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Gmail + Google Sheets: smarter inbox triage
Gmail messages get labeled, replied to, or drafted automatically, while promos log to Google Sheets.…
Client Onboarding & Offboarding Workflows
Browse 357 Client Onboarding & Offboarding automation workflows
n8n
Typeform + Google Sheets: event follow-ups handled
Typeform signups land in Google Sheets with confirmation and follow-up emails ready. Track who paid…
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Notion + Gmail: client check ins sent for you
Notion client dates trigger Gmail check ins at key milestones. Stay consistent without sticky notes.…
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Slack + Google Sheets, never miss customer inquiries
Route email and web form inquiries into Slack and Google Sheets, with a Gmail receipt…
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Clearbit + HubSpot: qualify leads, route fast
Clearbit and Apollo enrich and score new leads, then send clean contacts to HubSpot with…
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Jotform + Zoho CRM: qualify leads, follow up fast
Jotform inquiries match to Google Sheets listings, then log into Zoho CRM. Reply faster, stay…
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Airtable + Gmail: newsletters sent on schedule
Airtable keeps subscriber topics and send status organized, while Gmail delivers personalized newsletters. Fewer missed…
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Webflow to Airtable, clean leads in the right table
Send Webflow form submissions into the correct Airtable table automatically. Prevent mix-ups from duplicate form…
n8n
Zoom + Google Sheets: simple user onboarding
Provision Zoom users from Google Sheets with fewer token errors. Standardize passwords and invites. Add…
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Google Calendar + Zoom: bookings confirmed, no clashes
Turn booking requests into confirmed meetings with Google Calendar and Zoom. Avoid double bookings and…
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