Lead generation automation templates
Capture every lead, enrich it, route it and follow up, across the forms, CRM and inbox you already use. Pick a brief and Whenever writes it against your accounts.
Bring every lead source into one CRM recordCollects new leads from Typeform and a Google Sheets tab and creates or updates a single HubSpot contact with its original source.
Build this workflowFill in detail on new ActiveCampaign contactsLooks up each new ActiveCampaign contact in Apollo and writes job title, company size, industry, and country onto the record.
Build this workflowTurn form answers into a readable sheet rowAdds every Typeform response to Google Sheets with a short plain-English summary of the free-text answers.Build this workflowCapture a form lead and start the follow-upEnriches each form lead, drafts the right follow-up email in Gmail, and opens a task for the rep who owns the contact.
Build this workflowSend a weekly pipeline summary to the teamPulls open HubSpot deals every Monday, groups them by stage and owner with totals, and shares the write-up in Slack.
Build this workflowWelcome new contacts from a spreadsheet listWatches a Google Sheets contact list and sends the welcome or follow-up email the status column asks for.Build this workflowPublish Facebook posts from a content calendarPublishes due rows from a Google Sheets calendar to your Facebook Page on the cadence you choose.
Build this workflowReport in-store sales back to Meta AdsSends each day's Square in-store purchases to Meta Ads as conversion events, so campaign reporting includes store revenue.
Build this workflowPost form submissions to a Discord channelFormats each Typeform response into a tidy message and posts it to the Discord channel you choose.
Build this workflowCreate a Pipedrive deal from an intake formTurns every Typeform intake response into a Pipedrive person, organization, and deal with the fields mapped across.
Build this workflowSend form submissions to TelegramDelivers a formatted Telegram message with the submitted details every time your form is filled in.
Build this workflowConfirm a form submission over WhatsAppSends each person who submits your form a personalized WhatsApp message using their name and answers.
Build this workflowAdd form submissions to Zoho CRMCreates a Zoho CRM record from every form submission with each answer mapped to the matching field.
Build this workflowDeliver a lead magnet and start the nurtureEmails the download link within minutes of the request and adds them to the Mailchimp audience that runs your nurture.
Build this workflowAcknowledge contact form leads within minutesLogs each contact form submission, sends an acknowledgement within minutes, and alerts the on-duty rep in Slack.Build this workflowSend outreach from your lead spreadsheetSweeps a Google Sheets lead list and sends the tailored outreach email for every row you mark ready.Build this workflowComplete CRM contacts that only have an emailFinds HubSpot contacts with nothing but an email address and fills in role and company data from Apollo.Build this workflowWrite a research brief for every new leadGathers company facts and recent news for each new HubSpot lead and saves a short why-they-might-buy note.
Build this workflowLog daily press releases from target industriesScans the news each day for announcements in your target industries and appends them to a research sheet.
Build this workflowTrack companies quoted in industry newsSearches news every day for companies quoted in your industry and logs them as prospecting signals.
Build this workflowTrack reviews and best-of lists in your categoryFinds new reviews and roundups covering your product category each day and logs them for competitive research.Build this workflowReview enriched leads before they reach the CRMEnriches every new lead into an Airtable review queue and pushes the rows your team approves into HubSpot.
Build this workflowScore and tier leads as they arriveEnriches each new lead with company data, scores it against your criteria, and creates the HubSpot contact with its tier.Build this workflowPush HubSpot contacts to Mailchimp and log bothAdds or updates each recently changed HubSpot contact in your Mailchimp audience, never re-subscribing anyone who left, and keeps a sheet of lifecycle stage and subscription status side by side.Build this workflowRun your lead tracker emails and remindersSends the stage-appropriate email queued on each Airtable lead and nudges the owner when a lead goes stale.Build this workflowReport in-store sales back to LinkedIn adsSends Square in-store purchases to LinkedIn as conversions, so campaign reporting includes store sales.
Build this workflowSurface media opportunities from your inboxSummarizes each incoming media request email with its ask and deadline and posts it to the team channel.Build this workflowRun one pipeline for leads from every channelMerges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.Build this workflowHandle newsletter signups end to endAdds every signup to your Mailchimp audience, sends the confirmation, and records the signup source in a sheet.Build this workflowAlert sales when target accounts show interestTells the account owner in Slack when a target company visits, with an outreach angle and a draft first email.
Build this workflowProcess referrals and thank the referrerLogs each referral, emails the referrer a thank you, and creates the referred lead in HubSpot with the credit attached.Build this workflowShare inbound leads evenly across the teamAssigns each new lead to the next rep in a rotation held in a sheet, sets the CRM owner, and tells the rep.Build this workflowCredit closed deals to earlier chat conversationsLogs every website chat with the visitor's identity and records which closed deals had a chat beforehand.
Build this workflowRun a lightweight CRM without the overheadKeeps companies, contacts, and deals in Airtable, emails from a deal row, and reminds owners about follow-ups.Build this workflowTurn warehouse account signals into sales contextQueries Snowflake for accounts whose usage or health score moved and puts the signal in front of the rep.
