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QuickBooks to Google Sheets, monthly balance history
Export customer balances from QuickBooks Online into Google Sheets as a clean monthly snapshot. Build…
CRM Sync & Pipeline Workflows
Browse 127 CRM Sync & Pipeline automation workflows
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Retell + Google Sheets: voice agents answer live
Retell custom function calls pull answers from Google Sheets and reply during the call. Fewer…
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Airtable to telli, calls scheduled for every new lead
New Airtable leads get added to telli and queued for AI calls automatically. No copy…
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WhatsApp Business + OpenAI: replies that never miss
WhatsApp Business messages get instant, consistent replies with OpenAI. Keep context, pull policy and product…
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Google Sheets + Dun and Bradstreet, Paydex filled in
Send DUNS rows from Google Sheets to Dun and Bradstreet, then write Paydex back and…
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VAPI + Google Sheets: qualify leads with voice calls
VAPI calls new leads and logs answers into Google Sheets. Get consistent qualification fields for…
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Gmail + OpenAI: qualify leads and reply in-thread
Gmail messages get screened by OpenAI and qualified leads receive a polished, threaded reply. Cut…
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Google Sheets + Google Calendar for faster lead bookings
New leads in Google Sheets trigger Vapi calls and log results back to the sheet.…
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Gmail + OpenAI: a clean Daily Pulse you can act on
Turn todays Gmail threads into a clear Daily Pulse email with OpenAI. Catch follow ups,…
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Gmail to Pipedrive: qualify replies, capture deals
Qualify cold email replies in Gmail and create Pipedrive deals automatically. Keep hot leads visible,…
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