Automation Templates

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

Found 29 templates in CRM & sales

Sync Pipedrive sales activities to Asana tasks automatically

This automation template allows CRM and sales teams to automatically create a corresponding task in Asana whenever a new activity is scheduled or added in Pipedrive. This streamlines the workflow by ensuring that key sales-related tasks are seamlessly tracked and managed across both platforms. The integration between Pipedrive and Asana helps teams stay organized, aligned, and on top of their sales pipeline activities without the need for manual data entry or syncing between systems.

6s$0.0004

CRM & sales

Sync new ActiveCampaign deal tasks to Google Calendar

This automation template is designed for CRM and sales professionals who need to seamlessly sync new deal tasks from ActiveCampaign with their Google Calendar. Whenever a new deal task is created in ActiveCampaign, this workflow will automatically create a corresponding event in the user's Google Calendar. This allows sales teams to easily track and manage their deals and tasks across both their CRM and calendar, improving productivity and organization. The key integrations involved are ActiveCampaign and Google Calendar.

7s$0.0005

CRM & sales

Sync Webflow form data to Pipedrive with international phone formatting

This advanced workflow automatically processes form submissions from a website and creates a complete, intelligent CRM structure in Pipedrive. It includes international phone number support, automated CRM record creation, intelligent duplicate detection, and multi-channel team notifications to help sales teams, marketing professionals, and business owners with sophisticated lead management. The workflow extracts and maps fields from the Webflow form submission, formats phone numbers with the appropriate country prefix, and either aggregates existing organization and person details or creates new records in Pipedrive as needed.

25s$0.0016

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