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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GenAI for Sales Ops: Automating Workflow Efficiency
This course is part of Generative AI for Sales Specialization
Instructors: Valeriya Pilkevich
Included with
Gain insight into a topic and learn the fundamentals.
Intermediate level
Recommended experience
4 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.
Skills you'll gain
- Workflow Management
- Business Process Management
- Sales Development
- Lead Generation
- Sales Process
- Automation
- Generative AI Agents
- Business Process Automation
- Customer Relationship Management (CRM) Software
- Sales Strategy
- Customer Relationship Management
- Data Management
- Sales Management
- HubSpot CRM
- Data Entry
- Operational Efficiency
- Sales
- Process Analysis
Details to know
Shareable certificate
Add to your LinkedIn profile
Taught in English
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
This course is part of the Generative AI for Sales Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
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 videos5 readings5 assignments1 peer review
Earn a career certificate
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