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.
- Beginner
- 6 lessons
- 55 min
What you'll learn
- Map Agent Workflows Design focused AI teammates around repeatable sales and marketing workflows with clear goals, inputs, tools, and handoffs.
- 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.
Lessons 6 lessons · 55 min
Every lesson comes with Pro, $29 a month.
- Lesson 1: Welcome and speaker introductions 3 min
- Lesson 2: Zapier Agents overview and workshop setup 6 min
- Lesson 3: Lead enrichment agent demo 16 min
- Lesson 4: Enterprise lead qualification with agent collaboration 11 min
- Lesson 5: Marketing workflow: viral content creation agent 10 min
- Lesson 6: Marketing workflow: social posting, sharing, and Q&A 11 min