Map Agent Workflows
Design focused AI teammates around repeatable sales and marketing workflows with clear goals, inputs, tools, and handoffs.
Build AI agent teams for Sales & Marketing with Zapier Agents
Build focused Zapier Agents that enrich and qualify leads, route prospects, draft follow-ups, and streamline marketing content workflows across CRM, docs, and team communication tools.
What you'll learn
Configure Zapier Agents
Build Zapier agents from templates or prompts, then configure triggers, app authorizations, and tools for reliable automation.
Enrich CRM Leads
Automate CRM research by enriching new contacts with company and prospect details while controlling when records are updated.
Qualify and Route Prospects
Connect agents so enriched lead data can be scored against qualification criteria and routed to the right sales channel.
Create Content Assets
Generate marketing content, save assets to shared workspaces, and notify collaborators through tools like Google Docs, Drive, and Slack.
Control Reviews and Sharing
Add human review steps, draft social posts, and share agents with the right permissions for safer team collaboration.
Course curriculum
1 part · 6 chapters