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GenAI for Sales Ops: Automating Workflow Efficiency

This course is your practical, no-fluff guide to automating sales workflows with Zapier, Zapier Agents, and HubSpot CRM.

Valeriya Pilkevich
Valeriya Pilkevich
Published: Jan 2026
Intermediate
Data Science
4 hours
In partnership with:Coursera
GenAI for Sales Ops: Automating Workflow Efficiency
Product ID: OC-2025-A1GLD

Course Overview

This course is your practical, no-fluff guide to automating sales workflows with Zapier, Zapier Agents, and HubSpot CRM. You’ll start by mastering GenAI fundamentals, then dive into real-world automation strategies for data entry, contact management, and AI-powered lead enrichment. By the time we’re done, you’ll have built working automation systems that cut manual tasks by 50% and ensure 90% follow-up consistency. 

Skills You Will Gain

Business Process Automation
Generative AI Agents
Workflow Management
Data Entry
HubSpot CRM

Learning Outcomes (At the end of this program, you will be able to...)

  • Evaluate CRM integrations (like form-to-CRM, email to CRM, data sync, etc.) for workflow optimization.
  • Analyze operational bottlenecks and implement GenAI solutions.
  • Build automation workflows using Zapier.
  • Implement GenAI-powered automation using Zapier Agents.

Prerequisites

To get the most out of this course, learners should have a basic understanding of sales operations and be familiar with CRM systems like HubSpot or Salesforce. An interest in AI and automation technologies is essential, along with a foundational knowledge of generative AI—such as experience using ChatGPT—to grasp AI-driven automation concepts effectively.
 

Who Should Attend

This course is designed for sales professionals, operations managers, small business owners, and business analysts who want to enhance their sales operations with AI-driven automation. Whether you're looking to streamline workflows, improve CRM efficiency, or reduce manual tasks, this course will provide practical strategies and hands-on experience to help you stay ahead in a competitive sales landscape.

Course Includes

1K
STUDENTS*
90.5%
RECOMMEND*

This course includes:

  • On-demand videos
  • Practice assessments
  • Multiple hands-on learning activities
  • Exposure to a real-world project
  • 100% self-paced learning opportunities
  • Certification of completion

Curriculum

Explore the comprehensive, hands-on curriculum designed to build your expertise step by step.

Meet Your Expert Instructors

Valeriya Pilkevich

Valeriya Pilkevich

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*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.