CRM - Sales Workflows
Customer relationship and sales management
Automate Dynamic DNS Updates with Namecheap
This workflow automates the process of updating dynamic DNS records on Namecheap based on public IP changes.
n8n$12.99Typeform -> 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$3.99Automate Pipedrive Contact Creation from ClickMeeting Registrations
Automatically add new ClickMeeting registrants as contacts in Pipedrive CRM, streamlining your event follow-up process.
MakeFreeSync Facebook leads to Google Sheets for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Facebook 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.
Make$4.99Create 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$3.99Gmail to Telegram: AI Email Summaries with GPT-4o
Automatically summarizes new Gmail emails using OpenAI GPT-4o and sends concise, customizable summaries to Telegram. Perfect for busy professionals avoiding inbox overload.
n8n$14.99Capture Leads and Create Opportunities in SharpSpring
This Zap automates the process of capturing leads from webhooks, filtering them based on specific criteria, and then creating opportunities in SharpSpring after a delay. This ensures that only qualified leads are converted into opportunities, streamlining your sales process and improving conversion rates.
Zapier$2.99Get All Releases in Sentry Automation Workflow
This workflow is designed to automate the process of fetching all releases from Sentry, a popular error tracking and performance monitoring tool. By integrating Sentry with n8n, users can streamline their workflow and ensure they have access to th...
n8n$6.99Midjourney Image Generator via Telegram and GoAPI
This workflow seamlessly integrates Telegram and GoAPI to generate images using the Midjourney model. Users can send text prompts via Telegram, which are then processed to create stunning visuals. This automation not only saves time but also enhan...
n8n$19.99Create Ecomail.cz subscribers from new Google Sheets rows
Every time a new subscriber is added to your Google Sheets spreadsheet, Make will automatically add a new subscriber to a selected Ecomail.cz list. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1G81b-q-iHP-xXUF9qZz8a8_QpnX2RzHOhmO1PISqo9Q/edit?usp=sharing).
Make$2.99Implement a Round Robin Lead Distribution System with Make's Data Store
Enhance your sales team's efficiency by setting up a round robin lead distribution system using Make's data store, ensuring fair and balanced lead assignment.
Make$4.99Automate AI-Ready Vector Dataset Creation with Webhooks
This workflow enables seamless creation of AI-ready vector datasets using webhooks, enhancing data processing efficiency.
n8n$10.72Create 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$3.99Automated 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$11.97Track 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 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 Go4Clients DRIP ( combination of CALL + SMS + EMAIL in any order) to a lead created in Copper
When a lead is created in Copper, Go4Clients will send a DRIP ( combination of EMAIL + SMS + Call in any order ) to the lead. The call could include IVR to transfer the call to one of your sales representatives. You can close the sale immediately.
Make$3.99ConvertKit MCP Server for AI Agents: 15 Operations
Complete zero-config MCP server exposing all 15 ConvertKit Tool operations to AI agents for seamless CRM automation.
n8n$24.99Webhook Extract and Process for Squarespace to Shopify Integration
Automates the extraction of customer profiles from Squarespace and processes them into Shopify via Google Sheets.
n8n$4.99Integrate Google Search Results with OpenAI ChatGPT for Lead Nurturing
Automate the retrieval of Google search results and send them to OpenAI's ChatGPT for enhanced lead nurturing.
Make$19.99Update 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 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$2.99Automate Suspicious Login Detection with Postgres Webhook
This workflow automates the detection of suspicious login activities using Postgres webhooks, enhancing security measures.
n8n$7.67Automatically Sync New Pipedrive Contacts to SendGrid
Seamlessly add new contacts from Pipedrive to your SendGrid mailing list, ensuring your email marketing is always up-to-date.
Make$3.99
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