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Pipedrive + Clearbit: enriched leads, Slack alerts
Enrich new Pipedrive leads with Clearbit and alert your team in Slack only when they…
Client Onboarding & Offboarding Workflows
Browse 207 Client Onboarding & Offboarding automation workflows
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Google Drive + Google Workspace, clone folders right
Duplicate Google Drive folders with every subfolder, file, and sharing rule intact. Skip missing assets…
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Google Sheets + Slack: move-out tasks stay on track
Move-out tasks flow from Google Sheets to Slack with clear vendor instructions and status logging.…
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Qdrant + CraftMyPDF: instant quote PDFs by email
Turn quote requests into accurate PDFs using Qdrant and CraftMyPDF, then email them automatically. Fewer…
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Tally to Airtable, Slack alerts for quote requests
New Tally quote requests land in Airtable and notify Slack right away. Keep leads tracked,…
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Google Sheets + Gmail, form tracking you can trust
Match roster and form responses in Google Sheets and send Gmail acknowledgements and reminders fast.…
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HubSpot + Slack: deals assigned fast and fairly
Route unowned HubSpot deals by region and company size, then alert your team in Slack.…
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Jotform to Google Sheets, admissions decisions logged
Route Jotform applications into Google Sheets with consistent scoring and decision tracking. Send the right…
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Vapi + Cal.com: calls turn into booked appointments
Vapi captures caller intent and books directly in Cal.com. Cut missed calls and double booking.…
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Jotform to Google Sheets, attendee profiles done
Jotform registrations become scored attendee profiles in Google Sheets. Spot VIPs faster, send better follow…
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