Automating Sales Tasks with Zapier

Offered By
Coursera Project Network
In this Guided Project, you will:

Create a Zap with Google Forms

Create a Zap with Trello

Create a Welcome Email with Zap

Clock2 hours
IntermediateIntermediate
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

This project gives you easy access to time-saving tools used by entrepreneurs, business administrators, and department leaders. We’ll learn about how to use a tool called Zapier to automate a common business activity, responding to a new subscription on a website, and sharing the information with other departments. By the end of this project, you can use Zapier to automate a variety of tasks that will reduce errors and save you time. Saving you time at work will free up your time to devote to other interests. If you’re already using Zapier you may find new apps to connect and tasks to automate. If you’re struggling, you’ll see solutions and tips that can make things easier. If you want more time in your life this project will help serve as your guide. Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

Skills you will develop

managing a sales processinterdepartmental communicationsAutomating Sales TasksConnecting online platformsOperations Management

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Register for Your Free Zapier account

  2. Create a Zap with Google Forms

  3. Create a Zap with Trello

  4. Create a Zap to Update Financial Records

  5. Create a Zap to Automatically Send a Welcome Email

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently asked questions

Frequently Asked Questions

More questions? Visit the Learner Help Center.