Make CRM - Sales Workflows
252 ready-to-import Make crm - sales workflows. Every template below is a real, downloadable Make build — import it and start automating.
Make CRM - Sales templates
- Automate Facebook Lead Ads to Google Sheets IntegrationEffortlessly transfer new leads from Facebook Lead Ads to Google Sheets for streamlined management and enhanced productivity.Make2Free
- Automate Contact Creation and Group Assignment in Front from Google FormsEfficiently create and organize contacts in Front by automating the process from Google Forms submissions. Enhance contact data with Clearbit before adding themMake$3.99
- Log Won HubSpot Deals to Excel with Automated Commission CalculationAutomatically track closed deals from HubSpot CRM by logging them into a Microsoft 365 Excel worksheet, complete with calculated sales commissions.MakeFree
- Automate Company Data Enrichment and Lead Creation with NotificationsEnhance company data using ChatGPT, create Salesforce leads, and receive Slack notifications to streamline business processes and improve team communication.Make$4.99
- Automate Pipedrive Deal Management from Calendly EventsAutomatically create or close deals in Pipedrive based on new or canceled events in Calendly. Streamline your sales process by ensuring your CRM reflects your sMake$2.99
- Sync noCRM.io Leads to Airtable RecordsAutomatically transfer leads from noCRM.io to Airtable, ensuring your data is up-to-date across platforms.MakeFree
- Pipedrive -> ClickUpYour sales manager is probably using Pipedrive CRM in order to track your prospect sales cycle. However, once a deal is negotiated and closed, the rest of your Make$2.99
- Automatically Add LinkedIn Leads to ActiveCampaign as ContactsSeamlessly create new contacts in ActiveCampaign whenever a lead is submitted through LinkedIn Lead Gen Forms, ensuring your CRM is always up-to-date.Make$4.99
- Automate HubSpot Deal Creation from LinkedIn Leads and Slack NotificationsAutomatically create a new deal in HubSpot CRM from LinkedIn Lead Gen Forms submissions and send a notification to Slack. Streamline your lead management and enMake$9.99
- Transforming Executive Stress into Clarity: A Deep Dive WorkflowA workflow designed to help executives reflect on their challenges and insights through guided prompts.Make$19.99
- Automate Lead Nurturing: Google Results to Airtable IntegrationThis workflow automates the process of gathering Google search results for car dealerships based on specified cities and seamlessly adds them to Airtable. By leMake$14.99
- [FIX] Auto-Publish Images to TwitterX: Streamline Your Social Media SharingThis workflow is designed to automate the process of publishing images to TwitterX, enhancing your social media strategy by ensuring timely and consistent postsMake$18.54
- Automate Article Export from Inoreader to Google SheetsSeamlessly export your favorite Inoreader articles to Google Sheets for better organization and accessibility.Make$12.99
- Streamline Your Sales Process: Post-Meeting Transcription & GPT TrainingThis workflow is designed to enhance your sales team's efficiency by automating the transcription of post-meeting discussions and leveraging AI to train intelliMake$18.24
- Automate Google Sheets Updates from ArcGIS Field Maps FeaturesSeamlessly update your Google Sheets with new rows from ArcGIS Field Maps features to enhance lead management.Make$16.99
- Find Local Business Leads in Just 30 MinutesThis workflow automates the process of finding local business leads efficiently by leveraging the power of Apify's web scraping capabilities. Within just 30 minMake$14.99
- Integrate Google Search Results with OpenAI ChatGPT for Lead NurturingAutomate the retrieval of Google search results and send them to OpenAI's ChatGPT for enhanced lead nurturing.Make$19.99
- Automatically Add New Leads from Happierleads to ActiveCampaignThis workflow automatically transfers new leads generated in Happierleads to ActiveCampaign, creating or updating contacts seamlessly.MakeFree
- Streamline Facebook Lead Ads to Google Sheets and External AppsEfficiently transfer new Facebook Lead Ads data to Google Sheets and external applications using HTTP requests, enhancing lead management and integration.Make$3.99
- Email Validation Regex Method for CRM AutomationThis workflow automates the process of validating email addresses in CRM systems using a regex method. By implementing this regex validation technique, users caMake$14.99
- Automated Outbound SDR Engagement Workflow for B2B ProspectsEnhance your sales outreach with this automated workflow designed for SDRs to engage B2B prospects effectively.Make$9.39
- Add new Salesflare opportunities to a Google Sheets spreadsheet as new rowsEvery time a new opportunity is created in Salesflare, Make will automatically add that opportunity to a new row in a Google Sheets spreadsheet. he template useMake$2.99
- Sync Contactually CRM Contacts with Mailchimp SubscribersAutomatically synchronize new contacts from Contactually CRM with your Mailchimp subscriber list, ensuring your email marketing is always up-to-date.MakeFree
- Create GetResponse contacts from new submitted forms in ConvertBoxEvery time a new form is submitted in ConvertBox, Make will automatically create a new contact in GetResponse.Make$3.99
- Sync New Freshsales Contacts to Google Contacts AutomaticallyAutomatically synchronize new contacts from Freshsales to Google Contacts, ensuring your contact list is always up-to-date.MakeFree
- Filter and Sync Teamgate CRM Deals to Facebook Offline ConversionsAutomatically filter deals from Teamgate CRM based on specified criteria and sync them to Facebook Offline Conversions for enhanced marketing insights.Make$3.99
- Automatically Add New Survey Anyplace Respondents to Google ContactsThis workflow seamlessly integrates Survey Anyplace with Google Contacts, ensuring that every new survey respondent is automatically added to your contact list,Make$3.99
- Create/update contacts in HubSpot CRM from new one time sales in Plug&PaidEvery time a new one time sale is created in Plug&Paid, a new contact will be added to HubSpot CRM (or an existing one will get updated).MakeFree
- Automate Contact Enrichment and Sales NotificationsEnhance new HubSpot contacts with Clearbit data, then automatically upload them to Salesforce and Salesloft. Notify your sales team instantly via Slack.Make$4.99
- Send new leads from Pipedrive to Facebook Conversions APIWhen a new lead is created in Pipedrive CRM, a new event â“lead is sent to Facebook Conversions API. Since it is not triggered instantly, the scenario is scheMake$3.99
- Automate Lead Integration from Copper to ActiveCampaign with Go4Clients Email AlertsAutomatically add new leads from Copper to ActiveCampaign and send email alerts via Go4Clients for seamless lead management.Make$3.99
- Automatically Sync New Happierleads with Mailchimp SubscribersSeamlessly integrate Happierleads with Mailchimp to automatically add or update subscribers whenever a new lead is generated.MakeFree
- Automatically Add New Airtable Records to Zoho CRM as ContactsStreamline your contact management by automatically creating Zoho CRM contacts from new Airtable records. This workflow ensures that your CRM is always up-to-daMake$2.99
- Seamlessly Transfer noCRM.io Leads to Google SheetsAutomatically import leads from noCRM.io into Google Sheets, organizing them by Lead ID, Title, Description, Status, and Step for streamlined data management.Make$2.99
- Automate Contact Creation in Sendinblue from Facebook Lead AdsStreamline your marketing efforts by automatically adding new leads from Facebook Lead Ads as contacts in Sendinblue. This workflow ensures accurate contact creMake$3.99
- Enhance Salesforce Leads with DataForSEO Traffic InsightsAutomatically enrich Salesforce lead records with search traffic data from DataForSEO to prioritize sales efforts and improve outcomes.Make$3.99
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