This course is your practical, no-fluff guide to automating sales workflows with Zapier, Zapier Agents, and HubSpot CRM. You鈥檒l 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鈥檙e done, you鈥檒l have built working automation systems that cut manual tasks by 50% and ensure 90% follow-up consistency.



GenAI for Sales Ops: Automating Workflow Efficiency


Instructors: Valeriya Pilkevich
Access provided by New York State Department of Labor
Recommended experience
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
- Generative AI Agents
- Lead Generation
- Data Management
- Sales
- Operational Efficiency
- Sales Strategy
- Sales Process
- HubSpot CRM
- Data Entry
- Customer Relationship Management (CRM) Software
- Workflow Management
- Process Analysis
- Business Process Automation
- Business Workflow Analysis
- Customer Relationship Management
- Sales Management
- Automation
Details to know

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1 assignment
March 2025
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There is 1 module in this course
In this course, you鈥檒l 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鈥檒l learn to automate data entry, optimize contact management, and enhance lead enrichment. You鈥檒l 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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