Lead Management Automation Canvas
How Zapier Zaps
An overview of how Zapier's RevOps team uses automation for lead management
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Workshop: Build your way to better lead management
Watch Zapier’s build-along webinar, where members of our RevOps team walk the audience through three workflows they’ve built to ensure a seamless lead management experience—all of which are in the Automation Canvas above.
Find more ways to automate
Work smarter with automation. Discover ways to move leads through your funnel more efficiently so you can focus on gaining more customers.
See lead management in action
How automation helps this real estate company level up their customer experience
Discover how Orchard streamlines lead management—and spends less time entering data and more time with their customers.
How ServiceTitan uses Zapier and Google Ads to scale
See how this software company automatically enriches their customer data (for better insights on marketing success) with automation.
How Veo increases sales and lowers lead costs with automation
Discover how Veo automates their entire lead lifecycle—creating a faster sales cycle and a better customer experience.
How automating our business helped us get better customer reviews
Explore how this PR agency uses automation to streamline their customer review process, which creates trust and boosts sales.
How we use Zapier to recover sales and organize operations
See how this company got a 20% lift in sales revenue with this automatic process.
Have questions?
We have answers, whether you like to do it yourself or get hands-on assistance.
Zapier Learn
Automation education at your own pace. Watch video courses to help you become a better Zapier user.
Zapier Community
Enjoy learning with others? Meet other marketers, ask questions, and get inspired by other Zapier users.
Hire a Zapier Expert
Need help automating entire business processes? Zapier Experts are certified consultants who specialize in workflow automation.
