CRM - Sales Workflows
Customer relationship and sales management
Sync Calendly Appointments to LeadConnector Opportunities
This Zap automates the process of capturing new invitees from Calendly and adding or updating their information as opportunities in LeadConnector. By streamlining this workflow, you can ensure that every potential lead is tracked and managed effectively, enhancing your sales process and improving follow-up efficiency.
Zapier$2.99Seamlessly Transfer Google Contacts to ClickSend
Effortlessly import your Google Contacts into ClickSend to streamline communication and contact management.
MakeFreeAutomated Zulip Messaging for Lead Nurturing
Streamline your lead nurturing process with automated Zulip messaging triggered by a manual execution.
n8n$12.93Automatically Add New Outgrow Leads to Google Sheets
Streamline your lead management by automatically adding new leads from Outgrow to a Google Sheets spreadsheet. This workflow ensures that every new lead is captured and organized efficiently.
Make$2.99Create new Wishpond leads from new rows in a Google Sheets spreadsheet
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new leads in Wishpond. The 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. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Make$2.99Automate Real-Time Lead Qualification and Routing from Webflow Submissions
This workflow enriches Webflow form submissions using Datagma, verifies professional emails, and routes leads to specific Calendly links based on company size.
n8n$9.99Automate Phone Number Verification and Update in Zoho CRM with Veriphone
Automatically verify and update phone numbers for new Zoho CRM contacts using Veriphone, ensuring data accuracy and consistency.
Make$3.99Automate Your Lead Nurturing Process with Read Binary File Workflow
This workflow is designed to automate the process of reading binary files, specifically CSV spreadsheets, to enhance lead nurturing efforts within a CRM system. By integrating simple trigger actions and file reading capabilities, users can efficie...
n8n$17.95Efficient YouTube Comment Summarizer for Lead Nurturing
The YouTube Comment Summarizer workflow automates the extraction and summarization of comments from YouTube videos, enabling businesses to gain valuable insights into audience sentiment and engagement. By leveraging AI-powered text processing tool...
n8n$16.15Lead Qualifier (FillOut)
In this flow, triggers whenever someone fills out a form on Fillout. hen, you use Perplexity AI to search for information about the company that was submitted in the form. After that, you have an AI lead scoring step that rates the company from 1 to 10 to see if its a good lead. Depending on that score, if its higher than 4, youll then have another step with Perplexity AI to get more specific details about the company. Finally, you take all that information and enter the company into HubSpot.
Activepieces$2.99Automate Your Calendar Event Tagging with Ease
The Calendar Event Auto-tag workflow is designed to enhance your CRM by automatically tagging calendar events, ensuring that you never miss important details again. By utilizing an efficient sequence of nodes, this automation leverages webhook tri...
n8n$15.1Send leads to Pipedrive from Fillout Forms
This template is part of the [How to automate & maximize lead generation](https://www.youtube.com/watch?v=-9oX7XEISLs&ab_channel=Make) webinar. Maximize sales potential by sending leads to Pipedrive directly from Fillout Forms while eliminating duplicates, ensuring an organized and uncluttered pipeline for optimal results.
Make$4.99Automated Email Body Parsing for Efficient Lead Management
The 'Email Body Parser' workflow is designed to streamline the process of extracting vital information from email communications, particularly for sales and CRM purposes. By utilizing an automated approach, this workflow significantly reduces the ...
n8n$18.84AI Chatbot Call Center: Telegram Demo Callback Output (Prod-Ready)
Production-ready n8n workflow for Telegram output in AI call centers. Handles messages from sub-workflows, provider lookup via Postgres/Redis, optional MiniMax AI voice generation, and error-resilient scaling.
n8n$24.99Add new Facebook Lead Ads leads to Google Sheets for easy tracking
Automatically track new Facebook Lead Ads leads by adding their details to Google Sheets, ensuring organized and accessible lead management.
Make$3.99Sync Typeform leads to Google Sheets for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Typeform leads to Google Sheets. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise. Easily integrate Typeform to Google Sheets to capture leads, find the team of reps in the leads location, and randomly assign a rep to the lead boosting your lead distribution system.
Make$4.99Automate Contact Creation from FunnelCockpit Submissions to HighLevel
Efficiently parse phone numbers from FunnelCockpit form submissions and automatically create new contacts in HighLevel, optimizing your contact management workflow.
Make$3.99Get notified about HubSpot contact updates for Google Ads
This Zap automates the process of tracking and reporting offline conversions from HubSpot to Google Ads. By connecting updated contact information in HubSpot with Google Ads, it ensures that your advertising efforts are accurately reflecting the impact of your offline interactions, allowing for better optimization of your ad campaigns and improved ROI.
Zapier$2.99Declutter Gmail: Archive Inactive Emails with GPT-4
Automatically declutter your Gmail inbox by using GPT-4 to classify and archive old, read emails older than 45 days, keeping only actionable ones.
n8n$14.99Seamlessly Sync Facebook Lead Ads with ActiveCampaign Contacts
Automatically add or update contacts in ActiveCampaign whenever new leads are generated from Facebook Lead Ads. This integration streamlines your marketing workflow, ensuring that your lead data is always up-to-date and ready for effective email campaigns.
Make$2.99Automatically Create Freshsales Leads from New Google Sheets Rows
Streamline your lead generation process by automatically creating new leads in Freshsales whenever a new row is added to your Google Sheets spreadsheet.
Make$2.99Create Salesforce leads or other records from Salesloft and send Slack notifications
Reduce the time taken for new leads to reach your sales team to get the ball rolling by integrating your Sales engagement platform with your Sales CRM and instantly notifying the team when new leads arrive.
Make$4.99Automated Event Tracking in Segment for Lead Nurturing
This workflow automates the tracking of events in Segment to enhance lead nurturing efforts in CRM systems.
n8n$10.03Sticky Note Send Webhook Workflow
This workflow automates the process of sending sticky notes via webhooks, enhancing lead nurturing efforts.
n8n$14.99
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