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Calendly + Google Calendar: tours booked, confirmed
Send a Calendly booking link as soon as a tour form comes in, then add…
Client Onboarding & Offboarding Workflows
Browse 551 Client Onboarding & Offboarding automation workflows
n8n
Jotform + Zoho CRM: invoices sent, orders logged
Jotform orders flow into Zoho CRM and Google Sheets with a Telegram confirmation. Fewer errors,…
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Airtable to telli, calls scheduled for every new lead
New Airtable leads get added to telli and queued for AI calls automatically. No copy…
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Tally to Google Slides, proposals ready to send
Tally notes become a polished Google Slides proposal plus a Gmail draft. Keep every detail…
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Google Sheets to WhatsApp, track group joins cleanly
Send WhatsApp group invite links from Google Sheets and track join results. No re-trying links…
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telli to Airtable, post-call CRM updates done
telli call outcomes update Airtable automatically after each call. Keep CRM records accurate, highlight missed…
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Google Sheets + Gmail: onboarding emails sent right
Send onboarding emails from Gmail based on Google Sheets status. Keep steps consistent, track every…
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HubSpot + CEIDG: company records fill themselves
When a NIP changes in HubSpot, CEIDG data fills in company name, address, phone, and…
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Airtable + Notion: client onboarding on autopilot
Send leads, bookings, and payments into Airtable and Notion automatically. Keep statuses aligned, reminders sent,…
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Jotform to Attio CRM, Slack alerts for every lead
Send Jotform leads into Attio CRM with clean stages and instant Slack pings. Cut duplicates…
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