Customer Onboarding
Customer Onboarding
Onboard with Zapier and unlock the power of automation
long-tile catalog-learning-path
A complete guide to automated lead management
A complete guide to automated lead management
Build and automate your own entire lead management system to efficiently capture, nurture, and convert customers.
3 Courses
long-tile catalog-learning-path
Admin essentials
Admin essentials
Account setup and management for Team and Company plans.
long-tile catalog-learning-path
Troubleshooting your Zaps
Troubleshooting your Zaps
Ran into an error? Learn how to troubleshoot Zaps like a pro.
35 min
Course Intermediate Beginner catalog-upskill
Filters and Paths by Zapier
Filters and Paths by Zapier
Add conditional logic to your Zaps with Filters and Paths
20 min
Course Intermediate Beginner catalog-upskill
Formatter by Zapier
Formatter by Zapier
Sometimes data isn't in the format you need. Zapier's Formatter tool can help.
43 min
Intermediate Beginner catalog-upskill
Timing your Zaps
Timing your Zaps
Using Delay and Schedule to create perfectly-timed Zaps
18 min
Course Intermediate Beginner catalog-upskill
Build workflows with Zapier Tables
Build workflows with Zapier Tables
Learn how to upgrade your database workflows with Tables.
31 min
Beginner catalog-upskill
Triggering Zaps with Webhooks
Triggering Zaps with Webhooks
Send info from an app to a Zap as a trigger. No coding required.
19 min
Course Webhooks Intermediate catalog-upskill Advanced
Increase productivity using AI
Increase productivity using AI
Supercharge your workflows with chatbots and ChatGPT
29 min
Intermediate tile-learn catalog-upskill Advanced
Generate blog images using AI
Generate blog images using AI
Streamline content creation using automation and AI tools
15 min
Intermediate tile-learn catalog-upskill Advanced
Automate getting new leads into your pipeline
Automate getting new leads into your pipeline
Build automated lead management with Tables, Interfaces, and Zaps.
17 min
Intermediate catalog-use-case Lead management
Automate converting leads
Automate converting leads
Close the loop on your pipeline by automating conversions and customer loyalty.
43 min
catalog-use-case Lead management Sales and rev ops
Automate qualifying and nurturing leads
Automate qualifying and nurturing leads
Build out your pipeline with an effective system for automated lead qualification and nurture.
42 min
catalog-use-case Lead management Sales and rev ops
Automating lead generation
Automating lead generation
Learn how to consistently and automatically generate leads from a variety of sources and send them to a custom-built CRM.
82 min
Build an automated client onboarding system
Build an automated client onboarding system
Supercharge your client onboarding process with these customized, automated workflows.
31 min
How to automate data extraction
How to automate data extraction
Learn how to move your data and transform it automatically with this beginner-friendly course.
54 min
How to run automated webinars to generate leads
How to run automated webinars to generate leads
Create, promote, and optimize automated webinars for 24/7 lead generation.
29 min
How to sync a sales tech stack
How to sync a sales tech stack
Automate your sales process to streamline lead qualification, communication, scheduling, and closing.
28 min
catalog-use-case Sales and rev ops
What's new: April 2023
What's new: April 2023
Learn more about duplicating and copying steps, drag and drop, audit log, and more.
catalog-product-updates
What's new: September 2023
What's new: September 2023
Learn about improvements to Zap testing, error management, and data security
Product Update catalog-product-updates
What's new: October 2023
What's new: October 2023
Learn more about managing errors effectively and working collaboratively
Product Update catalog-product-updates
Enhancing your Zaps
Enhancing your Zaps
Solve new problems with multi-step Zaps
21 min
Course Beginner catalog-upskill
Account monitoring
Account monitoring
Keep an eye on your account activity
13 min
Company Account Admin Beginner
Discover your first automation
Discover your first automation
Identify tasks and workflows worth automating
13 min
Beginner Non-technical
Collaboration and sharing
Collaboration and sharing
Share Zaps and app connections without fear
Beginner
Company account security
Company account security
Protect your Zapier account and data
Course Company Account Admin Security Beginner
Building your first Zap
Building your first Zap
A step-by-step guide to automating your first workflow
16 min
Beginner
Zapier admin essentials - Company plan
Zapier admin essentials - Company plan
Company account set up and management
5 Courses
Learning Path Company Account Admin
User management and collaboration
User management and collaboration
Get your team up and running with Zapier
Admin Security Team Account Beginner
Zapier admin essentials - Team plan
Zapier admin essentials - Team plan
Team account set up and management
3 Courses
Learning Path Admin Team Account
Product walkthrough of Zapier
Product walkthrough of Zapier
Get to know key pages on the Zapier platform.
17 min
Course Beginner
Get support
Get support
Get the help you need, when and how you need it
Support Intermediate Beginner
What's new: October 2022
What's new: October 2022
Easily manage your account as your team scales.
Product Update catalog-product-updates
Surface your Zapier integration within your app
Surface your Zapier integration within your app
Delight customers and increase ROI with powerful embed solutions
22 min
User management
User management
Add, onboard and offboard users on your company plan
Course Company Account Admin User Management Beginner
Automate getting new leads into your pipeline
Automate getting new leads into your pipeline
Build automated lead management with Tables, Interfaces, and Zaps.
17 min
Intermediate catalog-use-case Lead management
Automate qualifying and nurturing leads
Automate qualifying and nurturing leads
Build out your pipeline with an effective system for automated lead qualification and nurture.
42 min
catalog-use-case Lead management Sales and rev ops
Automate converting leads
Automate converting leads
Close the loop on your pipeline by automating conversions and customer loyalty.
43 min
catalog-use-case Lead management Sales and rev ops
Company account security
Company account security
Protect your Zapier account and data
Course Company Account Admin Security Beginner
Get support
Get support
Get the help you need, when and how you need it
Support Intermediate Beginner
User management and collaboration
User management and collaboration
Get your team up and running with Zapier
Admin Security Team Account Beginner
Account monitoring
Account monitoring
Keep an eye on your account activity
13 min
Company Account Admin Beginner
Collaboration and sharing
Collaboration and sharing
Share Zaps and app connections without fear
Beginner
Account monitoring
Account monitoring
Keep an eye on your account activity
13 min
Company Account Admin Beginner
Get support
Get support
Get the help you need, when and how you need it
Support Intermediate Beginner
User management
User management
Add, onboard and offboard users on your company plan
Course Company Account Admin User Management Beginner