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9+ Sales and crm Templates

Facebook Lead to CRM & Follow-Up Flow

Facebook Ad Leads

Instant Trigger

Create a new lead

Send confirmation mail

Notify your team

Create a Task for your Sales Team

Add New Row for Backup

Automate Slack Notifications for New and Updated Leads

Runs Every 15 Minutes

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Search User by Id

Automate Lead and Contact Management with Spreadsheet Logs

Instant Trigger

- Find Lead exists
  Get Linked Data
  Find Contact
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  format_lead_name
  Add New Row
  Add Step
- lead exists
  Add Step

Continue from here

Automate Clio Legal Matter Updates and Email Alerts in Outlook

Instant Trigger

- find matter then create else update
  Add Step

Continue from here

Create Matter Note

Find Person Contact

- person found send mail else update person
  Add Step

Continue from here

Automate Slack Notifications for Your Scheduled Events

Lookup Spreadsheet Row

Update Spreadsheet Row

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Get User Information by Email

Automate Sales Win Alerts in monday.com

Runs Every 15 Minutes

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Create a Subitem

Automate Legal Task and Calendar Management in Clio

Instant Trigger

- find matter then create task
  Add Step

Continue from here

Create Calendar Entry

Automate Delayed Note Creation for Pipedrive Contacts

Instant Trigger

Automate Clio Tasks, Calendar Events, and Email Notifications

Instant Trigger

- find matter id exists
  Create Task
  Create Calendar Entry
  Send Email
  Add Step
- Find Matter id is null
  Break
  Add Step

Continue from here