CRM Automation & Workflows
Automate repetitive tasks and build intelligent workflows. Learn to create triggers, automated emails, task assignments, and approval processes.
Course Overview
Stop doing manually what your CRM can do automatically. This advanced course teaches you to build sophisticated automation that saves your team hours every week. From simple email reminders to complex multi-step workflows, you'll learn the patterns that work across industries. We share automation templates from our 200+ implementations. Perfect for CRM admins, operations managers, and power users.
What You'll Learn
- Workflow design principles
- Trigger-based automation
- Automated email sequences
- Task and activity automation
- Approval process configuration
- AI-powered automation (Enterprise)
Course Format
Duration
2-day workshop (12 hours)
Format
Live Online
Level
Advanced
Language
English
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