WorkflowCrate

Lead Gen & CRM Specialist Pack

20 templates for sales-ops, agency, and marketing-automation freelance work.

Audience
Learners targeting sales-ops and agency automation work
Skill level
Core → Production, single-category deep dive
Learning outcome
Can build and sell CRM/lead-gen automations professionally.

Difficulty progression

Templates are ordered simple → complex. Node counts and architecture are pulled directly from the real catalog — nothing here is padded.

Core5
Advanced7
Production6
Architect2

Curriculum (20 templates, in order)

  1. 1CoreLog form submissions with Google Sheets and Discord for your team12 nodes
  2. 2CoreCapture form submissions with PostgreSQL and Telegram on autopilot12 nodes
  3. 3CoreRemind open deals with Google Sheets and Slack with instant alerts13 nodes
  4. 4CoreFollow up upcoming appointments with Airtable and Gmail with instant alerts13 nodes
  5. 5CoreRe-engage open deals with PostgreSQL and Microsoft Teams13 nodes
  6. 6AdvancedCapture demo requests with HubSpot and Telegram and log the results15 nodes
  7. 7AdvancedClean company profiles with HubSpot and HTTP / REST API without manual work for Follow-ups15 nodes
  8. 8AdvancedQualify inbound leads with HubSpot and Outlook end to end15 nodes
  9. 9AdvancedEnrich contact records with HubSpot and HTTP / REST API for Deal Updates15 nodes
  10. 10AdvancedCapture inbound leads with HubSpot and Discord 24/715 nodes
  11. 11AdvancedClean company profiles with HubSpot and HTTP / REST API without manual work for Deal Updates15 nodes
  12. 12AdvancedQualify demo requests with HubSpot and Discord automatically15 nodes
  13. 13ProductionSave form submissions with Google Drive and Microsoft Teams automatically17 nodes
  14. 14ProductionLog form submissions with Google Drive and Microsoft Teams without manual work17 nodes
  15. 15ProductionFollow up open deals with PostgreSQL and Slack on autopilot18 nodes
  16. 16ProductionRemind open deals with Notion and Telegram without manual work18 nodes
  17. 17ProductionFollow up with leads with Google Drive and Telegram with instant alerts20 nodes
  18. 18ProductionEnrich company profiles with HubSpot and HTTP / REST API for Deal Updates20 nodes
  19. 19ArchitectSave form submissions with Google Sheets and Slack with instant alerts28 nodes
  20. 20ArchitectMirror records between tools with HubSpot and Notion hands-free31 nodes