Lesson Guide

Automate Your Small Business Sales Workflow with Zapier and HubSpot

Every lead that doesn't get a follow-up within the first hour is a lead you've probably lost. Zapier and HubSpot together can handle that follow-up automatically — and AI can make it feel personal.

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From the AI School app

Try this starter prompt

Copy and paste this into ChatGPT or Claude with your details filled in. It's a simplified version — the full prompt chain is in the app.

Automation Blueprint
You are a small business automation consultant.

My business type: [e.g. "freelance web design agency"]
Current manual task I hate: [e.g. "emailing every new inquiry with a welcome message and next steps"]
Tools I use: HubSpot (or basic CRM) + email

Design a Zapier workflow to automate this task:
1. The trigger (what starts the automation)
2. The action steps (what Zapier does automatically)
3. Where ChatGPT fits in to personalize the output
4. How I know it's working (what to monitor)

→ Get the full 5-automation starter pack for small business in AI School

How it works

  1. 1

    Map the one manual task costing you the most time per week

  2. 2

    Identify the trigger, data inputs, and desired output for that task

  3. 3

    Build the Zapier workflow connecting your lead source to HubSpot

  4. 4

    Add a ChatGPT step to personalize each automated message before it sends

What you'll build in the app

Project

Get the full 5-automation starter pack — lead follow-up, invoice reminders, review requests, and more — inside AI School.

Want the full course?

Automate Your Small Business Sales Workflow with Zapier and HubSpot

Get the full 5-automation starter pack — lead follow-up, invoice reminders, review requests, and more — inside AI School.

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