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Clearbit + Gmail: qualify leads and follow up fast
Clearbit enriches new leads and Gmail sends follow ups only to qualified prospects. Cut junk…
Client Onboarding & Offboarding Workflows
Browse 357 Client Onboarding & Offboarding automation workflows
n8n
Google Sheets to LEDGERS, clean contacts every time
New Google Sheets rows create clean LEDGERS contacts with built in checks. Gmail flags missing…
n8n
Google Sheets + Outlook, follow-ups that book calls
Lead requests land in Google Sheets and Outlook sends polished before and after images plus…
n8n
Google Sheets to GoHighLevel, no more duplicate leads
Google Sheets leads sync into GoHighLevel without duplicates. Keep one clean contact record, avoid double…
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WhatsApp + Cal.com bookings, logged in Google Sheets
Turn WhatsApp chats into booked appointments in Cal.com, logged in Google Sheets. Cut back and…
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LinkedIn + NocoDB: comment leads logged, no repeats
Turn LinkedIn trigger word comments into tracked leads in NocoDB. Send the right DM or…
n8n
Google Forms + Trello: leads logged as cards, clean
Send Google Forms leads into Trello as structured cards with the right fields and routing.…
n8n
Wiza + HubSpot: enriched leads, fewer bad records
Send new leads through Wiza, then update HubSpot and Google Sheets with verified email, phone,…
n8n
WhatsApp to Google Sheets, recruitment tracked clean
Turn WhatsApp chats into a structured recruitment intake. Log requests and media to Google Sheets,…
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PayPal + Google Forms: itemized invoices sent fast
Collect itemized billing details in Google Forms, then create and send PayPal invoices with consistent…
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