topic and learn the fundamentals.
Intermediate level
Recommended experience
2 hours to complete
Flexible schedule
Learn at your own pace
What you'll learn
Evaluate CRM integrations (like form-to-CRM, email to CRM, data sync, etc.) for workflow optimization.
Analyze operational bottlenecks and implement GenAI solutions.
Build automation workflows using Zapier.
Implement GenAI-powered automation using Zapier Agents.
Details to know
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Recently updated!
March 2025
Assessments
1 assignment
Taught in English
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There is 1 module in this course
In this course, you’ll explore the fundamentals of GenAI-powered sales automation and its real-world applications in streamlining workflows. Through hands-on experience with tools like Zapier, Zapier Agents, and HubSpot CRM, you’ll learn to automate data entry, optimize contact management, and enhance lead enrichment. You’ll also evaluate AI-driven strategies to improve efficiency, reduce manual workload, and drive sales performance, ensuring seamless and scalable operations.
What's included
10 videos7 readings1 assignment1 peer review2 discussion prompts
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