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HighLevel to ClickUp, follow-ups that never slip
HighLevel deal updates create ClickUp follow-up tasks, while Slack flags stale opportunities. Less chasing, clearer…
CRM Sync & Pipeline Workflows
Browse 78 CRM Sync & Pipeline automation workflows
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Gmail + Google Sheets: LinkedIn leads flagged fast
LinkedIn Sales Navigator emails in Gmail match your Google Sheets lead list and send categorized…
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GoHighLevel to Gmail, follow ups you never miss
GoHighLevel flags quiet clients and triggers Gmail re-engagement emails. Track every touch in Google Sheets…
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Google Sheets to ClickUp, payment follow ups handled
Turn Google Sheets payment statuses into ClickUp tasks automatically. Keep follow ups consistent and visible.…
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Apollo to Google Sheets, verified leads ready to use
Apollo enrichment fills Google Sheets with verified emails and phone numbers by Company ID. Get…
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GoHighLevel to Notion, NPS feedback you can act on
Send NPS surveys from GoHighLevel through Gmail, log scores in Notion, and notify in Slack.…
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HubSpot + Google Sheets: one clean contact list
Pull contacts from HubSpot and Salesforce into Google Sheets, dedupe with AI, and log data…
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ClickUp to Gmail, overdue task reports in your inbox
Get overdue ClickUp tasks grouped by assignee and sent via Gmail as a clean HTML…
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Google Sheets to Google Docs, proposals ready to send
Turn new Google Sheets rows into branded Google Docs proposals, exported to PDF and filed…
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Zoho CRM + Gmail: re-engage cold leads automatically
Find cold Zoho CRM leads and send tailored Gmail follow ups automatically. Keep records updated…
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