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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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Chapter 21 – Automating Your Sales Processes

  1. There are many different sales processes that can be automated with Zapier. If you use one or more cloud-based sales applications that integrate with Zapier, you will be able to automate processes that involve these applications. A few examples are as follows:
    • Data collection processes with forms
    • Appointment booking and scheduling processes
    • Lead management processes
    • Contract, proposal, and digital signature collection processes
    • E-commerce processes
  2. There are many scheduling apps that integrate with Zapier, which you can find details of at https://zapier.com/apps/categories/scheduling. Using scheduling apps that integrate with Zapier will allow you to automate this part of your sales process.
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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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