Score and tier leads as they arrive
Enriches each new lead with company data, scores it against your criteria, and creates the HubSpot contact with its tier.
Workflow templates
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Push HubSpot contacts to Mailchimp and log both
Adds 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.
Run your lead tracker emails and reminders
Sends the stage-appropriate email queued on each Airtable lead and nudges the owner when a lead goes stale.
Report in-store sales back to LinkedIn ads
Sends Square in-store purchases to LinkedIn as conversions, so campaign reporting includes store sales.
Surface media opportunities from your inbox
Summarizes each incoming media request email with its ask and deadline and posts it to the team channel.
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.
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.
147 workflows · 28–36 shown
Agents should build your automations, not be them
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