CRM - Sales Automation Workflows — Page 19 | Neura Market

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CRM - Sales Workflows

Customer relationship and sales management

ypeform -> Clearbit -> ClickUp
Collecting leads with forms is always beneficial when running an agency, however, qualifying your leads is alway an important step towards saving a lot of time and money. he qualification process can be easily done with Clearbit, an application which performs a search in order to retrieve out more infromation about a person/business based on their email. Qualified leads are then automatically be added inside a list of your ClickUp account.
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Send Daily Weather Updates via SMS with Plivo
Automates sending daily weather updates for any city via SMS using Plivo, triggered at 9 AM every day.
n8n$4.99
Create new Wishpond leads from new rows in a Google Sheets spreadsheet
his template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new leads in Wishpond. he template is using [this sample](https://docs.google.com/spreadsheets/d/1vAdMKwSPIYIrm4brD9ZsaGJkmz1NhuRPCS4kdgjMdQ/edit?usp=sharing) Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template. he template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

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RAG Knowledge Chatbot: OpenAI, Google Drive & Supabase

Build a smart RAG chatbot that queries your Google Drive PDFs using OpenAI embeddings stored in Supabase for accurate, context-aware responses.

Connect Dux-Soup to Sendinblue: Create contact and add to List

When a webhook from Dux-Soup urbo is received, a new contact is created or updated in Sendinblue and assigned to the selected List

Automate Lead Creation in Hunter from New Scriberr Contacts

Automatically create a lead in Hunter whenever a new contact is copied in Scriberr, streamlining your lead generation process.

Get Business Data for Monday CRM leads with DataForSEO

Automatically enrich your Monday CRM leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. o get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1tiY00hqBaNfY6U5mAdvPcWd5tCz6XMZZYijKEPze3ME/edit?usp=sharing).

Automatically Assign Persona in Pipedrive Using Job Title and ChatGPT

Enhance your CRM interactions by automatically assigning personas in Pipedrive based on job titles using ChatGPT. This workflow personalizes customer engagement by leveraging AI to determine the seniority level of contacts.

Automatically Create Copper Leads from New Typeform Submissions

Streamline your lead generation process by automatically creating new leads in Copper whenever a Typeform form is submitted. Ensure that leads are enabled in Copper's Lead Statuses settings.

Auto-Share YouTube Videos with AI Posts to FB, X & Discord

Detects new YouTube videos via RSS, generates AI-powered social posts, and auto-shares to Facebook, X (Twitter), and Discord for effortless cross-platform promotion.

Twilio SMS Notification on Leaving Home Trigger

The 'Send an SMS to a number whenever you go out' workflow is designed to enhance communication by sending instant SMS alerts through Twilio whenever a specific trigger is activated. In this case, the workflow is initiated when the user activates ...

Automate Google Sheets Updates from ArcGIS Field Maps Features

Seamlessly update your Google Sheets with new rows from ArcGIS Field Maps features to enhance lead management.

Secure n8n API: Bearer Token Auth & Field Validation

Reusable n8n workflow that secures public webhooks with Bearer Token authentication, validates required fields, and returns standardized JSON responses for 401, 400, or 200 status.

Generate SEO-Optimized WordPress Content with Perplexity AI Research

Automates SEO-friendly blog post creation using Perplexity for research, OpenAI for content generation, image uploads, WordPress publishing, and Telegram notifications.

Streamline Sales Opportunities from Capsule CRM to Xero

This Zap automates the management of sales opportunities by filtering specific triggers from Capsule CRM and Xero, ensuring only relevant sales invoices are processed. Enhance your sales management efficiency with this streamlined workflow.

Create or update contacts on HubSpot CRM from new WooCommerce customers

Use this template to grab your new WooCommerce customers and add or update them on your HubSpot CRM automatically.

Create or update a HubSpot CRM contact from a new Zoom webinar registrant

Every time a new Zoom webinar registrant is created, Make will automatically create (or update if it already exists) a HubSpot CRM contact.

Sync New Salesforce Leads to Mailchimp Lists Automatically

Effortlessly transfer new leads from Salesforce to your chosen Mailchimp list, ensuring your marketing efforts are always up-to-date.

Automate Suspicious Login Detection with Postgres Webhook

This workflow automates the detection of suspicious login activities using Postgres webhooks, enhancing security measures.

Automate WordPress Backup to GitHub for Seamless Data Management

This n8n workflow automates the process of backing up your WordPress context to GitHub, ensuring that your valuable data is securely stored and easily accessible. By leveraging the capabilities of n8n, this workflow integrates multiple nodes to cr...

Scrape Product Info from Google Sheets URLs with Dumpling AI

Automates extraction of product details (name, price, description, reviews) from website URLs in Google Sheets using Dumpling AI, saving results to another sheet for easy access.

Smart Paper Analysis from Hugging Face to Notion Automation

This workflow automates the retrieval and analysis of research papers from Hugging Face, a popular platform for hosting machine learning models and datasets. By utilizing a scheduled trigger, it efficiently fetches the latest papers, extracts key ...

AI RAG Email Auto-Responder for Gmail Inbox

Automates intelligent, brand-aligned email replies using RAG with Pinecone vector DB, OpenAI, and Gmail. Handles inquiries by retrieving knowledge base data and generating professional HTML responses.

Automatically Add Prospects to Woodpecker from Typeform Responses

Streamline your lead generation by automatically creating prospects in Woodpecker from new Typeform responses.

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Communication (2,463)AI (1,929)Business Operations & ERPs (1,540)Other (1,425)Productivity (1,202)Marketing (1,145)Data & Analytics (995)File & Document Management (802)Notifications (580)Social Media (562)

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