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Course Outline
Introduction to Zapier for E-Commerce
- Understanding automation in e-commerce
- Setting up a Zapier account and connecting apps
- Exploring Zapier triggers, actions, and multi-step workflows
Automating Order Processing
- Integrating Shopify/WooCommerce with Zapier
- Automating order confirmations and tracking updates
- Syncing order data with Google Sheets and CRMs
Payment and Accounting Automation
- Connecting Stripe and PayPal to Zapier
- Automating invoice generation and record-keeping
- Syncing financial data with QuickBooks and Xero
Enhancing Customer Support with Automation
- Automating responses to customer inquiries
- Integrating Zapier with Helpdesk software (Zendesk, Freshdesk)
- Managing refunds and returns with automated workflows
Marketing and Sales Automation
- Capturing leads from social media and email campaigns
- Automating follow-ups and promotional messages
- Syncing customer data with marketing platforms
Advanced Zapier Features for E-Commerce
- Using filters and paths for customized workflows
- Implementing webhooks for advanced integrations
- Monitoring and troubleshooting automation workflows
Summary and Next Steps
Requirements
- An understanding of e-commerce platforms and payment processing
- Experience with online store management
- Basic familiarity with automation tools
Audience
- E-commerce managers
- Customer support teams
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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