Build this workflowCollect video responses from customersLogs every video answer submitted through your form with a link to the recording and notifies the team.Build this workflowDraft a personalized follow-up for each new leadReads the new HubSpot contact and its recent activity and leaves a tailored follow-up waiting in Gmail.Build this workflowKeep rep availability current from their calendarsChecks each rep's calendar every day and updates the availability column your lead routing reads.
Build this workflow
All templatesBuild this workflowFill in detail on new ActiveCampaign contactsLooks up each new ActiveCampaign contact in Apollo and writes job title, company size, industry, and country onto the record.Build this workflowTurn form answers into a readable sheet rowAdds every Typeform response to Google Sheets with a short plain-English summary of the free-text answers.Build this workflowCapture a form lead and start the follow-upEnriches each form lead, drafts the right follow-up email in Gmail, and opens a task for the rep who owns the contact.Build this workflowSend a weekly pipeline summary to the teamPulls open HubSpot deals every Monday, groups them by stage and owner with totals, and shares the write-up in Slack.Build this workflowWelcome new contacts from a spreadsheet listWatches a Google Sheets contact list and sends the welcome or follow-up email the status column asks for.Build this workflowPublish Facebook posts from a content calendarPublishes due rows from a Google Sheets calendar to your Facebook Page on the cadence you choose.Build this workflowReport in-store sales back to Meta AdsSends each day's Square in-store purchases to Meta Ads as conversion events, so campaign reporting includes store revenue.Build this workflowPost form submissions to a Discord channelFormats each Typeform response into a tidy message and posts it to the Discord channel you choose.Build this workflowSend form submissions to TelegramDelivers a formatted Telegram message with the submitted details every time your form is filled in.Build this workflowConfirm a form submission over WhatsAppSends each person who submits your form a personalized WhatsApp message using their name and answers.Build this workflowAdd form submissions to Zoho CRMCreates a Zoho CRM record from every form submission with each answer mapped to the matching field.Build this workflowAcknowledge contact form leads within minutesLogs each contact form submission, sends an acknowledgement within minutes, and alerts the on-duty rep in Slack.Build this workflowSend outreach from your lead spreadsheetSweeps a Google Sheets lead list and sends the tailored outreach email for every row you mark ready.Build this workflowComplete CRM contacts that only have an emailFinds HubSpot contacts with nothing but an email address and fills in role and company data from Apollo.Build this workflowWrite a research brief for every new leadGathers company facts and recent news for each new HubSpot lead and saves a short why-they-might-buy note.Build this workflowLog daily press releases from target industriesScans the news each day for announcements in your target industries and appends them to a research sheet.Build this workflowTrack companies quoted in industry newsSearches news every day for companies quoted in your industry and logs them as prospecting signals.Build this workflowTrack reviews and best-of lists in your categoryFinds new reviews and roundups covering your product category each day and logs them for competitive research.Build this workflowReview enriched leads before they reach the CRMEnriches every new lead into an Airtable review queue and pushes the rows your team approves into HubSpot.Build this workflowScore and tier leads as they arriveEnriches each new lead with company data, scores it against your criteria, and creates the HubSpot contact with its tier.Build this workflowPush HubSpot contacts to Mailchimp and log bothAdds or updates each recently changed HubSpot contact in your Mailchimp audience, never re-subscribing anyone who left, and keeps a sheet of lifecycle stage and subscription status side by side.Build this workflowRun your lead tracker emails and remindersSends the stage-appropriate email queued on each Airtable lead and nudges the owner when a lead goes stale.Build this workflowReport in-store sales back to LinkedIn adsSends Square in-store purchases to LinkedIn as conversions, so campaign reporting includes store sales.Build this workflowSurface media opportunities from your inboxSummarizes each incoming media request email with its ask and deadline and posts it to the team channel.Build this workflowRun one pipeline for leads from every channelMerges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.Build this workflowHandle newsletter signups end to endAdds every signup to your Mailchimp audience, sends the confirmation, and records the signup source in a sheet.Build this workflowAlert sales when target accounts show interestTells the account owner in Slack when a target company visits, with an outreach angle and a draft first email.Build this workflowProcess referrals and thank the referrerLogs each referral, emails the referrer a thank you, and creates the referred lead in HubSpot with the credit attached.Build this workflowShare inbound leads evenly across the teamAssigns each new lead to the next rep in a rotation held in a sheet, sets the CRM owner, and tells the rep.Build this workflowCredit closed deals to earlier chat conversationsLogs every website chat with the visitor's identity and records which closed deals had a chat beforehand.Build this workflowRun a lightweight CRM without the overheadKeeps companies, contacts, and deals in Airtable, emails from a deal row, and reminds owners about follow-ups.Build this workflowTurn warehouse account signals into sales contextQueries Snowflake for accounts whose usage or health score moved and puts the signal in front of the rep.Build this workflowCollect video responses from customersLogs every video answer submitted through your form with a link to the recording and notifies the team.Build this workflowDraft a personalized follow-up for each new leadReads the new HubSpot contact and its recent activity and leaves a tailored follow-up waiting in Gmail.Build this workflowKeep rep availability current from their calendarsChecks each rep's calendar every day and updates the availability column your lead routing reads.Build this workflowAgents should build your automations, not be them
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