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Jotform to QuickBooks: invoices sent without retyping
Turn Jotform submissions into QuickBooks Online invoices with customer matching built in. Fewer errors, faster…
CRM Sync & Pipeline Workflows
Browse 1,214 CRM Sync & Pipeline automation workflows
n8n
Website form to Notion, clean leads in your CRM
Website form submissions land in Notion as clean CRM leads. No copy paste or messy…
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Systeme.io to Beehiiv, subscribers added reliably
New Systeme.io opt-ins add as Beehiiv subscribers with UTM details kept. Gmail alerts flag failures…
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Google Sheets to Gmail, birthday discounts sent out
Pull birthdays from Google Sheets and send unique discount emails via Gmail. No missed customers,…
n8n
Stripe to RD Station, instant paid order events
Stripe purchases create Order and Payment Events in RD Station automatically. Cleaner segmentation and attribution.…
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Airtable to Slack, weekly sales report done for you
Turn Airtable deals into a clear Slack sales snapshot. Get consistent pipeline, weighted totals, closed…
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Zoho CRM + OpenAI: call notes logged automatically
Call recordings become clean transcripts and key insights inside Zoho CRM using OpenAI. Keep follow…
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Google Sheets to Gmail, leads replied and logged
New leads in Google Sheets trigger a personalized Gmail reply and a Slack heads up.…
n8n
Zoho CRM + People Data Labs: smarter lead scoring
Enrich Zoho CRM contacts with People Data Labs and score engagement using news and Reddit…
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Calendly to HubSpot, meetings logged with full context
Calendly bookings show up in HubSpot as linked meetings and contacts. Keep records accurate, avoid…
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