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Jotform + Gmail: personalized follow-ups sent fast
New Jotform leads trigger tailored outreach sent via Gmail or HeyReach. Keep follow-ups consistent, reduce…
CRM Sync & Pipeline Workflows
Browse 434 CRM Sync & Pipeline automation workflows
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Calendly + Slack: meeting briefs ready on every booking
Turn each Calendly booking into a Slack research brief using OpenAI and Perplexity. Show up…
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Asana + Slack, client onboarding runs itself
Turn new client intake into a ready Asana project plus a Slack channel. Standardize tasks,…
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Shopify to Google Sheets, customer lists always ready
Export every Shopify customer into Google Sheets with clean columns and a Squarespace Contacts ready…
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Gmail to HubSpot, meeting notes logged correctly
Meeting recap emails in Gmail update HubSpot contacts, deals, and notes. Cleaner pipeline data and…
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OpenAI + Google Sheets, scored UAE property leads
OpenAI turns UAE prospecting signals into scored leads in Google Sheets. Cut noise from socials,…
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HubSpot + Slack: catch risky deals before they slip
HubSpot deals get scored for risk and sent to Slack when attention is needed. Keep…
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Google Sheets + Gmail: CLV segments that convert
Send CLV scores into Google Sheets, then email high value customers via Gmail. Cleaner segments,…
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Gmail + Brevo: replies sent, leads captured fast
New Gmail inquiries get categorized and answered with consistent templates, then labeled and logged in…
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Google Sheets + Gmail: catch churn risk early
Churn signals land in Google Sheets and trigger Gmail outreach when accounts go quiet. Catch…
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