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.Make31,680Free
- 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 themMake3$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.Make303Free
- 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.Make437$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 sMake359$2.99
- 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 Make729$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.Make1Free
- 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 enMake177$9.99
- 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.Make153$4.99
- Add new leads from Facebook Lead Ads to Google SheetsAutomatically add new Facebook Lead Ads leads to Google Sheets, ensuring your lead data is organized and accessible for streamlined tracking and follow-up.Make8$3.99
- 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
- Automatically Add Prospects to Woodpecker from Typeform ResponsesStreamline your lead generation by automatically creating prospects in Woodpecker from new Typeform responses.Make1Free
- Create a new deal in Pipedrive from a new participant in WooboxWhen a new participant fills a form in Woobox, their e-mail is verified using MailboxValidator. If the e-mail is valid, a new person and deal are created in PipMake1$4.99
- Automatically Verify and Tag New SendX Contacts Using NeverBounceThis workflow verifies the email addresses of new SendX contacts using NeverBounce and automatically tags them in SendX, ensuring your contact list is accurate Make1$3.99
- Sync New Wishpond Leads to Agile CRM as ContactsAutomatically create contacts in Agile CRM for every new lead captured in Wishpond, ensuring your CRM is always up-to-date.Make1Free
- Send an opportunity from RD Station to InfusionsoftEvery time an opportunity is created in RD Station Marketing, Make will automatically send it to Infusionsoft, creating or updating a Contact so you can add it Make4$2.99
- Create a Reply.io contacts from a new Google Contacts and push it to a sequenceEvery time a new Google Contacts contact is created, Make will automatically create a contact in Reply.io and push it to a campaign (sequence).Make1Free
- Get Business Data for Monday CRM leads with DataForSEOAutomatically enrich your Monday CRM leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical informatiMake7$3.99
- Sync New Livestorm Registrants with ActiveCampaign ContactsAutomatically create or update ActiveCampaign contacts whenever a new registrant signs up in Livestorm. This ensures your contact list is always up-to-date withMake6$2.99
- Automatically Add New Ticket Tailor Buyers to Sendlane ContactsThis workflow monitors new orders in Ticket Tailor and automatically adds the buyers as contacts in Sendlane, ensuring your contact list is always up-to-date.Make1$2.99
- Automate Lead Extraction from Emails to Keap with ChatGPTStreamline your lead management by extracting data from emails using ChatGPT and seamlessly transferring it to Keap. This workflow ensures consistent data formaMake76$4.99
- Sync New GoodBarber eCommerce Leads with ActiveCampaign ContactsAutomatically create or update contacts in ActiveCampaign whenever a new lead is generated in GoodBarber eCommerce.Make2Free
- Sync HubSpot CRM Contacts to Campaign Monitor SubscribersAutomatically add new contacts from a specified HubSpot CRM list to Campaign Monitor as subscribers, ensuring your email marketing list is always up-to-date.Make11$2.99
- Automate Google Sheets Updates with New SharpSpring LeadsAutomatically update your Google Sheets with new lead information from SharpSpring every 15 minutes, ensuring your data is always current and accessible.Make12$2.99
- Automatically Log Yodel.io Inbound Calls as Notes in KommoAutomatically create a note in Kommo for every inbound call received from a specific phone number via Yodel.io, ensuring important call details are logged efficMake6$2.99
- Automate Lead Capture and Data Transfer from Facebook Lead AdsAutomatically capture new leads from Facebook Lead Ads and send their details along with form data via an HTTP action, streamlining your lead management processMake31$4.99
- 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
- Automate Lead Creation in Zoho CRM from RD Station OpportunitiesAutomatically transfer new opportunities from RD Station to Zoho CRM, creating leads to streamline your sales process.Make11Free
- Automate Odoo CRM Lead Creation from New Typeform ResponsesAutomatically create leads in Odoo CRM from new responses submitted through Typeform, streamlining your lead management process.Make50Free
- Automatically assign Facebook Leads by location via SalesforceAutomate the allocation of new Facebook leads to your sales reps with precision. Our Salesforce-based solution identifies the sales rep for each leads location Make12$3.99
- Automate Lead Creation in noCRM from Facebook Lead Ads SubmissionsAutomatically create a new lead in noCRM whenever a new lead is generated from Facebook Lead Ads. Ensure your Facebook form collects at least an email address tMake23$2.99
- Capture new leads from Facebook Lead Ads and send data to your systemCapture new leads from Facebook Lead Ads and automatically send their data to your system using Makes integration with Facebook and HP modules.Make13$3.99
- Automate Monday.com Item Creation from Elementor Form SubmissionsAutomatically create items in Monday.com from new form submissions on your Elementor site, streamlining lead management and enhancing team productivity.Make81$2.99
- 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
- Add contacts to SendPulse from ClickFunnels leadsAutomatically add new ClickFunnels leads to your SendPulse contact list, ensuring your email marketing campaigns reach every potential customer.Make3Free
- Sync New Salesmate CRM Contacts to iOS DevicesAutomatically synchronize new contacts from Salesmate CRM to your Apple iOS device, ensuring your contact list is always up-to-date.Make5Free
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