Course Outline

Introduction to Zapier and Workflow Automation

  • Understanding workflow automation and its business benefits
  • Overview of Zapier and its key functionalities
  • Exploring Zapier integrations with popular business apps

Building Your First Zap

  • Creating and configuring a simple Zap
  • Using triggers, actions, and filters effectively
  • Testing and activating workflows

Advanced Zapier Features

  • Using multi-step Zaps for complex workflows
  • Incorporating conditional logic with Paths
  • Optimizing automation with built-in Zapier apps (Formatter, Webhooks, etc.)

Integrating Zapier with Business Applications

  • Automating marketing tasks (email campaigns, social media scheduling)
  • Enhancing team collaboration with applications like Slack, Trello, and Google Workspace
  • Streamlining sales and CRM workflows

Optimizing and Troubleshooting Zaps

  • Monitoring Zap performance and error handling
  • Debugging failed Zaps and resolving common issues
  • Ensuring data security and compliance in automation

Scaling Automation for Business Growth

  • Designing scalable workflow automation strategies
  • Managing multiple Zaps efficiently
  • Best practices for enterprise-wide automation

Summary and Next Steps

Requirements

  • Basic understanding of business processes and workflow automation
  • Familiarity with cloud-based applications and web tools

Audience

  • Operations managers looking to streamline workflows
  • Marketers automating repetitive tasks
  • Small business owners improving productivity with automation
 14 Hours

Delivery Options

Private Group Training

Our identity is rooted in delivering exactly what our clients need.

  • Pre-course call with your trainer
  • Customisation of the learning experience to achieve your goals -
    • Bespoke outlines
    • Practical hands-on exercises containing data / scenarios recognisable to the learners
  • Training scheduled on a date of your choice
  • Delivered online, onsite/classroom or hybrid by experts sharing real world experience

Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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