CRM - Sales Automation Workflows — Page 8 | Neura Market

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CRM - Sales Workflows

Customer relationship and sales management

Create 1CRM leads from Wufoo form submissions
Every time a new form is submitted on Wufoo containing an email address, Make will automatically look that email up on Clearbit. If a result is returned it will look that lead up in 1CRM using the email address. If there is no result it will create a new lead. If Clearbit does not return a result the error handler will use the data from the form to create the lead.
Make$4.99
Automate Lead Creation and Campaign Enrollment from ActiveCampaign to Salesforce and Reply.io
This workflow automates the process of checking new ActiveCampaign contacts in Salesforce, creating leads if they don't exist, and enrolling them in a Reply.io sequence.
Make$4.99
Create a Reply.io contact from an Intercom conversation and push it to a sequence
Every time a new Intercom conversation user is created, Make will automatically create a Reply.io contact and push it to a campaign (sequence).

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Create ActiveCampaign contacts from Scriberr people

Every time a new person is copied in Scriberr, Make will automatically add that person to ActiveCampaign as a new contact or update existing contact.

Create Gist leads from HubSpot CRM contacts

Every time a new contact is created in HubSpot CRM, Make will automatically check if the lead exists using their email. If the lead does not exist it will create a new lead in Gist.

Streamlined Lead Nurturing with Automated File Extraction and AI Processing

This workflow is designed to enhance the lead nurturing process by automating the extraction of critical information from uploaded CV files. Leveraging a combination of file extraction and AI-driven chat models, this workflow enables businesses to...

Automate Offline Conversion Tracking from Salesforce to Google Ads

This Zap automates the tracking and sending of offline conversions from Salesforce to Google Ads, ensuring accurate ad campaign optimization.

Automate Your Sales Process with Webhook Integration

Streamline your CRM sales process by automating interactions through a webhook that integrates with AI and Google Sheets.

Automate Lead Management from Calendly to Slack

This workflow automates the handling of new Calendly invitees by filtering them, updating or adding their contact information in LeadConnector, creating opportunities, and notifying your team via Slack. It ensures no lead is overlooked and keeps your team informed about new opportunities, enhancing your lead management process.

Create a sales note in ActiveDEMAND from an Airtable record

his scenario lets you export Airtable records into ActiveDEMAND as a sales note. In order for it to work your Airtable table has to look like [this](https://airtable.com/shrAZmy1wK3qROb9f).

Standup Bot Automation Workflow

This workflow is designed to streamline the configuration management for a standup bot by automating the writing and handling of configuration files. It initiates upon a manual trigger and processes the configuration data in a structured manner. T...

Automated Lead Nurturing with Webhook Responses

The '0590RespondtowebhookStickynoteSendWebhook' workflow is designed to enhance the lead nurturing process in CRM systems by automating responses to incoming webhook messages. This workflow utilizes the power of AI, specifically OpenAI's Chat Mode...

Transforming Executive Stress into Clarity: A Deep Dive Workflow

A workflow designed to help executives reflect on their challenges and insights through guided prompts.

Automated PDF Data Extraction and Analysis Workflow

This workflow automates the extraction of data from PDF documents, specifically CVs, and utilizes OpenAI's capabilities for data analysis. It begins by downloading the PDF file from a specified URL, ensuring that the latest version of the document...

Automate Lead Nurturing: Google Results to Airtable Integration

This workflow automates the process of gathering Google search results for car dealerships based on specified cities and seamlessly adds them to Airtable. By leveraging the SerpApi for Google Maps searches, users can quickly compile relevant lead ...

Automated Email Verification Workflow with Icypeas

The Automated Email Verification Workflow with Icypeas simplifies the email validation process, ensuring that your email lists are clean and effective. By leveraging Icypeas' API, this workflow allows users to verify emails in real-time, significa...

Automate LinkedIn Engagement with Phantombuster, OpenAI & Sheets

This n8n workflow automates LinkedIn post discovery, AI-generated comments, engagement actions, and tracks everything in Google Sheets for professional networking.

Automatically Add New Ticket Tailor Buyers to Sendlane Contacts

This workflow monitors new orders in Ticket Tailor and automatically adds the buyers as contacts in Sendlane, ensuring your contact list is always up-to-date.

RAG Knowledge Chatbot: OpenAI, Google Drive & Supabase

Build a smart RAG chatbot that queries your Google Drive PDFs using OpenAI embeddings stored in Supabase for accurate, context-aware responses.

Async Bulk Web Scraping with Bright Data & Webhook Alerts

Automates asynchronous bulk web scraping via Bright Data APIs, handles snapshot waiting, data retrieval, and webhook notifications for seamless ETL pipelines.

Notion to Pinecone Vector Store Integration

Automates extraction of text from new Notion pages, generates embeddings via Google Gemini, and stores in Pinecone for semantic search and RAG applications.

Scrape Product Info from Google Sheets URLs with Dumpling AI

Automates extraction of product details (name, price, description, reviews) from website URLs in Google Sheets using Dumpling AI, saving results to another sheet for easy access.

Automate Lead Creation in noCRM from Facebook Lead Ads Submissions

Automatically create a new lead in noCRM whenever a new lead is generated from Facebook Lead Ads. Ensure your Facebook form collects at least an email address to facilitate this process.

Send Telegram Notification for New WooCommerce Orders

Automatically sends formatted Telegram notifications to store admins for new WooCommerce orders, including details like ID, total, products, and a direct view link.

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Related categories

Communication (2,463)AI (1,930)Business Operations & ERPs (1,540)Other (1,425)Productivity (1,202)Marketing (1,146)Data & Analytics (995)File & Document Management (802)Notifications (580)Social Media (562)

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