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Tag: CRM

Automation workflows and templates

299 workflows available • Page 1 of 3

Showing 100 of 100 workflows
NameAuthorTagsPriceLast UpdatedActions
Generate Single-Use Personalized Calendly Links with Google Sheets Tracking & Slack AlertsOmer Fayyaz
CRM
FreeLast update 10 hours agoOpen
Generate AI Sales Proposals from Transcripts using Azure OpenAI, PandaDoc & Slack ApprovalSparsh From Automation Jinn
CRMMultimodal AI
FreeLast update 10 hours agoOpen
Automatically Sync Beex Leads to HubSpot (Create & Update)Beex
CRM
FreeLast update 10 hours agoOpen
Automate Marketing Leads Import from Google Sheets to Airtable CRMGuy
CRM
FreeLast update 14 hours agoOpen
Analyze Customer Sentiment with Zoho CRM, Google Gemini & Send Gmail AlertsWeblineIndia
CRMAI Summarization
FreeLast update 4 days agoOpen
Analyze Call Recordings with OpenAI and Update Zoho CRM Leads AutomaticallyWeblineIndia
CRMAI Summarization
FreeLast update 7 days agoOpen
Order Processing with Google Sheets and Slack: Inventory Checks and AlertsSatoshi
CRM
FreeLast update 4 days agoOpen
Workflow for Two-Way Sync Between Airtable and HubSpotEhsan
CRM
FreeLast update 9 days agoOpen
Sales CRM Chatbot with GPT-4o-mini, Google Sheets Lookup & MemoryRahul Joshi
CRMAI Chatbot
FreeLast update 9 days agoOpen
Sync HighLevel CRM to Google Sheets with GPT-4o Daily Reports via GmailRahul Joshi
CRMAI Summarization
FreeLast update 9 days agoOpen
Automated Sales Proposal & Summary Generator using GPT-4o, Sheets, Drive & GmailRahul Joshi
CRMMultimodal AI
FreeLast update 9 days agoOpen
Analyze Sales Call Objections with Fireflies Transcripts, GPT-4o, and Slack FeedbackAvinash Raju
CRMAI Summarization
FreeLast update 12 days agoOpen
Fetch Odoo Customer Data and Export to JSON or ExcelV3 Code Studio
CRM
FreeLast update 5 days agoOpen
Automate Sales Order Prioritization with ERP-WMS-TMS Integration Based on SLA TiersOneclick AI Squad
CRM
FreeLast update 2 days agoOpen
Automated QuickBooks Sales Anomaly Detector with Professional Email AlertsElegant Biztech
CRM
$10Last update 6 days agoOpen
Smart CSM Assignment & AI Welcome Emails for HubSpot Deal Wins with GmailPollupAI
CRMMultimodal AI
FreeLast update 2 days agoOpen
Shopify & WooCommerce Inventory Sync with Google Sheets AlertsCheng Siong Chin
CRM
FreeLast update 10 days agoOpen
Client Review Collection & Sentiment Analysis with HighLevel, GPT-4o, Gmail & SlackRahul Joshi
CRMMultimodal AI
FreeLast update 22 days agoOpen
Automate Inactive Deal Cleanup from GoHighLevel to Slack and SheetsRahul Joshi
CRM
FreeLast update 3 days agoOpen
Transcribe & Summarize GoHighLevel Call RecordingsBelen
CRMAI Summarization
FreeLast update 8 days agoOpen

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CRM Workflows - n8n Automation Solutions