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HubSpot + Google Sheets: cleaner CSV imports
Import CSVs into HubSpot with fewer header errors and cleaner field mapping. Log results in…
CRM Sync & Pipeline Workflows
Browse 713 CRM Sync & Pipeline automation workflows
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OpenAI + Google Sheets: smarter lead routing
Score and route leads with OpenAI, then log tiers and KPIs in Google Sheets. Faster…
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Google Sheets to WhatsApp, sales forecasts delivered
Turn Google Sheets sales history into clear forecasts sent to WhatsApp with a chart. Skip…
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Airtable + Gmail: follow ups that never slip
Send smarter follow-ups from Airtable through Gmail, then log notes and route replies automatically. Keep…
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Slack + Zoho CRM: leads updated from chat fast
Turn Slack messages into Zoho CRM lead updates with AI. Keep records current, cut duplicates,…
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Fireflies + Slack: coaching notes after every call
Turn Fireflies transcripts into consistent coaching notes in Slack and a saved Google Drive report.…
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Billbee + Endereco: fewer failed deliveries
Billbee orders get checked with Endereco address validation. Fix common house number mistakes, tag risky…
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Google Sheets + Gmail: invoice follow ups made easy
Track overdue invoices in Google Sheets and create polished Gmail follow up drafts based on…
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Shopify + Slack: VIP order alerts with customer context
Shopify VIP orders post to Slack with purchase history and an OpenAI summary. Prioritize top…
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Google Drive to GoHighLevel, tasks from meeting notes
Google Drive meeting notes turn into GoHighLevel tasks, plus a Gmail recap. Keep follow ups…
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