Learn Zapier in 14 days
See how Ops professionals can use Zapier to orchestrate AI across their business.
Lesson 1
Get started with Zapier
Use AI to capture, organize and route your leads
Lesson 2
Automate sales attribution
Use AI to create a system for tracking which sales chats close deals
Lesson 3
Alert your reps when key accounts take action
Automate instane sales alerts, draft personalized follow-ups, and log actions in your CRM
Lesson 4
Automate your call prep with potential customers
Deliver personalized briefs with contact info, recent activity, and AI-generated talking points so your reps are prepared
Lesson 5
Set up automated closed deal alerts
Create a system for getting notified any time a new deal closes
Zap Tips
Intro to Zapier!
Discover how Zapier can transform your workflow by automating tasks across your apps. In this video, we’ll introduce you to Zapier’s powerful tools: Zaps, Tables, Interfaces, and Chatbots.
What Zapier can do
Learn how to set up workflows directly from your Zapier home, find automation ideas for specific apps, and discover the possibilities with your favorite tools.
Connect your favorite apps with Zapier
Having trouble getting started? Follow these simple steps to connect your favorite apps and start building your first Zap. You’ll be automating tasks and saving time in no time.
Automate with triggers and actions
Setting up triggers and actions will help automate your tasks and save you time. Triggers start your workflow automatically, and actions complete your tasks. Watch our demo to see how!
Master field mapping
Field mapping is like connecting the dots to make sure your data flows smoothly between apps. In this demo, we'll guide you through the process of mapping fields accurately so the right info lands in the right places.
