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24+ Crm Templates

Facebook Lead to CRM & Follow-Up Flow

trigger icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Facebook Ad Leads
Instant Trigger
Do
Workflow step icon
Create a new lead
Workflow step icon
Send confirmation mail
Workflow step icon
Notify your team
Workflow step icon
Create a Task for your Sales Team
Workflow step icon
Add New Row for Backup

Automate Clio Task and Calendar Management from Outlook

trigger icon
app icon
When
Default app icon
Clio
Instant Trigger
Do
Workflow step icon
Find Matter
IF
    • Find Matter id exists
      Add Step
Continue from here
Workflow step icon
Create Task
Workflow step icon
Create Calendar Entry
Workflow step icon
Send Email

Automate Lead Tracking: Add Contacts to Trello Effortlessly

trigger icon
app icon
When
Default app icon
Kommo
Instant Trigger
Do
Workflow step icon
Find Contact
IF
    • contact id exists
      Workflow step icon
      Create Card
      Add Step
    • contact id exists 1
      Add Step
Continue from here

Automate Lead Status Change Notifications on Slack

trigger icon
app icon
app icon
When
Default app icon
Kommo
Instant Trigger
Do
Workflow step icon
Lookup Spreadsheet Row
Workflow step icon
Send Direct Message

Automate Xero Invoice Notifications and Contact Creation

trigger icon
app icon
When
Default app icon
ServeManager
Runs Every 15 Minutes
Do
Workflow step icon
Create a Contact
run_during_business_hours_or_days
Workflow step icon
Create an Xero Invoice

Automate Instant Slack & Email Alerts for Deal Updates

trigger icon
app icon
app icon
When
Default app icon
Pipedrive
Instant Trigger
Do
Workflow step icon
Send Message
Workflow step icon
Send Mail

Automate Slack Notifications for New and Updated Leads

trigger icon
app icon
When
Default app icon
Teamgate
Runs Every 15 Minutes
Do
Workflow step icon
Update Lead
format_date_and_capitalize_name
Workflow step icon
Search User by Id
Workflow step icon
Send Message

Automate Company Contact and Matter Creation in Clio from New Events

trigger icon
app icon
When
Default app icon
Typeform
Instant Trigger
Do
Workflow step icon
Create Company Contact
Workflow step icon
Create Matter

Automate Lead Summaries & Smart Outreach in Sales

trigger icon
app icon
app icon
When
Default app icon
Pipedrive
Runs Every 15 Minutes
Do
Workflow step icon
Generate Response
Workflow step icon
Create a Database Item

Automate Lead and Contact Management with Spreadsheet Logs

trigger icon
app icon
When
Default app icon
Kommo
Instant Trigger
Do
Workflow step icon
Find Lead
IF
    • Find Lead exists
      Workflow step icon
      Get Linked Data
      Workflow step icon
      Find Contact
      format_created_at_date
      format_lead_name
      Workflow step icon
      Add New Row
      Add Step
    • lead exists
      Add Step
Continue from here

Automate Clio Legal Matter Updates and Email Alerts in Outlook

trigger icon
app icon
When
Default app icon
Clio
Instant Trigger
Do
Workflow step icon
Find Matter
IF
    • find matter then create else update
      Add Step
Continue from here
Workflow step icon
Create Matter Note
Workflow step icon
Find Person Contact
IF
    • person found send mail else update person
      Add Step
Continue from here
Workflow step icon
Send Email

Automate Slack Notifications for Your Scheduled Events

trigger icon
app icon
app icon
app icon
When
Default app icon
DaySchedule
Manual Trigger
Do
Workflow step icon
Lookup Spreadsheet Row
Workflow step icon
Update Spreadsheet Row
Workflow step icon
Find User
format_start_date
Workflow step icon
Get User Information by Email
Workflow step icon
Send Message

Automate Contact and Deal Management in Freshsales Suite

trigger icon
When
Default app icon
Freshsales Suite
Runs Every 15 Minutes
Do
IF
    • id is not null
      Workflow step icon
      Find Deal
      Workflow step icon
      Find Account
      Workflow step icon
      Create Deal
      Workflow step icon
      Create Note
      Workflow step icon
      Update Contact
      Workflow step icon
      Create Note 1
      Add Step
Continue from here

Automate Sales Win Alerts in monday.com

trigger icon
app icon
When
Default app icon
Teamgate
Runs Every 15 Minutes
Do
currency_full_form
Workflow step icon
Create a Subitem

Automate EasyBroker Contacts to Google Sheets

trigger icon
app icon
When
Default app icon
Easybroker
Runs Every 15 Minutes
Do
convert_date_format
Workflow step icon
Add New Row

Automate Lead Creation in SangamCRM from Typeform Submissions

trigger icon
app icon
app icon
When
Default app icon
Typeform
Instant Trigger
Do
Workflow step icon
Create a new lead
Workflow step icon
Send Mail

Automate Superchat Message Alerts in Slack Channel

trigger icon
app icon
When
Default app icon
Superchat
Instant Trigger
Do
Workflow step icon
Find Contact
CheckContactExistenceFunction
Workflow step icon
Send Message

Automate Zendesk Ticket Categorization and Tracking

trigger icon
app icon
app icon
When
Default app icon
Zendesk Support
Runs Every 15 Minutes
Do
Workflow step icon
Talk to AI
Workflow step icon
Add New Row

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