demobook

Ethan Wood | CRM & Automations Expert : AI Tutorials & Prompts

Ethan Wood | CRM & Automations Expert
Ethan Wood | CRM & Automations Expert
@ewcrm
1.7K subscribers93.5K views13 videosUnited States

Introducing Ethan Wood — your go-to expert for CRM setup, automation, and tech-stack optimization. I help small businesses streamline their sales, marketing, and operations using tools like Pipedrive CRM, HighLevel, Apollo.io, JustCall, PandaDoc, QuickBooks, Gravity Forms, JotForm, and Make.com. Here you’ll find training videos, step-by-step tutorials, software reviews, and AI automation tips designed to help you save time, close more deals, and grow your business smarter. Whether you’re a beginner exploring your first CRM or a pro looking to refine your workflows, this channel gives you the insider knowledge and practical tools to build your perfect tech stack. 👉 Subscribe for videos on CRM strategy, automation hacks, AI voice agents, and productivity tools for entrepreneurs. 🌐 Learn more at www.ewcrm.com

Ethan Wood | CRM & Automations Expert Tutorials

3 demos
Oct 2025 · 873 viewsEthan Wood | CRM & Automations Expert Ethan Wood | CRM & Automations Expert
2:342:00Pipedrive
Automated Lead Routing and OrganizationDemonstrates how to automatically organize new deals into specific pipeline sections based on lead data like location (e.g., California).Sync leads to CRM
4:481:49Pipedrive
Slack and Email Sequence AutomationShows how to trigger Slack notifications and email sequences automatically when a deal stage is updated in Pipedrive.Multichannel (email+LI+call)
10:341:28Pipedrive
Meeting Scheduling and Deal UpdatesWalks through the automation of updating deal stages and creating activities once a meeting is scheduled via an integrated booking tool.Lead routing & booking