CRM - Sales Workflows
Customer relationship and sales management
Automate Weekly Sales Metrics Reporting from Airtable to Slack
This workflow automatically generates a comprehensive weekly sales report from Airtable and delivers it to Slack. It calculates essential sales metrics such as total pipeline value, weighted pipeline, top deal, closed revenue, and win rate, all formatted for easy readability in Slack.
n8n$9.99Automate 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$9.99Add and Update ActiveCampaign new contacts as a Placetel contacts
Every time a new contact is created in ActiveCampaign, Make will automatically add that contact to Placetel as a new contact or update existing contact.
Make$3.99Automatically Add New Wufoo Form Entries as Contacts in GetResponse
Streamline your contact management by automatically creating new contacts in GetResponse whenever a Wufoo form is completed.
MakeFreeSync 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$4.99Track HubSpot Deals and Optimize Google Ads Conversions
This Zap automates the process of tracking and reporting offline conversions in Google Ads based on updated deal stages in HubSpot. By connecting these two platforms, it ensures that your marketing efforts are accurately reflected in your advertising performance, allowing for better decision-making and optimization of your campaigns.
Zapier$2.99Create a sales note in ActiveDEMAND from an Airtable record
This scenario lets you export Airtable records into ActiveDEMAND as a sales note. In order for it to work your Airtable table has to look like [this](https://airtable.com/shrAZmy1wK3qROb9f).
Make$3.99Create new leads in SharpSpring from new Mailchimp subscribers
This template periodically checks for new subscribers in Mailchimp and uses the retrieved information to create new leads in SharpSpring. The template expects your MailChimp list to have at least these fields besides email: 1) First name 2) Last name The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Make$2.99Send 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$4.99HubSpot Contact Enrichment with Lusha Auto-Lookup
Automatically enrich HubSpot contacts with missing data using Lusha. Searches for contacts needing enrichment, finds additional contact details, and updates HubSpot records with emails, phones, and company info. How it works: 1. Searches HubSpot for contacts missing key data (email, phone, company details) 2. Uses Lusha to find additional contact information based on available data 3. Updates the original HubSpot contact record with enriched details 4. Processes contacts efficiently while preserving existing data Perfect for: - Sales teams wanting complete contact profiles - Marketing teams building comprehensive contact databases - Lead qualification and contact scoring workflows - Maintaining clean, enriched CRM data automatically Key benefits: - Only processes contacts that actually need enrichment - Preserves all existing HubSpot data and properties - Automatic data validation and formatting - Scheduled or triggered execution options Setup requirements: - HubSpot CRM access with contact permissions - Lusha API access for contact lookup - Contacts with at least name + company or LinkedIn profile The template includes smart filtering to avoid unnecessary API calls and ensures your HubSpot data stays clean and up-to-date with the latest contact information.
Make$3.99Typeform -> 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. The 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.
Make$3.99Create or update contacts in Teamleader from new leads in Sharpspring
This template regularly checks for new leads in SharpSpring and uses the retrieved information to create or update contacts in Teamleader. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module. We use email address as the key between the two systems.
Make$3.99Update contacts in HubSpot CRM based on subscription status in MailChimp
This template will allow you to create a scenario that will be watching for subscribers in MailChimp and report status (subscribed/unsubscribed) changes to HubSpot CRM. You can adjust or expand the scenario to suit your needs.
Make$2.99Create a new Airtable record from a new LinkedIn Lead Gen Forms submission
Every time a new LinkedIn Lead Gen Forms submission is collected, a new record with lead details will be created in Airtable. This template expects your LinkedIn form and Airtable table to contain at least these fields: 1) First name 2) Last name 3) Company name 4) Email address 5) Phone number
Make$3.99Create or update a contact when a new row is added to a Google Sheet
Every time a new row is added in Google Sheets, Make will automatically create or update a contact in Mautic. This example uses the sheet [in this link](https://docs.google.com/spreadsheets/d/1U5Y_YuhlwkmssgLdtVX7_DQNYvM9l-8ftMdoVPhp2GA/edit#gid=0).
Make$2.99Sync 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$2.99Add new Salesflare opportunities to a Google Sheets spreadsheet as new rows
Every time a new opportunity is created in Salesflare, Make will automatically add that opportunity to a new row in a Google Sheets spreadsheet. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1ht1Je-EFhJQwZQp1OVjdNt6aVGeS62SN3JaHCthI1s/edit?usp=sharing).
Make$2.99AI-Powered Chatbot with MySQL Database Integration
Build a natural language chatbot that queries MySQL databases using AI Agent, with conversation history for contextual responses.
n8n$14.99Connect 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
Make$3.99Smart 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 ...
n8n$4.26Transform Candidate Resumes to Image for Enhanced ATS Compliance
This workflow is designed to automate the process of converting candidate resumes from PDF format into images. By leveraging Vision Language Model (VLM) technology, it effectively assesses whether a candidate's resume aligns with specific job requ...
n8n$10.35Automate HubSpot Deal Creation from Website Form Submissions
Automatically capture form submissions from your website and create corresponding deals in HubSpot CRM to ensure timely follow-ups and improve sales efficiency.
Zapier$2.99Automated Daily Product Hunt Post Fetching Workflow
This workflow automates the process of fetching daily posts from Product Hunt via API, enhancing lead nurturing efforts.
n8n$11.97Automated 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$10.03
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