200 templates
Sales automation templates
Common sales automations
- Tell the team when a large deal moves to a new stage
- Flag deals that haven't been touched in two weeks
- Post new inbound leads to the right rep's channel
- Send a Monday summary of the pipeline to the sales lead
Why automate it
- Managers can step in on important deals while there is still time to help
- Reps spend less time updating each other and more time selling
- Fewer deals are lost because nobody noticed they had stalled
HubSpot automations
Everything you can automate in HubSpot →Alert on large HubSpot deals
Every 15 minutes, deals over a set value that changed stage are posted to your sales channel.
Add new leads to HubSpot without duplicates
Leads from your forms, bookings and shop become HubSpot contacts, matched by email so nobody is added twice.
Log call summaries in HubSpot with a follow-up task
After a call, the contact gets a short summary as a note and a follow-up task is waiting for you.
Get a weekly CSV of your HubSpot contacts
A full export of your contacts arrives in your inbox every week, ready to open in a spreadsheet.
Assign new HubSpot deals to the right rep
Deals without an owner are given to a rep based on the company's country and size, within minutes.
Get a weekly list of customers at risk of leaving
Each Monday you get a ranked list of customers who look likely to churn, with a reason for each.
Remove a list of contacts from HubSpot
Send a list of email addresses and those contacts are archived, with a count of how many were removed.
Get a short review of every lost deal
When a deal moves to closed lost, you get a blameless write-up of what happened, based on the deal notes.
Post HubSpot form submissions to Slack
Each new form submission shows up in Slack with the answers, within a few minutes.
Get a morning summary of yesterday's deals
Each morning you see which deals were created or changed, grouped by stage with totals.
Post new HubSpot contacts to Slack
Your team sees each new contact's name, email and source in Slack within minutes.
Get a Slack message when a deal changes stage
When a deal moves stage, the deal name, new stage and amount are posted to Slack.
Find deals stuck in one stage too long
Each morning you see the open deals that haven't moved in two weeks, before they go cold.
Get a daily list of overdue HubSpot tasks
Each weekday you get the tasks that are past due and not done, grouped by owner.
Post new support tickets to Slack
Every new HubSpot ticket shows up in your support channel with its subject and priority.
Score new HubSpot leads and flag the best ones
New contacts get a fit score saved on their record, and the strongest ones are sent to you in Slack.
Check new HubSpot contacts and companies for bad data
New contacts with broken emails and new companies with dead websites are flagged in Slack before anyone works them.
Log new Stripe invoices in HubSpot and Slack
Each new Stripe invoice updates the customer's company in HubSpot and is posted in your finance channel.
Post high-quality HubSpot leads to Slack
New HubSpot contacts from larger companies or with a high lead score show up in #sales within minutes, with a link to the record.
Log sales call summaries on the HubSpot contact and in Slack
After each sales call, a summary with next steps is added to the contact in HubSpot and shared in #sales.
Post new HubSpot deals and stage changes in Slack
Your sales channel hears about every new deal and every stage move, with amount and owner.
Post a weekly HubSpot leads and revenue summary in Slack
Every Monday your sales channel sees last week's new contacts, stage changes and won deals in one short message.
Flag HubSpot deals that have gone quiet
Every morning your sales channel lists deals with no activity in 21 days, with the owner tagged so they can follow up.
Alert Slack about urgent HubSpot tickets left open
High-priority HubSpot tickets open for more than 4 hours are flagged in your support channel so someone picks them up.
Spot customers at risk of churning from support tickets
Each morning #cs gets a short list of customers whose recent tickets suggest they might leave, with the reason for each.
Remind account owners about upcoming contract renewals in Slack
Every Monday, #renewals lists the HubSpot companies renewing in the next 60 days, each tagged with its owner.
Remind deal owners to follow up on quiet proposals
Each morning, reps get a Slack message about their deals in Proposal sent with no activity for five days.
Review each week's lost HubSpot deals with AI in Slack
Every Friday your sales channel gets the common reasons deals were lost this week and ideas for which ones to revisit.
Add new customers to HubSpot and get a Telegram alert
Every new sign-up or sale is added to HubSpot as a contact and you get a Telegram message straight away.
Send lead details to your Telegram bot and save them in HubSpot
Forward or type a lead's details to your Telegram bot and they're saved as a HubSpot contact, with a link sent back to you.
