Automation Templates

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Found 27 templates in 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$0.0703

CRM & sales

Automate Odoo sales with an OpenAI-powered chatbot assistant

This Latenode automation integrates an OpenAI-powered chatbot into the Odoo sales module to provide intelligent conversational access to sales opportunity data. The workflow retrieves and summarizes all Odoo sales opportunities, then uses that summary as context for the OpenAI chat model. This allows sales teams to get a concise overview of their pipeline, answer customer inquiries, and synchronize order data within the ERP system, all through a natural language interface. The automation runs on a schedule to keep the sales summary up to date, and it includes features like a calculator tool that can be used within the conversation.

34s$0.0021

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.

26s$0.0703