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martech Intermediate 21 lessons

CRM Automation

Automate the customer lifecycle. Master HubSpot/Salesforce workflows, lead scoring, and integrating payment gateways like Stripe.

Revenue Operations (RevOps) relies on automation. This course teaches you to engineer the CRM to drive sales. You will learn to build complex workflows that nurture leads based on behavior, implement Lead Scoring models to prioritize prospects, and sync data between marketing and sales tools. We also cover technical integrations: connecting Stripe for revenue tracking and handling webhooks to trigger custom actions. Turn your CRM into a revenue engine.

✅ 100% Free & Lifetime Access
⏱️ 5-Minute Lessons (Bite-sized learning)
🚀 21-Lesson Path (Independent modules)
📱 Mobile Friendly (Learn anywhere)
RevOps
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Complete Course Syllabus

  • 1
    Data Architecture
    Standardizing objects, properties, and associations.
  • 2
    Automation Logic
    Triggers, branches, and actions in workflows.
  • 3
    Lead Scoring
    Building models based on fit and engagement.
  • 4
    Integrations
    Syncing data with Slack, Stripe, and support tools.
  • 5
    Reporting
    Building dashboards to prove automation ROI.

Estimated completion time: 21 lessons • Self-paced learning • Lifetime access

Career Outlook

Estimated Salary
$90k - $130k

Career Paths

Marketing Ops Manager $95k-$135k
RevOps Specialist $100k-$145k
CRM Administrator $85k-$120k

What You Will Learn

Design and implement automated email nurture workflows
Configure Lead Scoring models to identify sales-ready prospects
Integrate payment gateways (Stripe) for revenue visibility
Manage data hygiene and deduplication strategies
Connect disparate tools using Webhooks and APIs

Skills You Will Gain

HubSpot / Salesforce Workflow Automation Lead Scoring Data Hygiene API Integrations

Who Is This For

RevOps Professionals
Marketing Ops
Sales Admins

Prerequisites

Marketing Basics
CRM familiarity

CRM Automation FAQs

Platform specific?

Concepts apply to HubSpot, Salesforce, and Marketo.

Coding?

Low-code; logic skills are more important.

Job demand?

High; companies need to automate to scale.

Certifications?

aligns with HubSpot/Salesforce admin certs.

Need more info?
All Reork courses are 100% free, self-paced, and fully accessible on mobile devices. No prior experience is required. Read our full Platform FAQ.

Tech Stack & Tools

HubSpot
Salesforce
Zapier
Stripe

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