CRM - Sales Workflows
Customer relationship and sales management
Automatically Add Paperform Submissions as ActiveCampaign Contacts
Streamline your contact management by automatically creating new contacts in ActiveCampaign from Paperform submissions.
MakeFreeAutomated Appointment Reminders for Harmony Spine & Wellness Center
This workflow automates appointment reminders for patients at Harmony Spine & Wellness Center using Airtable and Telegram.
n8n$19.99Hostinger Form Leads: AI Qualify to Beehiiv & Sheets
Automates Hostinger form lead capture via Gmail, AI qualification with OpenAI, Beehiiv subscriber addition, and Google Sheets logging for streamlined sales nurturing.
n8n$19.99Automatically Add New Google Sheets Contacts to E-goi
Seamlessly integrate your Google Sheets with E-goi by automatically creating new contacts in E-goi whenever a new row is added to your spreadsheet.
MakeFreeGenerate SEO-Optimized Titles & Meta Descriptions with Bright Data & Gemini AI
Scrapes top Google SERP results via Bright Data, analyzes titles/meta patterns with Gemini AI, and generates optimized versions from keywords in Google Sheets.
n8n$19.99Automate Lead Management from Calendly to Slack
This workflow automates the handling of new Calendly invitees by filtering them, updating or adding their contact information in LeadConnector, creating opportunities, and notifying your team via Slack. It ensures no lead is overlooked and keeps your team informed about new opportunities, enhancing your lead management process.
Zapier$2.99Seamlessly Transfer Typeform Leads to Airtable
Automatically capture new Typeform responses and create corresponding records in Airtable for efficient lead management.
MakeFreeSync Facebook leads to Salesforce for automated location-based Sales rep assignment
Streamline your lead management with this template that automatically adds new Facebook leads to Salesforce and assigns them to the corresponding sales representative based on geographic location. Perfect for teams with designated sales personnel for each region, it ensures an organized, efficient allocation process with timely follow-ups to maximize conversions.
Make$4.99Automatically Add Pipedrive Deal Contacts to Mailchimp List
This workflow automatically adds contacts from new or existing deals in Pipedrive to a specified list in Mailchimp, ensuring your email marketing list is always up-to-date.
Make$3.99Generate & Email Personalized Certificates from Google Forms with Score Threshold
Automates creating personalized Google Slides certificates and emailing them to respondents who meet a score threshold from Google Forms data in Sheets.
n8n$19.99Automate Lead Management from Fello Connect to CINC
Streamline your sales process by automatically transferring and organizing new leads from Fello Connect into CINC, ensuring no potential client is missed.
Zapier$2.99Automatically Create Salesforce Opportunities from New HubSpot Contacts
This workflow automatically generates a Salesforce opportunity whenever a new contact is added to a specified list in HubSpot CRM, streamlining the sales process.
Make$2.99Automate Facebook Lead Capture to Google Sheets and Salesforce
Automatically capture new leads from Facebook Lead Ads and seamlessly add them to Google Sheets and Salesforce for efficient data management and follow-up.
Make$3.99Automatically Add New Sellsy Contacts to Zoho Campaigns Mailing List
Effortlessly subscribe new Sellsy contacts to a Zoho Campaigns mailing list, ensuring your marketing efforts are always up-to-date.
Make$3.99Add new Magento 2 customers to UniSender contact list
Every time a new customer is created in Magento 2, Make will automatically add that customer to UniSender contact list.
MakeFreeAutomate SmartReach.io Prospect Creation from New Shopify Customers
Automatically create new prospects in SmartReach.io for each new customer added in Shopify, streamlining your lead generation process.
MakeFreeAutomate Lead Intake with CSV Summary and Email Notification
Streamline your lead processing by automatically collecting lead data, generating a CSV summary, and sending an email notification. This workflow reduces manual tasks and keeps your team informed.
Make$4.99Sync New Zoho CRM Leads to Airtable Automatically
Automatically create a new record in Airtable for each new lead generated in Zoho CRM, ensuring your data is always up-to-date across platforms.
MakeFreeList and update deals in Pipedrive automatically
Automatically manage your sales pipeline by listing and updating deals in Pipedrive. Streamline your workflow with this automated Pipedrive integration.
Make$2.99Automate Facebook Lead Ads to CentrixOne Opportunity Creation
This Zap automates capturing leads from Facebook Lead Ads and transforms them into opportunities in CentrixOne, enhancing lead management and conversion efficiency.
Zapier$2.99Automate Salesforce Contact Creation from Google Forms Submissions
Automatically create new contacts in Salesforce whenever a Google Forms submission is received, streamlining your data entry process.
MakeFreeAutomate Facebook Lead Ads to Copper CRM and Go4Clients Drip Campaign
Streamline your lead management by automatically adding new Facebook Lead Ads responses to Copper CRM, and initiate a Go4Clients drip campaign including email, call, and SMS notifications.
Make$3.99Automated FAQ Generator from WhatsApp Groups using GPT-4 & Google Docs
Automatically pulls WhatsApp conversations from Google Sheets, uses GPT-4 to extract recurring questions and generate answers, and creates structured FAQ docs in Google Docs weekly.
n8n$19.99Automatically Verify and Format Salesforce Contact Phone Numbers
This workflow automatically verifies new Salesforce contact phone numbers using Veriphone. If the phone number is valid, it updates the contact with the formatted number, ensuring data accuracy and consistency.
Make$3.99
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