CRM Automation
434 templates · browse free samples
Capture demo requests with HubSpot and Microsoft Teams with instant alerts
Beginner crm automation workflow that starts from a form and connects HubSpot, Microsoft Teams.
Replicate records between tools with HubSpot and Airtable in real time for Deal Updates
Advanced crm automation workflow that runs on a schedule and connects HubSpot, Airtable, Telegram.
Mirror records between tools with HubSpot and MySQL hands-free
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, MySQL, Outlook.
Mirror records between tools with HubSpot and Airtable end to end
Beginner crm automation workflow that runs on a schedule and connects HubSpot, Airtable, Twilio.
Remind open deals with Notion and Microsoft Teams at scale
Beginner crm automation workflow that runs on a schedule and connects Notion, Microsoft Teams.
Remind upcoming appointments with Google Drive and Telegram at scale
Advanced crm automation workflow that runs on a schedule and connects Google Drive, Telegram.
Augment company profiles with HubSpot and HTTP / REST API end to end for Enrichment (07962)
Advanced crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Google Sheets.
Remind open deals with Notion and Outlook hands-free
Advanced crm automation workflow that runs on a schedule and connects Notion, Outlook.
Re-engage upcoming appointments with Notion and Discord 24/7
Intermediate crm automation workflow that runs on a schedule and connects Notion, Discord.
Mirror contacts across systems with HubSpot and Airtable hands-free
Beginner crm automation workflow that runs on a schedule and connects HubSpot, Airtable, Slack.
Clean company profiles with HubSpot and HTTP / REST API for your team for Enrichment
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Notion.
Re-engage upcoming appointments with Airtable and Outlook and log the results
Intermediate crm automation workflow that runs on a schedule and connects Airtable, Outlook.
Remind open deals with PostgreSQL and Outlook for your team
Intermediate crm automation workflow that runs on a schedule and connects PostgreSQL, Outlook.
Replicate records between tools with HubSpot and Notion hands-free
Beginner crm automation workflow that runs on a schedule and connects HubSpot, Notion, Slack.
Augment company profiles with HubSpot and HTTP / REST API for your team for Follow-ups (08303)
Advanced crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Notion.
Clean company profiles with HubSpot and HTTP / REST API for Deal Updates (08308)
Advanced crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, PostgreSQL.
Augment company profiles with HubSpot and HTTP / REST API in real time for Enrichment (08319)
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, Google Drive.
Remind open deals with PostgreSQL and Telegram hands-free
Advanced crm automation workflow that runs on a schedule and connects PostgreSQL, Telegram.
Capture demo requests with HubSpot and Telegram
Advanced crm automation workflow that starts from a form and connects HubSpot, Telegram.
Route inbound leads with HubSpot and Outlook 24/7
Expert crm automation workflow that starts from a form and connects HubSpot, Outlook.
Capture inbound leads with HubSpot and Discord with instant alerts
Intermediate crm automation workflow that starts from a form and connects HubSpot, Discord.
Sync records between tools with HubSpot and MySQL in real time
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, MySQL, Outlook.
Clean contact records with HubSpot and HTTP / REST API end to end for Contact Sync
Intermediate crm automation workflow that runs on a schedule and connects HubSpot, HTTP / REST API, MySQL.
Mirror contacts across systems with HubSpot and Google Drive automatically
Advanced crm automation workflow that runs on a schedule and connects HubSpot, Google Drive, Slack.