Get AI follow-up suggestions for your deals on Telegram
Each morning, deals sitting at Proposal sent get a suggested follow-up message delivered to you on Telegram.
Get call summaries in HubSpot and on WhatsApp
After every sales call, a short summary with next steps is saved on the HubSpot contact and sent to the rep on WhatsApp.
Qualify WhatsApp enquiries into HubSpot
People who message your WhatsApp number are asked the right questions, saved in HubSpot with a score, and hot leads are posted to #sales.
Log invoice photos from WhatsApp on HubSpot deals
When a customer sends a photo of an invoice or receipt on WhatsApp, its number, amount and date are recorded on their HubSpot deal and they get a confirmation.
Welcome hot leads on WhatsApp the moment they sign up
New leads from your form are scored and saved in HubSpot, and the hot ones get a WhatsApp welcome straight away with a heads-up in #sales.
Send marketing-qualified HubSpot contacts to Salesforce
Contacts that reach MQL in HubSpot are created as Salesforce leads within 30 minutes, without duplicates, and sales hears about them in Slack.
Fill in missing company details across HubSpot and Salesforce
Every night, companies are matched by website, blank industry, size and phone fields are filled from the other CRM, and you get an email of the changes.
Gmail automations
Everything you can automate in Gmail →Add form leads to HubSpot and email the good ones
Every form lead lands in HubSpot, the promising ones get a personal email from your Gmail within minutes, and you hear about it.
Welcome new customers when a HubSpot deal is won
As soon as a deal closes, the customer gets a personal welcome email from your Gmail and an account manager is assigned in HubSpot.
Draft personal outreach emails for a HubSpot list
Each contact in your HubSpot outreach list gets a tailored email waiting in your Gmail drafts, ready for you to check and send.
Email new HubSpot contacts nobody has contacted yet
New contacts who haven't heard from you get an introduction email from your Gmail each day, and HubSpot records that they've been contacted.
Follow up with HubSpot contacts who haven't replied
Contacts who didn't answer your first email get a polite follow-up from Gmail a few days later, and HubSpot shows it was sent.
Draft email replies using the customer's HubSpot record
When a customer emails you, a reply draft that knows their account is waiting in Gmail and you get a Slack message to review it.
Get a weekly revenue forecast from HubSpot by email
Every Monday you get an email with your weighted pipeline forecast and the deals most at risk.
Turn lead notification emails into HubSpot contacts and deals
Lead emails from your shop, property portal or directory listing become HubSpot contacts with a deal attached, without any copying and pasting.
Close cold HubSpot deals and ask for feedback
Deals with no activity for three weeks are marked Closed Lost, the contact gets a short feedback email from Gmail, and the team sees a summary in Slack.
Get a weekly email of your team's Salesforce activity
Every Monday you get an email showing each rep's tasks, meetings, deals moved and revenue won last week, with short coaching notes.
Get a weekly email of customers at risk of leaving
Each week you get an email listing customers whose health looks poor, with a score, the reason and how it changed since last week.
Turn enquiry emails into Salesforce leads
Emails you label Leads in Gmail become Salesforce leads with the contact details filled in, and are moved out of the way.
Get an email when deals start to stall
Each day you get an email listing newly at-risk deals, with the warning signs for each.
Get a monthly strategy brief for your key accounts
Each month you get an email with upsell gaps, competitor risks and a suggested next move for each of your top accounts.
Add website form leads to Pipedrive and email them a thank-you
Each form submission becomes a person and a deal in Pipedrive, and the lead gets a confirmation email from your Gmail straight away.
Sort lead replies in Gmail into Pipedrive follow-ups
Replies from Pipedrive contacts are tagged by intent and urgency, logged on their deal with a follow-up activity, and hot ones are flagged in Slack.
Get a Pipedrive brief by email before each sales meeting
Each morning you get one email with the deal stage, value, recent notes and past activities for everyone you're meeting that day.
Save each order in Zoho CRM and email a confirmation
Every new order or inquiry is saved as a contact and deal in Zoho CRM, and the customer gets a confirmation email from Gmail.
Draft follow-ups for stalled deals and new leads
Each morning, stalled deals and untouched new leads get a personal follow-up drafted in your Gmail, with a note added in Zoho.
Score new Zoho leads and email me a briefing
Every new lead in Zoho CRM is scored, the score is saved on the lead, and you get a short briefing email on the ones worth calling.
