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Typeform to Pipedrive, leads logged with clean notes
Typeform submissions land in Pipedrive with mapped fields and full notes. Keep lead data consistent…
Client Onboarding & Offboarding Workflows
Browse 50 Client Onboarding & Offboarding automation workflows
n8n
Google Sheets to Vapi, AI calls queued and logged
Turn Google Sheets into a calling queue with Vapi. Trigger AI outbound calls, write outcomes…
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Webform to Google Sheets, leads logged clean
Webform leads land in Google Sheets as clean, consistent rows. No copy paste errors or…
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Zammad to Zulip, daily standup ticket recap posted
Pull Zammad ticket status into a clean Zulip standup post each day. No tab hunting…
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Google Sheets to Gmail, carrier PDFs sent clean
Turn Google Sheets rows into polished Google Docs PDFs and send them via Gmail to…
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HubSpot + Telegram: onboarding that never slips
HubSpot creates contacts and updates stages as onboarding emails send, while Telegram keeps your team…
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Twilio + Gmail: smarter SMS support and escalations
Twilio SMS gets verified, sorted, and answered with help from OpenAI, while urgent threads alert…
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Baserow + Email: office shopping lists delivered
Office supply requests go into Baserow and email summaries go to the right shoppers. One…
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Zendesk + Slack: SLA alerts before tickets breach
Track Zendesk SLA risk and send Slack alerts before breaches. Escalate priority for critical tickets…
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Zoom to Airtable, attendees logged in your CRM
Log every Zoom attendee into Airtable automatically. Skip manual copy and messy notes. Keep your…
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