Automate Getting New Leads Into Your Pipeline

Build the initial framework for your automated sales pipeline, specifically for new leads.

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About this course

-- This course is closed for registration and has moved. Find the new version here. --

This course — part 1 of our Complete Guide to Lead Management learning path — will show you how to start building the initial framework for an end-to-end automated sales pipeline, to ultimately help you manage leads more efficiently. You'll learn how to automate getting new leads into your pipeline, so you never miss new inquiries.

Duration: 1-2 hours

What we'll cover:

  • About landing pages & email capture forms
  • How to build a landing page
  • How to add email capture to a landing page
  • How to create a CRM to track leads
  • How to create a Zap in Zapier that, when a new lead comes in, automatically populates your CRM, emails new leads, and sends internal Slack messages

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 help you drive leads to your business automatically. 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.

 

Curriculum

  • Introduction
  • About landing pages & email capture forms
  • Build your landing page
  • Add email capture
  • Create a CRM to track leads
  • Add Zapier automations
  • Course Completion
  • Course complete! How did it go?

About this course

-- This course is closed for registration and has moved. Find the new version here. --

This course — part 1 of our Complete Guide to Lead Management learning path — will show you how to start building the initial framework for an end-to-end automated sales pipeline, to ultimately help you manage leads more efficiently. You'll learn how to automate getting new leads into your pipeline, so you never miss new inquiries.

Duration: 1-2 hours

What we'll cover:

  • About landing pages & email capture forms
  • How to build a landing page
  • How to add email capture to a landing page
  • How to create a CRM to track leads
  • How to create a Zap in Zapier that, when a new lead comes in, automatically populates your CRM, emails new leads, and sends internal Slack messages

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 help you drive leads to your business automatically. 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.

 

Curriculum

  • Introduction
  • About landing pages & email capture forms
  • Build your landing page
  • Add email capture
  • Create a CRM to track leads
  • Add Zapier automations
  • Course Completion
  • Course complete! How did it go?