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You're reading from  Automate It with Zapier and Generative AI - Second Edition

Product typeBook
Published inAug 2023
PublisherPackt
ISBN-139781803239842
Edition2nd Edition
Tools
Zapier
Concepts
Workflow Automation
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Author (1)
Kelly Goss
Kelly Goss
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Kelly Goss

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.
Read more about Kelly Goss

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Summary

In this chapter, we discussed the different types of sales processes that can be automated with Zapier, and we explored some examples of workflows used with some common sales applications. First, we got an overview of the types of sales processes that can be automated with Zapier. Then, we covered where to start with automating sales processes with Zapier. Finally, we discussed how to automate contact management with the Pipedrive CRM integration.

You now know how to automate your sales processes with Zapier and specifically, with the Pipedrive CRM integration.

In the next chapter, you will learn how to automate your operations workflows. We will discuss some of the different types of operations processes and give working examples of how these processes can be automated using Zapier. We will also provide practical tips on how to solve problems related to operations workflows.

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Automate It with Zapier and Generative AI - Second Edition
Published in: Aug 2023Publisher: PacktISBN-13: 9781803239842
© 2023 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Kelly Goss

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.
Read more about Kelly Goss

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