24+ Crm Templates
Facebook Lead to CRM & Follow-Up Flow
When
Facebook Ad Leads
Instant Trigger
Do
Create a new lead
Send confirmation mail
Notify your team
Create a Task for your Sales Team
Add New Row for Backup
View Template
Automate Clio Task and Calendar Management from Outlook
When
Clio
Instant Trigger
Do
Find Matter
IF
- Find Matter id existsAdd Step
Continue from here
Create Task
Create Calendar Entry
Send Email
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Automate Lead Tracking: Add Contacts to Trello Effortlessly
When
Kommo
Instant Trigger
Do
Find Contact
IF
- contact id existsCreate CardAdd Step
- contact id exists 1Add Step
Continue from here
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Automate Lead Status Change Notifications on Slack
When
Kommo
Instant Trigger
Do
Lookup Spreadsheet Row
Send Direct Message
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Automate Xero Invoice Notifications and Contact Creation
When
ServeManager
Runs Every 15 Minutes
Do
Create a Contact
run_during_business_hours_or_days
Create an Xero Invoice
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Automate Instant Slack & Email Alerts for Deal Updates
When
Pipedrive
Instant Trigger
Do
Send Message
Send Mail
View Template
Automate Slack Notifications for New and Updated Leads
When
Teamgate
Runs Every 15 Minutes
Do
Update Lead
format_date_and_capitalize_name
Search User by Id
Send Message
View Template
Automate Company Contact and Matter Creation in Clio from New Events
When
Typeform
Instant Trigger
Do
Create Company Contact
Create Matter
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Automate Lead Summaries & Smart Outreach in Sales
When
Pipedrive
Runs Every 15 Minutes
Do
Generate Response
Create a Database Item
View Template
Automate Lead and Contact Management with Spreadsheet Logs
When
Kommo
Instant Trigger
Do
Find Lead
IF
- Find Lead existsGet Linked DataFind Contactformat_created_at_dateformat_lead_nameAdd New RowAdd Step
- lead existsAdd Step
Continue from here
View Template
Automate Clio Legal Matter Updates and Email Alerts in Outlook
When
Clio
Instant Trigger
Do
Find Matter
IF
- find matter then create else updateAdd Step
Continue from here
Create Matter Note
Find Person Contact
IF
- person found send mail else update personAdd Step
Continue from here
Send Email
View Template
Automate Slack Notifications for Your Scheduled Events
When
DaySchedule
Manual Trigger
Do
Lookup Spreadsheet Row
Update Spreadsheet Row
Find User
format_start_date
Get User Information by Email
Send Message
View Template
Automate Contact and Deal Management in Freshsales Suite
When
Freshsales Suite
Runs Every 15 Minutes
Do
IF
- id is not nullFind DealFind AccountCreate DealCreate NoteUpdate ContactCreate Note 1Add Step
Continue from here
View Template
Automate Superchat Message Alerts in Slack Channel
When
Superchat
Instant Trigger
Do
Find Contact
CheckContactExistenceFunction
Send Message
View Template
Automate Sales Win Alerts in monday.com
When
Teamgate
Runs Every 15 Minutes
Do
currency_full_form
Create a Subitem
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Automate EasyBroker Contacts to Google Sheets
When
Easybroker
Runs Every 15 Minutes
Do
convert_date_format
Add New Row
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Automate Lead Creation in SangamCRM from Typeform Submissions
When
Typeform
Instant Trigger
Do
Create a new lead
Send Mail
View Template
Automate Clio Matters Sync with Google Sheets
When
Clio
Instant Trigger
Do
Find Matter
IF
- find matter existsconvert_string_to_ascii_codesLookup Spreadsheet RowUpdate Spreadsheet RowAdd Step
- null idBreakAdd Step
Continue from here
View Template
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