CRM Automation
434 templates · browse free samples
Capture inbound leads with HubSpot and Twilio automatically
Beginner crm automation workflow that starts from a form and connects HubSpot, Twilio.
Qualify demo requests with HubSpot and Gmail in real time
Expert crm automation workflow that starts from a form and connects HubSpot, Gmail.
Enrich company profiles with HubSpot and HTTP / REST API for Deal Updates
Expert crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, PostgreSQL.
Follow up upcoming appointments with Airtable and Outlook for your team
Beginner crm automation workflow that runs on a schedule and connects Airtable, Outlook.
Remind upcoming appointments with PostgreSQL and Slack for your team
Intermediate crm automation workflow that runs on a schedule and connects PostgreSQL, Slack.
Augment company profiles with HubSpot and HTTP / REST API for Deal Updates
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Google Sheets.
Re-engage upcoming appointments with PostgreSQL and Telegram and log the results
Beginner crm automation workflow that runs on a schedule and connects PostgreSQL, Telegram.
Capture demo requests with HubSpot and Discord without manual work
Beginner crm automation workflow that starts from a form and connects HubSpot, Discord.
Mirror contacts across systems with HubSpot and Google Drive without manual work
Beginner crm automation workflow that runs on a schedule and connects HubSpot, Google Drive, Telegram.
Qualify inbound leads with HubSpot and Telegram without manual work
Advanced crm automation workflow that starts from a form and connects HubSpot, Telegram.
Augment company profiles with HubSpot and HTTP / REST API for Contact Sync
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Airtable.
Route inbound leads with HubSpot and Slack on autopilot
Advanced crm automation workflow that starts from a form and connects HubSpot, Slack.
Replicate contacts across systems with HubSpot and Notion for your team
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, Notion, Discord.
Replicate contacts across systems with HubSpot and MySQL for your team
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, MySQL, Microsoft Teams.
Clean company profiles with HubSpot and HTTP / REST API for Deal Updates
Advanced crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Airtable.
Mirror records between tools with HubSpot and PostgreSQL for your team
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, PostgreSQL, Gmail.
Enrich company profiles with HubSpot and HTTP / REST API at scale for Follow-ups
Advanced crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, MySQL.
Augment company profiles with HubSpot and HTTP / REST API for Enrichment
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Google Sheets.
Route demo requests with HubSpot and Slack with instant alerts
Intermediate crm automation workflow that starts from a form and connects HubSpot, Slack.
Re-engage upcoming appointments with PostgreSQL and Outlook
Intermediate crm automation workflow that runs on a schedule and connects PostgreSQL, Outlook.
Follow up open deals with Notion and Outlook without manual work
Advanced crm automation workflow that runs on a schedule and connects Notion, Outlook.
Qualify inbound leads with HubSpot and Gmail for your team
Advanced crm automation workflow that starts from a form and connects HubSpot, Gmail.
Enrich contact records with HubSpot and HTTP / REST API without manual work for Follow-ups
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Notion.
Re-engage open deals with MySQL and Microsoft Teams
Intermediate crm automation workflow that runs on a schedule and connects MySQL, Microsoft Teams.