CRM Automation Without Breaking Things
Investment
Full course access, sandbox environments included
Includes access to practice CRM sandboxes for Salesforce and HubSpot. Template library with 20+ production-ready workflows
What You'll Learn
Technical Skills
- Workflow trigger design and timing
- Boolean logic and conditional statements
- Data mapping between systems
- Error handling and logging
- Testing methodologies for automation
- API integration fundamentals
Build These Systems
- Lead assignment based on territory and availability
- Multi-touch email sequences with engagement tracking
- Deal stage updates triggered by customer actions
- Cross-platform sync between CRM and support tickets
- Automated data enrichment from third-party sources
- Renewal reminder system with escalation logic
You'll document each workflow using flowcharts and logic tables, creating maintenance documentation your team can actually follow.
Automation sounds great until your CRM starts sending emails to the wrong people or creating duplicate records.
This course shows you how to design workflows that are both powerful and safe. You'll learn trigger logic, conditional branching, and testing strategies across platforms like Salesforce Flow, HubSpot Workflows, and Zapier. We spend significant time on error handling because that's where most automation fails in production.
The approach is hands-on. You'll build workflows for common scenarios: routing inbound leads, updating contact status based on email engagement, syncing data between systems, and automating task creation. Each workflow gets tested with edge cases before deployment.
Expect to spend time debugging. That's the reality of automation work, and we teach you systematic troubleshooting methods instead of just hoping things work.