Tag: CRM

Automation workflows and templates

299 workflows available • Page 2 of 3

Showing 100 of 100 workflows

Name	Author	Tags	Price	Last Updated	Actions
Enrich Hubspot Companies with Bedrijfsdata.nl	Olivier	CRM	Free	Last update 2 months ago	Open
Automate Loan Agency Lead Management with Twilio, Google Sheets & Drive	Marth	CRM	$2	Last update 2 months ago	Open
AI Proposal Generator	Abdul Mir	CRM Multimodal AI	Free	Last update 2 months ago	Open
Sync Shopify Customer Order Data to Airtable with Auto-Updates	Mohammed Abid	CRM	Free	Last update 2 months ago	Open
Automatically Transfer Shopify Order Data to Structured Airtable Records	Mohammed Abid	CRM	Free	Last update 2 months ago	Open
Automate Service Booking & Payment with WhatsApp and Xendit	Khairul Muhtadin	CRM	Free	Last update 2 months ago	Open
Generate Dynamic Sales Pipeline Metrics for Slack using Airtable	James Carter	CRM	Free	Last update 2 months ago	Open
Automatically Send Daily Sales Reports from Square via Gmail	Rosh Ragel	CRM	Free	Last update 2 months ago	Open
Automatically Import Square Sales Summary Reports into Google Sheets	Rosh Ragel	CRM	Free	Last update 2 months ago	Open
Automate Sales Pipeline with HubSpot CRM, ScrapeGraphAI & Google Sheets Dashboard	vinci-king-01	CRM AI Summarization	Free	Last update 2 months ago	Open
Generate Daily Sales Reports from Google Sheets with Formatted Email Summaries	Rahul Joshi	CRM	$25	Last update 2 months ago	Open
Send Real-Time Zoho Ecommerce Order Notifications via Email	Rahul Joshi	CRM	$25	Last update 2 months ago	Open
Automate E-commerce Orders, Inventory & Feedback with Slack, Sheets & Gmail	Marth	CRM	$5	Last update a month ago	Open
Pull Square Sales Summary Reports for Automated Reporting and Analysis	Rosh Ragel	CRM	Free	Last update 2 months ago	Open
Client Onboarding Automation: Tally Forms to Google Drive, Notion & Slack	Muhammad Ahmad	CRM	Free	Last update 2 months ago	Open
Track Demo Bookings with Google Calendar to Meta Conversions API Integration	Marcelo Abreu	CRM	Free	Last update 2 months ago	Open
Create & Send Client Session Summaries from Zoom Meetings via Gmail and Airtable	LuisBetancourt.co	CRM	Free	Last update 2 months ago	Open
Manage Stripe Data using Natural Language with Kimi K2 via OpenRouter	Aitor \| 1Node	CRM AI Chatbot	Free	Last update 2 months ago	Open
Sync Cal.com Meeting Bookings to Notion with Contact Management	Simone Smerilli	CRM	Free	Last update 2 months ago	Open
Auto-Generate Sales Meeting Briefs with GPT-4, LinkedIn Data & WhatsApp Delivery	Oneclick AI Squad	CRM AI Summarization	Free	Last update 2 months ago	Open

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