Automation Templates

Ready-to-use workflow templates for AI agents, browser automation, and messaging integrations. Get started in minutes.

Found 27 templates in CRM & sales

Streamlined LinkedIn Lead Generation and Outreach with AI

This automation workflow helps sales teams and CRM managers streamline their LinkedIn lead generation, scoring, and outreach process. It starts by extracting data from LinkedIn profiles that match your ideal customer profile, then uses AI to analyze the lead information and score their potential fit. The workflow then automatically sends personalized connection requests and messages to the highest-scoring leads, while logging all interaction data in a CRM or database. By automating these repetitive tasks, teams can focus their time on more strategic sales activities while still effectively engaging with qualified prospects.

26s$0.0017

CRM & sales

Sync Gong.io call insights to your CRM with Azure AI

This CRM and sales automation workflow analyzes Gong.io call data using Azure AI to extract actionable insights for sales, marketing, and product teams. It automatically processes call transcripts, generates structured insights about use cases, customer feedback, and marketing opportunities, and synchronizes the data with a CRM system like Salesforce or Pipedrive. The workflow integrates with Gong.io, Azure OpenAI, and various CRM platforms to provide an end-to-end solution for leveraging AI-powered call analysis to drive business impact.

26s$0.0016

CRM & sales

Automatically capture leads from website, sync to CRM or Sheets, notify team in Slack

This workflow helps agencies, freelancers, SaaS founders, and small sales teams automatically capture website leads, sync the data to a CRM (HubSpot) or a Google Sheet, and instantly notify the team via Slack. It demonstrates how to process a webhook trigger, validate the lead data, optionally enrich it, and reliably store the information in either HubSpot or Google Sheets while handling any write failures. The workflow is designed to ensure every lead is recorded and followed up on quickly, providing a streamlined solution for managing sales leads from a website.

24s$0.0015