Role-Based Programme
RB0765

Zapier for Marketing

Advanced Campaign Automation, Lead Journeys & AI-Assisted Marketing Operations

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

Programme Objectives

  • Develop functional proficiency in using Zapier to automate marketing operations, campaign execution, lead journeys, and follow-up workflows.
  • Build connected workflows across forms, CRM systems, email platforms, spreadsheets, marketing applications, and internal teams.
  • Automate lead capture, enrichment, segmentation, qualification inputs, campaign routing, and lifecycle communication.
  • Apply AI by Zapier for classification, summarisation, structured extraction, campaign analysis, and intelligent workflow steps.
  • Design reliable marketing workflows with human review, conditional logic, exception handling, data-quality checks, and governance.

Tools covered

ZapierMulti-Step ZapsFiltersPathsScheduleWebhooksZapier FormsZapier TablesAI by ZapierCRM IntegrationsEmail & Messaging IntegrationsWorkflow Monitoring

Who should attend

  • Marketing Managers
  • Digital Marketing Managers
  • Marketing Operations Professionals
  • Campaign Managers
  • Demand Generation Professionals
  • Growth Marketing Professionals
  • CRM & Lifecycle Marketing Professionals
  • Performance Marketing Professionals
  • Content Marketing Professionals
  • Lead Generation Professionals
  • Marketing Analysts
  • Marketing Automation Specialists

Prerequisites & Participant Readiness

  • Basic understanding of digital marketing and campaign processes
  • Familiarity with leads, CRM, email marketing, forms, or customer journeys
  • Basic experience with spreadsheets and marketing data
  • Basic awareness of workflow automation concepts is helpful
  • No programming knowledge required
  • No previous Zapier course is required

TOC Modules

Concepts
  • Understanding multi-step Zaps, triggers, actions, workflow data, and executions
  • Mapping Zapier capabilities to marketing operations and campaign workflows
  • Identifying repetitive marketing activities suitable for automation
  • Distinguishing deterministic automation from AI-assisted processing
Practical activities
  • Exploring the Zapier workflow builder
  • Building a multi-step marketing automation
  • Testing data movement across connected applications

Scenarios

Campaign Lead to Qualified Sales Handoff

Campaign Response → Zapier Intake → Validation & Enrichment → AI Classification → Segmentation → CRM Update → Marketing Review → Sales Handoff

Participants build a workflow that processes campaign leads, enriches and segments them, uses AI-assisted analysis, and routes validated high-value opportunities to the appropriate sales team.

Webinar to Automated Nurture Journey

Registration → Attendance & Engagement → Audience Classification → Conditional Paths → Personalised Follow-Up → CRM Update → Campaign Reporting

Participants create an automated webinar workflow that manages participant data, separates follow-up journeys based on engagement, updates CRM information, and supports ongoing campaign measurement.

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Instructor-ledVirtualHybrid

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