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Introduction
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Follow up to convert leads
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Provide customer support
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Encourage loyalty through feedback and promos
- Course Completion
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Course complete! How did it go?
Automate Converting Leads
Close the loop on your pipeline by automating conversions and customer loyalty.
-- This course is closed for registration and has moved. Find the new version here. --
This is course 3 of our Complete Guide to Lead Management learning path. You'll learn how to automate the conversion and loyalty sections of your sales pipeline, to ultimately help you manage your customers more efficiently.
Duration: 2-3 hours
What we'll cover:
- How to automate following up on leads that have been nurtured through your pipeline but haven't yet converted
- How to build your pipeline so that any leads you convert into customers will be automatically reflected in your CRM
- How to automate the operations of your customer support
- How to automatically encourage loyalty and repeat customer purchases through feedback surveys and discount codes
Who is this course for? You work in sales or marketing — or you're business owner — and you're looking to implement a custom system that will reduce the time you spend trying to convert leads into customers. You'll use the knowledge gained in this course to build your own tool stack, changing out tools and workflows to best suit your budget and use-case. If you're completely new to Zapier and/or automation, we recommend getting to grips with Zapier basics before taking this course.