Chapter 21 – Automating Your Sales Processes
- 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
- 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.
