- Overview
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Introduction 1 min
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Create seamless systems with Interfaces, Tables, and Zaps 3 min
- Demo: Creating a Lead Management System with Tables, Interfaces and Zaps
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Build your CRM in Tables 3 min
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Build your lead capture form in Interfaces 4 min
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Automatically follow up with leads with Zaps 5 min
- Wrap up
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Wrap up 1 min
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Course complete! How did it go?
Automate getting new leads into your pipeline
Build automated lead management with Tables, Interfaces, and Zaps.
In this 15-minute course — part 1 of our Complete Guide to Lead Management learning path, you'll learn how to build a seamless lead management system using Zapier's Tables, Interfaces and Zaps. No coding required.
We'll cover:
- Building a client relationship management (CRM) database using Zapier Tables
- Creating a lead capture form that sends data to your Table using Zapier Interfaces
- Automatically following up with the new leads using Zaps
Who is this course for? You work in sales or marketing — or you're business owner — and you're looking to implement a custom system that will help you drive leads to your business automatically. You'll use the knowledge gained in this course to build your own tool stack, changing out tools and workflows to best suit your budget and use-case. If you're completely new to Zapier and/or automation, we recommend getting to grips with Zapier basics before taking this course.