Fragmented processes. Siloed data. Sluggish revenue cycles.
RevOps leaders are under constant pressure to streamline operations, but without automation, you're stuck fighting fires instead of building growth.

It’s time to flip the script.
The RevOps Automation Playbook shows how fast-scaling teams at Asana, Zoom, and Hexagon automate their data flows to unify marketing, sales, and customer success for faster, smarter revenue generation.

Inside, you'll find workflows that'll help you:

  • Instantly clean, enrich, and normalize records with mass deduplication and lead-to-account matching.
  • Automate lead, contact, and opportunity routing based on territory, hierarchy, availability, and scoring.
  • Route onboarding cases, renewal tasks, and expansion opportunities automatically to the right team members.
  • Visualize and act on account hierarchies to uncover cross-sell, upsell, and expansion opportunities.
  • Use relationship mapping and rollup metrics to drive deeper, more strategic customer engagement.

... just to name a few.

Why download this playbook?

  • Actionable frameworks: 20+ real-world automation flows you can start building today.
  • Proven results: Learn from leaders at Asana, Zoom, Hexagon, YMCA, and more.
  • Time-saving strategies: Stop manual data cleanup and start scaling faster.

Brought to you in partnership with Traction Complete.