Automating Your Sales Processes

Now that we’ve covered how to automate marketing processes with Zapier, the next important business function to explore is the sales cycle and how to automate its processes. Sales, of course, is one of the most important business functions. Once your marketing processes are working on autopilot to push new leads your way, you will need an efficient way of converting them into sales. No sales means no revenue, and a business without revenue will not survive long at all. Therefore, having a streamlined and automated sales process will most definitely help ensure business success.

In this chapter, we will discuss the different types of sales processes that can be automated with Zapier, and we will provide examples of workflows used with some common sales applications. First, we will give an overview of the types of sales processes that can be automated with Zapier, such as data collection, appointment scheduling, lead capture and management, getting...