Tag: CRM

Automation workflows and templates

299 workflows available • Page 3 of 3

Showing 99 of 99 workflows

Name	Author	Tags	Price	Last Updated	Actions
CallForge - 04 - AI Workflow for Gong.io Sales Calls	Angel Menendez	CRM AI Summarization	Free	Last update 7 months ago	Open
CallForge - 03 - Gong Transcript Processor and Salesforce Enricher	Angel Menendez	CRM AI Summarization	Free	Last update 7 months ago	Open
CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization	Angel Menendez	CRM AI Summarization	Free	Last update 7 months ago	Open
CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage	Angel Menendez	CRM	Free	Last update 7 months ago	Open
2-way Sync Google Contacts and Notion	Solomon	CRM	$7	Last update 5 months ago	Open
Save Hotmart events to Google Sheets	Solomon	CRM	$5	Last update 9 months ago	Open
Smartlead to HubSpot Performance Analytics	victor de coster	CRM	Free	Last update 9 months ago	Open
Automatically Correct Wrong Shipping Addresses in Billbee Orders	Simon	CRM	Free	Last update 10 months ago	Open
Entra Contacts to Zammad User Sync	Sirhexalot	CRM	Free	Last update 10 months ago	Open
Automate Sales Meeting Prep with AI & APIFY Sent To WhatsApp	Jimleuk	CRM AI Summarization	Free	Last update 10 months ago	Open
Notify on Telegram When a New Order is Created in WooCommerce 📦	AmirHossein MnasouriZade	CRM	Free	Last update 10 months ago	Open
Call analyzer with AssemblyAI transcription and OpenAI assistant integration	Mark Shcherbakov	CRM AI Summarization	Free	Last update a year ago	Open
TwentyCRM event based updates on selective messaging channels with logs	sateshcharan	CRM	Free	Last update a year ago	Open
Integrate Xero with FileMaker using Webhooks	Stathis Askaridis	CRM	Free	Last update a year ago	Open
Send events to Facebook Events Manager using the Meta Conversions API	Solomon	CRM	$7	Last update 5 months ago	Open
Store new orders to Airtable and summarize daily orders through email	Jay Hartley	CRM	Free	Last update a year ago	Open
Replicate Line Items on New Deal in HubSpot and notify with Slack	Arnaud MARIE	CRM	Free	Last update a year ago	Open
Summarize emails and save them as notes on sales opportunity in Odoo	Mihai Farcas	CRM AI Summarization	Free	Last update a year ago	Open
ERP AI chatbot for Odoo sales module with OpenAI	Mihai Farcas	CRM AI Chatbot	Free	Last update a year ago	Open
Classify lemlist replies using OpenAI and automate reply handling	Lucas Perret	CRM AI Summarization	Free	Last update a year ago	Open

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