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Pipedrive + Google Sheets: cleaner deals, less admin
Create consistent Pipedrive deals and mirror key fields in Google Sheets. Keep pipeline data clean,…
Operations & Documents Workflows
Browse 33 Operations & Documents automation workflows
n8n
ActiveCampaign to Odoo, leads routed and logged
New ActiveCampaign contacts sync into Odoo and log to Google Sheets. Fewer duplicates, faster follow…
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ClickUp + Slack: consistent tasks without the admin
Turn requests into consistent ClickUp tasks and keep the team aligned in Slack. Fewer missing…
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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…
n8n
Coda + Slack: leads logged clean and consistent
Send lead details from Slack into Coda as clean new rows. Keep your pipeline accurate,…
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Slack to Todoist, capture requests without forgetting
Turn Slack pings into clean Todoist tasks you can trust. Cut context switching and missed…
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Asana + Slack: tasks logged right when work happens
Create consistent Asana tasks on demand and cut missed follow ups. Reduce Slack chasing with…
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…
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SMS77 + Slack: consistent SMS alerts without retyping
Send SMS77 texts from Slack with a reusable message template. Reduce typos and missed alerts.…
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