GenAI for Sales Ops: Automating Workflow Efficiency

About This Course

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. This course is designed for sales professionals, operations managers, small business owners, and business analysts who want to enhance their sales operations with AI-driven automation. Whether you're looking to streamline workflows, improve CRM efficiency, or reduce manual tasks, this course will provide practical strategies and hands-on experience to help you stay ahead in a competitive sales landscape. To get the most out of this course, learners should have a basic understanding of sales operations and be familiar with CRM systems like HubSpot or Salesforce. An interest in AI and automation technologies is essential, along with a foundational knowledge of generative AI—such as experience using ChatGPT—to grasp AI-driven automation concepts effectively. By the end of this course, learners will be able to evaluate and optimize CRM integrations, such as form-to-CRM and data synchronization, to enhance workflow efficiency. They will analyze operational bottlenecks and apply GenAI-powered solutions to streamline sales processes. Additionally, learners will gain hands-on experience building automation workflows using Zapier and implementing AI-driven automation with Zapier Agents, empowering them to transform sales operations with cutting-edge technology.

Instructor

Valeriya Pilkevich