CRM Automation
434 templates · browse free samples
Follow up upcoming appointments with Google Drive and Outlook automatically
Intermediate crm automation workflow that runs on a schedule and connects Google Drive, Outlook.
Qualify demo requests with HubSpot and Slack with instant alerts
Advanced crm automation workflow that starts from a form and connects HubSpot, Slack.
Qualify inbound leads with HubSpot and Telegram end to end
Beginner crm automation workflow that starts from a form and connects HubSpot, Telegram.
Remind open deals with MySQL and Discord for your team
Intermediate crm automation workflow that runs on a schedule and connects MySQL, Discord.
Enrich contact records with HubSpot and HTTP / REST API automatically for Enrichment
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, MySQL.
Mirror records between tools with HubSpot and Google Sheets for your team
Beginner crm automation workflow that runs on a schedule and connects HubSpot, Google Sheets, Microsoft Teams.
Mirror records between tools with HubSpot and MySQL for your team for Deal Updates
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, MySQL, Slack.
Mirror contacts across systems with HubSpot and Notion
Expert crm automation workflow that runs on a schedule and connects HubSpot, Notion, Telegram.
Route demo requests with HubSpot and Outlook at scale
Intermediate crm automation workflow that starts from a form and connects HubSpot, Outlook.
Follow up open deals with Google Drive and Twilio end to end
Intermediate crm automation workflow that runs on a schedule and connects Google Drive, Twilio.
Follow up open deals with Google Drive and Telegram and log the results
Advanced crm automation workflow that runs on a schedule and connects Google Drive, Telegram.
Remind upcoming appointments with Airtable and Microsoft Teams hands-free
Intermediate crm automation workflow that runs on a schedule and connects Airtable, Microsoft Teams.
Capture inbound leads with HubSpot and Twilio with instant alerts
Intermediate crm automation workflow that starts from a form and connects HubSpot, Twilio.
Enrich company profiles with HubSpot and HTTP / REST API and log the results for Deal Updates
Beginner crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, MySQL.
Route inbound leads with HubSpot and Slack in real time
Intermediate crm automation workflow that starts from a form and connects HubSpot, Slack.
Replicate contacts across systems with HubSpot and Google Sheets without manual work
Expert crm automation workflow that runs on a schedule and connects HubSpot, Google Sheets, Telegram.
Enrich contact records with HubSpot and HTTP / REST API for Enrichment (08184)
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Google Drive.
Qualify demo requests with HubSpot and Telegram in real time
Advanced crm automation workflow that starts from a form and connects HubSpot, Telegram.
Capture inbound leads with HubSpot and Outlook without manual work
Intermediate crm automation workflow that starts from a form and connects HubSpot, Outlook.
Enrich contact records with HubSpot and HTTP / REST API for Enrichment (08291)
Advanced crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Google Sheets.
Remind open deals with Google Drive and Microsoft Teams
Intermediate crm automation workflow that runs on a schedule and connects Google Drive, Microsoft Teams.
Qualify inbound leads with HubSpot and Slack in real time
Intermediate crm automation workflow that starts from a form and connects HubSpot, Slack.
Qualify demo requests with HubSpot and Outlook 24/7
Advanced crm automation workflow that starts from a form and connects HubSpot, Outlook.
Augment contact records with HubSpot and HTTP / REST API with instant alerts for Contact Sync
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Google Drive.