Course track
CRM and Sales Automation
A dedicated sales and revops track covering lead capture, routing, deduplication, handoffs, sequencing, spreadsheets, and the practical workflows that keep CRM data cleaner while reducing manual follow-up work.
Lessons13
Live now13
Draft queue0
This track page is intentionally kept out of the index until more of the public lessons are live. That keeps the curriculum navigable for humans without asking search engines to rank thin track pages before the lesson bodies exist.
Track lessons
Live lessons link out directly. Draft lessons are already scaffolded in the repo so the track can be written in order without changing slugs or metadata later.
- Lesson 1LiveCRM Automation Explained
- Lesson 2LiveLead Routing Automation Best Practices
- Lesson 3LiveHow to Automate Lead Capture from Forms
- Lesson 4LiveHow to Automate CRM Deduplication
- Lesson 5LiveHow to Automate Deal Stage Updates
- Lesson 6LiveHow to Build Follow-Up Reminders and Task Queues
- Lesson 7LiveHubSpot vs Salesforce Automation for Small Teams
- Lesson 8LiveHow to Automate Outbound Sequencing Safely
- Lesson 9LiveHow to Sync CRM Data with Spreadsheets
- Lesson 10LiveHow to Build Handoff Workflows Between Sales and Ops
- Lesson 11LiveRevenue Operations Automation Explained
- Lesson 12LiveBest CRM Workflows to Automate First
- Lesson 13LiveCommon CRM Automation Mistakes
Tools that fit this track
Free, privacy-first utilities in your browser — no uploads required for most workflows.
- CSV to JSON ConverterConvert form or spreadsheet exports into JSON before routing them into CRMs and lead workflows.
- JSON to CSV ConverterFlatten CRM payloads into CSV for audits, cleanup passes, and handoffs to ops teams.
- URL Builder & EncoderAssemble clean URLs with query strings, encoded params, and UTM blocks for workflow steps and callbacks.
- Excel SuiteUse spreadsheet-side joins and pivots when CRM data still needs manual review or pipeline analysis.
Browse other course tracks
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- Zapier WorkflowsA practical track for teams standardizing on Zapier. Learn how Zaps are structured, how to use built-in tools like Formatter, Filters, Paths, and Webhooks, what task usage really means, and where Zapier is strong or weak compared with other platforms.