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.
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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.
Draft a personalized follow-up for each new lead
Reads the new HubSpot contact and its recent activity and leaves a tailored follow-up waiting in Gmail.
Keep rep availability current from their calendars
Checks each rep's calendar every day and updates the availability column your lead routing reads.
Post quotes awaiting approval to Slack
Puts every HubSpot quote that is waiting on a sign-off in front of the deal desk each morning.
Get a prep brief before every customer call
Sends you a written brief each morning covering the customers you are meeting that day.
147 workflows · 37–45 shown
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