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CentralStationCRM + EchtPost: postcards sent on tag
When a contact is tagged in CentralStationCRM, EchtPost sends a postcard automatically. No copying addresses,…
Client Onboarding & Offboarding Workflows
Browse 140 Client Onboarding & Offboarding automation workflows
n8n
Beex to HubSpot, leads synced with clean contacts
Sync Beex leads into HubSpot as clean contacts. No copy paste, fewer duplicates, faster follow…
n8n
Vapi + Google Sheets: call new leads right away
Send new form leads into Vapi and log details in Google Sheets. Faster first contact,…
n8n
Google Sheets to Vapi, instant lead follow-up calls
New Google Sheets leads trigger Vapi calls with personalized intros. No missed rows or inconsistent…
n8n
Google Slides + Airtable, proposals ready to send
Turn sales call transcripts into branded Google Slides proposals and update Airtable automatically. Send faster,…
n8n
Typeform + Vapi: call every new lead fast
Turn each Typeform submission into a Vapi outbound call right away. Reach leads while intent…
n8n
Salesforce + Twilio: reply to new leads instantly
New leads go into Salesforce and get a tailored reply via Twilio. No retyping, no…
n8n
Google Sheets + Twilio: leads routed and alerted fast
Send new leads into Google Sheets with clean, deduped entries and smart assignment. Twilio alerts…
n8n
Google Sheets + Gmail, leads get follow ups sent
New leads in Google Sheets get personalized emails sent via Gmail. Less drafting, faster replies,…
n8n
Google Calendar + Retell AI: fewer no-shows
Turn Google Calendar appointments into Retell AI reminder calls. Reduce no-shows without manual dialing. Clients…
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