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Chargebee + Google Sheets: clean customer setup
Create Chargebee customers from a Google Sheets intake list. Cut retyping, prevent duplicates, and start…
Client Onboarding & Offboarding Workflows
Browse 54 Client Onboarding & Offboarding automation workflows
n8n
Google Sheets to Affinity CRM, cleaner org records
Send company details from Google Sheets into Affinity CRM consistently. Cut copy paste errors and…
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Google Sheets to Agile CRM, leads added without errors
Send new leads from Google Sheets into Agile CRM as clean contacts. Cut copy paste…
n8n
Intercom + Google Sheets: clean user records, fast
Create Intercom users on demand and log each signup in Google Sheets. Reduce duplicates, fix…
n8n
Google Sheets to Notion, leads logged and emailed
Google Sheets entries create new leads in Notion and send a Gmail confirmation automatically. No…
n8n
Calendly to Notion, every booking becomes a task
New Calendly bookings create Notion tasks with enriched contact details via Dropcontact. Assign follow ups…
n8n
HubSpot + Clearbit: richer leads, cleaner CRM records
New HubSpot contacts get enriched with Clearbit person and company details. Better scoring and routing…
n8n
Website Forms to Airtable, leads captured clean
Website form leads land in Airtable clean and consistent. No copy paste, fewer duplicates, faster…
n8n
Netlify to Airtable, every lead captured clean
Netlify form submissions land in Airtable as clean lead records. No copy paste, fewer missed…
n8n
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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