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Salesforce + Slack: chat leads routed with clean data
Chat leads become clean Salesforce records with dedupe and validation. Slack and email alerts keep…
Client Onboarding & Offboarding Workflows
Browse 384 Client Onboarding & Offboarding automation workflows
n8n
Gmail to Google Sheets, scored resumes in one place
Resumes from Gmail land in Google Sheets with consistent scores and links. No copy paste,…
n8n
HubSpot + Google Calendar: onboarding calls booked
New HubSpot contacts get a personalized Gmail welcome and an invite on Google Calendar. Faster…
n8n
Jotform to KlickTipp, clean webinar leads and tags
Send Jotform webinar signups into KlickTipp with clean fields and consistent tags. Fewer data fixes,…
n8n
Telegram + OpenAI, clean resumes from messy PDFs
Send resume PDFs to Telegram and let OpenAI extract key details into a consistent format.…
n8n
Outlook + Zoom: demo bookings without double-booking
Let prospects book real Outlook slots and get a Zoom link automatically. Cut back and…
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WhatsApp + Google Gemini, faster support replies
Answer WhatsApp questions with Google Gemini and smart routing. Keep replies consistent, reduce repeat typing,…
n8n
Airtable + Gmail, qualify leads and reply faster
Score and sort every new inquiry, then log it in Airtable and draft replies in…
n8n
Shopify to WhatsApp, win back canceled orders
Send WhatsApp messages when Shopify orders cancel, then log outcomes in Google Sheets. Recover more…
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Zendesk + Slack: fewer ticket updates, less busywork
Run key Zendesk ticket, user, and org updates from one place, with fewer clicks. Keep…
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