Where to start with automating your sales processes with Zapier

It is always good to do some pre-work before you start automating your processes. In Chapter 2, Preparing to Automate Your Processes, and Chapter 3, Building Your First Automated Workflow (Zap), we covered a few important points that will help you when you are strategizing your sales workflows, and these are as follows:

• Map out your sales processes: If you don't have a clear idea of how your sales processes work with all your tools, follow the steps in the Simplifying your processes and assessing what can be automated section in Chapter 2, Preparing to Automate Your Processes, to visually map out your processes so that you have a high-level overview of how your tasks work with your existing software.
• List your sales tools: Make a list of all the sales tools and services that you use in your business to achieve your goals. Then, assess how these tools fit within your mapped-out processes. You will then...