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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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Public Training
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