What you'll learn:
- Set up and configure a marketing automation tool from scratch, including CRM and tracking settings.
- Build lead capture forms, landing pages, and email sequences that automate a business funnel.
- Create workflows for lead nurturing, segmentation, and lifecycle stage automation.
- Design a complete marketing automation program to use in your job or offer as a service.
- Use CRM best practices to keep contact data clean, organized, and ready for automation.
- Track performance across the funnel with automation reports and attribution insights.
Everything you need to master Marketing Automation — now with AI.
This is a comprehensive course designed to take you from beginner to career-ready Marketing Automation Expert, capable of implementing modern automation systems powered by traditional marketing automation tools, AI automations and AI agents — whether for a job, your clients, or your own business.
This course is perfect for:
- Professionals looking to get a job in Marketing Automation
- Marketers looking to specialize in Marketing Automation to grow in their careers
- Consultants offering marketing services
- Founders building systems that scale
With hands-on walkthroughs, real-world examples, strategy fundamentals, AI workflows and agents, and tool comparisons, you’ll learn how to actually implement marketing automation, not just talk about it.
By the end of this course, you’ll be able to:
Set up your marketing automation tool with confidence
Learn how to create and configure your account from scratch, manage permissions, and ensure you’re fully compliant with GDPR and other regulations. You’ll follow a practical setup checklist used by real consultants (regardless of the Marketing Automation tool you decide to use).
Build a CRM that fuels your marketing
Discover how to import and sync your data, connect your CRM to your automation tool, and avoid common mistakes in contact management and integrations.
Grow your email list with high-converting lead capture
Create forms and landing pages that convert – without scaring leads away. You’ll learn how to ask the right questions, stay compliant, and build your database effectively.
Organize and manage your CRM for automation
Master best practices for keeping your CRM clean and useful. From tags and fields to custom views and data cleanups, we’ll help you build a system that supports growth.
Do Lead Segmentation like a pro
Go beyond basic filters and learn how to build automated segments based on behavior, attributes, or both. You’ll finally understand the difference between tags, lists, and lifecycle stages – and how to use them strategically.
Set up Lead Scoring like a pro
Learn how lead scoring works, build your own scoring model, and automate lifecycle stage updates. You’ll know exactly when a lead is ready for sales or nurturing.
Nurture your leads with smart automation
Set up sequences and email flows that move leads through the funnel – and know what to do when they stop engaging. We’ll cover the timing, logic, and content needed to get results.
Build advanced workflows that adapt
Use conditional branching, AND/OR logic, and behavior-based triggers to create flexible automations. You’ll compare visual builders like HubSpot, Brevo, and many others, to understand how different tools handle logic.
Automate your sales follow-ups
Assign leads, trigger tasks, notify reps – and keep deals moving. You’ll see how marketing and sales automation can work together for faster closes.
Report on your automation performance
Track key metrics across the funnel – from lead capture and engagement to nurturing and conversion. Learn how to use attribution and source reports to prove ROI.
NEW: Build AI Automations & AI Agents
Learn how AI changes marketing automation — from AI-powered workflows to AI agents that analyze data, qualify leads, and make decisions inside your automation systems. You’ll see real examples using tools like Make, Zapier, Lindy, and more!
What’s inside:
A step-by-step system to go from setup to advanced automation with AI
Real tool walkthroughs with HubSpot, ActiveCampaign, Klaviyo, Kit, Brevo, Make, Zapier, Lindy, and more
Hands-on assignments to apply what you learn immediately
AI automation examples and AI agent use cases for marketing automation
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Meet your instructor
Hi, I’m Thalita – a certified marketing automation expert and best-selling Udemy instructor. I’ve been working with businesses around the world since 2018, helping them build smarter, more efficient marketing systems. I teach real-life, practical strategies that are used in actual businesses every day – no fluff, just results.
“Super valuable for entrepreneurs, consultants, and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy.”
— Tamara Biljman, Content Strategist
Ready to master marketing automation and grow your career (or your business)?
Let’s get started.
