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Salesforce to Outreach, consistent account briefs
Turn Salesforce accounts into clear Outreach briefs using OpenAI. Keep rep research consistent and current.…
CRM Sync & Pipeline Workflows
Browse 434 CRM Sync & Pipeline automation workflows
n8n
LinkedIn + ConnectSafely.ai: turn comments into leads
ConnectSafely.ai turns LinkedIn post commenters into connection invites. Filter duplicates, keep it safe, and grow…
n8n
Airtable + Slack: faster tender Go No Go decisions
Pull tenders from Airtable and route decisions in Slack with clear summaries, scoring, and approval…
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WhatsApp + OpenAI: faster support with CRM answers
Answer WhatsApp support messages with OpenAI using live CRM data. Reduce copy paste, keep replies…
n8n
Reddit to Google Sheets, qualified leads logged fast
Find high intent Reddit posts and log the best prospects into Google Sheets. Get cleaner…
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Gmail to HubSpot, every email logged correctly
Log Gmail emails into HubSpot automatically. Keep your CRM timeline complete, with new contacts created…
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Gmail to Google Sheets, bounces cleaned up fast
Gmail bounce notices update contact status in Google Sheets and send a Slack summary. Keep…
n8n
LinkedIn + Slack: approve replies, route DMs fast
Route LinkedIn DMs using Notion rules and Slack approvals. Keep replies consistent, share context with…
n8n
ClickUp + Slack: EOD updates that write themselves
Turn ClickUp tasks into polished EOD updates in Slack. Fewer missed wins, consistent formatting, and…
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Google Sheets + Slack: spot champion moves fast
Track champions in Google Sheets and get job change alerts in Slack. Prioritize warm re…
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