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Netlify to Airtable, every lead captured clean
Netlify form submissions land in Airtable as clean lead records. No copy paste, fewer missed…
Client Onboarding & Offboarding Workflows
Browse 551 Client Onboarding & Offboarding automation workflows
n8n
HubSpot + Gmail: welcome emails sent automatically
New HubSpot customers get a personalized Gmail welcome email and a Google Calendar invite, plus…
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Excel + Email: clean admissions and instant welcomes
Validate admissions rows in Microsoft Excel 365, update your student registry, and send welcome emails…
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Google Sheets + Gmail pet tips sent and logged
Send personalized pet care tips from Google Sheets through Gmail. No duplicate sends, clean age…
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Gmail + QuickBooks: invoices sent with fewer follow ups
Gmail requests billing details, then QuickBooks creates and emails invoices. Fewer typos, fewer back and…
n8n
Google Sheets + SMTP: cleaner double opt-in leads
Verify new signups before they hit your list using Google Sheets and SMTP. Cut bots,…
n8n
Google Sheets + Hunter.io: cleaner outreach lists
Verify every email in Google Sheets using Hunter.io and write back status, score, and notes.…
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Google Sheets to ActiveCampaign, contacts stay clean
Sync contacts from Google Sheets into ActiveCampaign with consistent updates. Reduce duplicates and missing fields.…
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Vtiger to WhatsApp, greet every new lead fast
New Vtiger leads get a WhatsApp welcome message automatically. No missed follow ups or awkward…
n8n
Jira + Gmail: tickets get the right reporter
Forwarded emails in Jira Service Management get the wrong reporter. Pull the real sender from…
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