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Google Sheets + Gmail: influencer vetting, done
Send influencer applications into Google Sheets and Gmail. Validate emails, score Instagram and YouTube metrics,…
Client Onboarding & Offboarding Workflows
Browse 321 Client Onboarding & Offboarding automation workflows
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RocketReach to Asana, qualified leads routed fast
RocketReach enriches inbound leads, then Asana gets the best ones. Cut bounce worthy contacts and…
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Web forms to Odoo CRM, clean leads every time
Web form leads land in Odoo CRM already cleaned and mapped. No copy paste, fewer…
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Zoom to KlickTipp, flawless recurring webinar signups
Zoom registrants sync into KlickTipp with the right join link, next session details, and tags.…
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Asana + Slack, client onboarding runs itself
Turn new client intake into a ready Asana project plus a Slack channel. Standardize tasks,…
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Google Calendar to Google Drive, notes ready every call
New Google Calendar events create a fresh Google Drive notes doc from your template. Consistent…
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Airtable + Gmail: only get alerts for top hires
Screen resumes into Airtable with notes and a Drive link. Gmail alerts only for Suitable…
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Hunter + Pipedrive: clean leads, no duplicates
Form leads get verified with Hunter and enriched via Clearbit before landing in Pipedrive. Fewer…
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VAPI + PostgreSQL: bookings confirmed on every call
VAPI captures booking calls and PostgreSQL checks availability and saves reservations. Fewer missed calls and…
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Google Drive + Apps Script: instant client folders
Create consistent client folder structures in Google Drive using Google Apps Script. Duplicate your template,…
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