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Google Sheets to Gmail, scheduled outreach without slips
Send scheduled outreach from Google Sheets through Gmail, with personalized templates and automatic status updates.…
CRM Sync & Pipeline Workflows
Browse 317 CRM Sync & Pipeline automation workflows
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Google Sheets + Airtable: leads logged, emails sent
Send new leads to Google Sheets and Airtable, then reply with Gmail automatically. Keep records…
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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…
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WordPress to WhatsApp, faster lead follow ups
New WordPress leads log to Google Sheets and get a WhatsApp welcome plus email. No…
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HubSpot + Hunter.io: cleaner lists, fewer bounces
Validate HubSpot contacts with Hunter.io and write results back to each record. Reduce bounces and…
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Zoom + Mailchimp: clean webinar leads, no exports
Send Zoom webinar registrants straight into Mailchimp. Filter internal emails, prevent duplicates, and trigger double…
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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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telli to Airtable, post-call CRM updates done
telli call outcomes update Airtable automatically after each call. Keep CRM records accurate, highlight missed…
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ClickUp + HubSpot: accurate project hours, always
Sync ClickUp time tracking into HubSpot project records. Keep sprint totals accurate for reviews and…
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