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In this week’s Business Booster, Liz Peterson walked you through the fundamentals of automations and integrations using Zapier, Calendly, Pipedrive, Jotform, and PandaDoc.

Return this Friday to troubleshoot any automations issues you are running into, and/or ask your specific questions about how you might be able to automate your sales process and customer experience.

  Liz Peterson is the founder of Ops Designed, a Sales Process Design and Automation consultancy that helps small and emerging businesses create, document, and automate their sales processes using the Pipedrive CRM. Dubbed “The Efficiency Queen,” Liz has always been passionate about getting more done in less time while improving internal and external experiences. She founded Ops Designed after a decade of working in-house in nonprofit management and for B2B and B2C tech startups. Learn more at opsdesigned.com.

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