← Back to the catalogueMarketing Automation
Intermediate to Advanced
Level
Classroom . Online . Hybrid
Mode
Course overview
A marketing automation course on connecting CRM, campaigns and sales handover into one working system. The course covers the plumbing that makes automation reliable: data model, field hygiene, deduplication, lifecycle definitions and sales handover rules then builds workflows, scoring and chat automation on top.
Learners build an end-to-end lead flow from form fill to sales task with reporting.
Who it is for
- Marketing operations staff
- CRM administrators
- Sales operations teams
- Agency automation specialists
Prerequisites
Marketing fundamentals and comfort with spreadsheets. No coding required.
How it runs
Learn → Practise → Build → Experience → Demonstrate, ending in a capstone. Delivered by practitioners from the engineering bench, in Madurai, Coimbatore and online.
Final project
End-To-End Lead Flow
Programme sheet
The printed sheet carries the full module breakdown, labs, project work and certification path. Fees, dates and formats for the next intake are confirmed by the education team on enquiry.
Learning outcomes
01
Define a lifecycle model and stage criteria.
02
Keep CRM data clean and deduplicated.
03
Build multi-branch nurture workflows.
04
Score leads on fit and behaviour.
05
Automate chat, WhatsApp and form routing.
06
Set handover rules and SLAs with sales.
07
Report on pipeline contribution by source.
Module structure
8 modulesModule 01
Automation Foundations
What to automate . Lifecycle stages . Data model . Field hygiene
Objects and relationships . Pipelines . Deduplication . Integrations . Data imports . Permissions
Tools — HubSpot
Module 03
Workflow Building
Triggers . Goals and exits . Error handling . Delays and branches . Internal notifications
Module 04
Lead Scoring and Routing
Fit vs behaviour scoring . Score decay . SLA rules . Negative scores . Territory and round-robin routing
Module 05
Conversational Automation
Templates and approvals . FAQ automation . PRACTICAL . WhatsApp Business API basics . Live chat handover
Zapier, Make and n8n . Webhooks . Forms and landing pages . Ads lead sync . Data warehouse export
Lead definitions . Handover process . Task automation . Sequences . Feedback loops . Disqualification reasons
Module 08
Reporting and Governance
Funnel reporting . Source attribution . Workflow audits . Naming conventions . Documentation
Assessment & certification
Module assignments and labs
25%
Final project and review
40%
Learners who complete all modules, submit the final project and clear the review receive a course completion certificate from Kaizen Infinities Private Limited. Project work is documented for the learner's portfolio, and interview preparation is included in the closing sessions.
Career outcomes . Roles this programme prepares for
Marketing Automation SpecialistMarketing Operations AnalystCRM ManagerGrowth Operations EngineerSales Operations Analyst
