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Zoom to KlickTipp, tag webinar attendees automatically
Zoom webinar attendance is tagged in KlickTipp automatically. Segment full, partial, and no shows for…
Client Onboarding & Offboarding Workflows
Browse 551 Client Onboarding & Offboarding automation workflows
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Gmail + Google Sheets: Secret Santa reveals, kept private
Create Secret Santa pairings from Google Sheets and send reveals via Gmail. No self matches,…
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Google Sheets + Gmail: influencer vetting, done
Send influencer applications into Google Sheets and Gmail. Validate emails, score Instagram and YouTube metrics,…
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RocketReach to Asana, qualified leads routed fast
RocketReach enriches inbound leads, then Asana gets the best ones. Cut bounce worthy contacts and…
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Web forms to Odoo CRM, clean leads every time
Web form leads land in Odoo CRM already cleaned and mapped. No copy paste, fewer…
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Zoom to KlickTipp, flawless recurring webinar signups
Zoom registrants sync into KlickTipp with the right join link, next session details, and tags.…
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Asana + Google Docs: client onboarding done right
Turn one client intake into an Asana project and a Google Docs contract. No copying…
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Telegram to Gmail, inbox actions from chat commands
Send Telegram commands to run Gmail actions like reply, label, delete, or fetch. Keep leads…
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Asana + Slack, client onboarding runs itself
Turn new client intake into a ready Asana project plus a Slack channel. Standardize tasks,…
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Copper CRM to Google Sheets, contacts stay accurate
Create, update, and confirm Copper CRM contacts, then log the saved record in Google Sheets.…
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