Role-Based Programme
RB0762

Zapier for Sales & Business Development

Advanced Lead Automation, Pipeline Workflows & AI-Assisted Revenue Operations

IMAGE REQUIRED
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in automating lead generation, qualification, routing, follow-ups, opportunity management, and sales operations using Zapier.
  • Connect CRM, forms, email, calendars, collaboration, prospecting, and business applications into integrated sales workflows.
  • Build reusable workflows for account research, meeting follow-through, pipeline monitoring, proposal coordination, and sales reporting.
  • Apply AI-assisted processing to prospect information, discovery notes, lead intelligence, and sales communication preparation.
  • Implement validation, exception handling, approvals, privacy controls, and human ownership across automated sales processes.

Tools covered

Zapier ZapsZapier FormsZapier TablesTriggers & ActionsFiltersPathsFormatterLoopingSchedule & DelayWebhooksAI by ZapierHuman-in-the-Loop Controls

Who should attend

  • Sales Managers
  • Business Development Managers
  • Sales Executives
  • Business Development Executives
  • Enterprise Sales Professionals
  • Account Managers
  • Key Account Managers
  • Inside Sales Professionals
  • Sales Development Representatives
  • Business Development Representatives
  • Sales Operations Professionals
  • Revenue Operations Professionals
  • Pre-Sales Professionals
  • Sales Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales, prospecting, lead management, or business-development workflows
  • Familiarity with CRM, pipeline stages, opportunities, and customer follow-ups
  • Basic awareness of forms, email, calendars, spreadsheets, or collaboration platforms
  • Basic understanding of workflow logic is helpful
  • No programming expertise required
  • No previous Zapier training required

TOC Modules

Concepts
  • Understanding Zaps, triggers, actions, connected applications, and workflow executions
  • Identifying repetitive sales and business-development activities suitable for automation
  • Understanding event-driven, scheduled, and data-triggered sales workflows
Practical activities
  • Mapping a manual prospect-to-opportunity process into Zapier
  • Building and testing a multi-step sales automation

Scenarios

Prospect Signal to Qualified Opportunity

Lead / Account Signal → Zapier → Data Validation → AI-Assisted Account Brief → Qualification → Priority → CRM Update → Sales Owner → Outreach → Follow-Up

Participants build an integrated prospecting workflow that converts incoming lead and account information into structured sales opportunities while retaining human ownership of qualification and customer engagement.

Discovery Meeting to Proposal Progression

Customer Discovery → Notes / Inputs → Zapier → AI-Assisted Summary → Needs & Actions → CRM Update → Proposal Tasks → Internal Approvals → Pipeline Update → Follow-Up

Participants automate repetitive post-discovery coordination while keeping solution design, pricing, negotiation, and final customer decisions with responsible sales and pre-sales professionals.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.