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Salesforce + Twilio: reply to new leads instantly
New leads go into Salesforce and get a tailored reply via Twilio. No retyping, no…
Client Onboarding & Offboarding Workflows
Browse 181 Client Onboarding & Offboarding automation workflows
n8n
Google Sheets + Twilio: leads routed and alerted fast
Send new leads into Google Sheets with clean, deduped entries and smart assignment. Twilio alerts…
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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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Gmail to Google Sheets, job applicants logged clean
Job application emails in Gmail get sorted and key details captured into Google Sheets. No…
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Google Drive to Notion, clean contact imports
Import contacts from a Google Drive CSV straight into Notion. Skip copy paste errors and…
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Notion + Typeform: clean onboarding, no duplicates
Typeform signups create or reuse the right Notion user and link the current semester. No…
n8n
Typeform + Gmail: personalized replies for every lead
Typeform submissions trigger a tailored Gmail reply that references the lead website. Reply faster without…
n8n
Google Drive to Google Sheets, license data captured
New driver’s licenses in Google Drive are read with AI OCR and added to Google…
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OpenAI + Airtable: qualify leads, follow up faster
OpenAI scores new buyer inquiries and logs qualified leads in Airtable. Cut noise and keep…
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