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WhatsApp + Gmail: consistent replies, less inbox chaos
Send consistent WhatsApp replies using OpenAI, with Gmail alerts for every handled chat. Cut repeat…
Client Onboarding & Offboarding Workflows
Browse 458 Client Onboarding & Offboarding automation workflows
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Jotform to Google Sheets, onboarding stays on track
Turn each Jotform new hire form into a clear onboarding plan and a Google Sheets…
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Webflow to Pipedrive, clean leads without duplicates
Webflow form leads go into Pipedrive as clean contacts, companies, and deals. Prevent duplicates and…
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HubSpot + Slack: never miss a new website lead
Send website form leads into HubSpot and alert Slack instantly. Less manual entry, fewer duplicates,…
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Vapi + Cal.com: calls turn into booked appointments
Vapi captures caller intent and books directly in Cal.com. Cut missed calls and double booking.…
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Jotform to Google Sheets, attendee profiles done
Jotform registrations become scored attendee profiles in Google Sheets. Spot VIPs faster, send better follow…
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Intercom + ExactBuyer: enriched leads you can trust
ExactBuyer fills missing phone, email, and location in Intercom profiles. Improve routing and segmentation with…
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Google Sheets to Gmail, follow ups sent and tracked
Run outreach from Google Sheets with Gmail using Doc templates. Keep follow ups consistent, avoid…
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Google Sheets to Gmail, welcome emails sent for you
New clients in Google Sheets get a polished welcome email via Gmail. Keep replies consistent,…
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Supabase + Slack: clean customer intake, no duplicates
Route new signups into Supabase with validated, deduped customer records. Slack and Telegram notify your…
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