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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…
Client Onboarding & Offboarding Workflows
Browse 444 Client Onboarding & Offboarding automation workflows
n8n
Web forms to Odoo CRM, clean leads every time
Web form leads land in Odoo CRM already cleaned and mapped. No copy paste, fewer…
n8n
WhatsApp + OpenAI: instant multilingual replies
Translate WhatsApp texts and voice notes with OpenAI, then reply in the right language and…
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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…
n8n
Telegram to Gmail, inbox actions from chat commands
Send Telegram commands to run Gmail actions like reply, label, delete, or fetch. Keep leads…
n8n
Asana + Slack, client onboarding runs itself
Turn new client intake into a ready Asana project plus a Slack channel. Standardize tasks,…
n8n
Copper CRM to Google Sheets, contacts stay accurate
Create, update, and confirm Copper CRM contacts, then log the saved record in Google Sheets.…
n8n
Gmail to Zendesk, every request becomes a ticket
Turn Gmail messages into Zendesk tickets and log each case in Google Sheets. Keep requests…
n8n
Monday.com to Google Drive, onboarding done right
New client details create a Monday.com item and a Google Drive folder structure. No retyping,…
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Airtable to HubSpot, approved leads synced clean
Send approved Airtable leads into HubSpot with clean companies, linked contacts, and IDs written back.…
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