Zapier for Marketing Automation

• Basic understanding of digital marketing concepts
• Experience using common marketing tools such as email marketing and CRM systems
• Familiarity with automation concepts is beneficial but not required

Audience

• Digital marketers
• Sales teams
• Growth hackers

Zapier is a powerful automation tool that connects different applications and streamlines workflows for marketers.

This instructor-led, live training (online or onsite) is aimed at intermediate-level marketers who wish to automate lead generation, email campaigns, and customer follow-ups using Zapier.

By the end of this training, participants will be able to:

• Understand Zapier’s role in marketing automation.
• Set up workflows to automate lead generation and nurturing.
• Integrate marketing tools such as CRMs, email platforms, and analytics tools.
• Optimize and troubleshoot automation workflows for maximum efficiency.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Marketing Automation with Zapier

• What is Zapier and how does it work?
• Understanding triggers, actions, and Zaps
• Benefits of automation in digital marketing

Setting Up Zapier for Lead Generation

• Capturing leads from web forms and social media
• Automating data entry into CRM systems
• Triggering follow-up emails and notifications

Integrating Zapier with Marketing Tools

• Connecting Zapier with email marketing platforms
• Automating social media posts and ads
• Syncing lead data across multiple applications

Automating Lead Nurturing Campaigns

• Personalized email sequences and auto-responders
• Segmenting leads and sending targeted content
• Using Zapier to update and track lead engagement

Analyzing and Optimizing Automation Workflows

• Monitoring Zap performance and troubleshooting errors
• Using Zapier filters and multi-step Zaps
• Best practices for scaling marketing automation

Advanced Zapier Strategies for Marketing Teams

• Integrating Zapier with analytics tools for insights
• Automating campaign reporting and performance tracking
• Case studies: Real-world marketing automation success stories

Summary and Next Steps