Run one pipeline for leads from every channel
Merges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.
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.
Lead generation workflow briefs
Handle newsletter signups end to end
Adds every signup to your Mailchimp audience, sends the confirmation, and records the signup source in a sheet.
Alert sales when target accounts show interest
Tells the account owner in Slack when a target company visits, with an outreach angle and a draft first email.
Process referrals and thank the referrer
Logs each referral, emails the referrer a thank you, and creates the referred lead in HubSpot with the credit attached.
Share inbound leads evenly across the team
Assigns each new lead to the next rep in a rotation held in a sheet, sets the CRM owner, and tells the rep.
Credit closed deals to earlier chat conversations
Logs every website chat with the visitor's identity and records which closed deals had a chat beforehand.
Run a lightweight CRM without the overhead
Keeps companies, contacts, and deals in Airtable, emails from a deal row, and reminds owners about follow-ups.
Turn warehouse account signals into sales context
Queries Snowflake for accounts whose usage or health score moved and puts the signal in front of the rep.
Collect video responses from customers
Logs every video answer submitted through your form with a link to the recording and notifies the team.
Agents should build your automations, not be them
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