Tutorials
Learn by watching
Step-by-step video tutorials to help you master ReforgeData features and workflows.
8 min
Getting Started·Beginner
Setting Up Your First Pipeline
Learn how to create and customize your sales pipeline.
5 min
Getting Started·Beginner
Importing Contacts from CSV
Step-by-step guide to importing your existing contacts.
15 min
Automation·Intermediate
Creating Email Automations
Set up automated email sequences for lead nurturing.
12 min
Analytics·Intermediate
Building Custom Reports
Create dashboards and reports to track your KPIs.
10 min
Integrations·Intermediate
Integrating with Zapier
Connect ReforgeData with 1000+ apps using Zapier.
20 min
Automation·Advanced
Advanced Workflow Automation
Build complex multi-step workflows with conditions.
25 min
Developer·Advanced
API Basics for Developers
Get started with the ReforgeData API.
18 min
Industry·Intermediate
Insurance CRM Best Practices
Industry-specific tips for insurance professionals.
Join our live webinars
Get hands-on training and ask questions in our weekly live sessions.
View upcoming webinars