Spot upsell chances in support tickets
Support tickets that hint at a bigger need are flagged, logged as a note and task in Zoho CRM, and emailed to sales.
Get a weekly report of messy leads in Zoho CRM
Every Monday you get an email listing leads with invalid emails, missing fields or likely duplicates, so you can clean them up.
Get an email only for strong form leads
When someone fills in your form, their email is checked and enriched with Hunter, and you get an email only if they look like a real business lead.
Find prospects' emails and send a personal intro each day
Each day the next people on your list get their email found with Hunter and a short, personal intro sent from your Gmail, up to a daily limit.
Send your outreach only to verified addresses
Before each day's outreach goes out, every address is checked with Hunter and only the valid ones are emailed from your Gmail.
Google Sheets automations
Everything you can automate in Google Sheets →Enrich companies from a sheet and update HubSpot
Companies you add to your Enrich sheet are researched, created or updated in HubSpot with industry, size and a summary, and the row is marked done.
Track weekly HubSpot lifecycle numbers in a sheet
Every Monday a new row in your Pipeline metrics sheet shows how many contacts reached each lifecycle stage last week, split by source.
Score inbound leads, add them to HubSpot and log them in a sheet
Each form lead is scored, created in HubSpot with that score, added to your Leads sheet, and the hot ones are posted to Slack.
Sync leads from a Google Sheet into HubSpot
New rows in your Leads sheet become HubSpot contacts within 15 minutes, without duplicates, and each row gets its HubSpot ID.
Log a weekly HubSpot revenue forecast in a sheet
Every Monday your weighted pipeline forecast is added to your Forecast sheet and you get an email with the highlights.
Flag stalled HubSpot deals with a suggested follow-up
Each weekday, deals that have gone quiet for two weeks are listed in your Stalled deals sheet with a suggested follow-up, and owners get a Slack nudge.
Log new HubSpot form submissions to Google Sheets
Each new submission to a HubSpot form becomes a row in a Google Sheets tab, one column per form field, with the page it came from.
Create Salesforce accounts from a Google Sheet
Companies added to your sheet are created as Salesforce accounts, with no duplicates, and each row gets its Salesforce ID.
Log review sentiment in a sheet and open cases for bad ones
New customer reviews are labelled positive, neutral or negative in a Google Sheet, and negative ones become Salesforce cases.
Log every lead in a sheet and create it in Salesforce
Each lead from your form or ads is scored, created in Salesforce and added to a Google Sheet with a link to the record.
Audit open deals against rules kept in a sheet
Every Monday, open Salesforce deals are checked against the rules in your Google Sheet and every breach is listed on a Findings tab.
Build a white-space table of what key accounts haven't bought
Each month, a Google Sheet shows every key account against your product list, marking what they own and counting the gaps.
Get realistic close dates for open deals
Every week, AI estimates a realistic close date for each open deal, saves it in Salesforce and logs the old and new dates in a sheet.
Find prospects' emails and draft a first message in your sheet
For each new name and company domain in your sheet, Hunter finds the email address and a short, personal first email is written beside it.
List the people at each company in your sheet
For each company domain you add, up to five contacts with their names, roles and emails are added to your Contacts tab.
Check new form leads with Hunter and log them in a sheet
Every form lead is checked with Hunter, logged in your sheet with its verification result and company details, and you get an email for the valid ones.
Verify every email address in your outreach sheet
Each night, unchecked emails in your sheet are verified with Hunter and marked deliverable, risky or invalid.
Score local business leads and find the owner's email
Each business in your sheet gets a fit score for your offer, and the good fits get a decision-maker's email from Hunter.
Copy Hunter leads to Google Sheets
Leads saved in a Hunter leads list are copied to a Google Sheets tab with name, email, company, position and verification status.
Find company details for domains in Google Sheets
For each domain in the sheet without details, Hunter's company data fills in name, industry, headcount, country and LinkedIn.
Salesforce automations
Everything you can automate in Salesforce →Turn website inquiries into Salesforce leads
Every inquiry creates or updates a Salesforce lead, with a task holding the message so nothing gets lost.
Fill in next steps on open opportunities
Open opportunities with an empty Next Step get a suggested one written in, and you get the list.
Fill in new Salesforce accounts from their website
New accounts get industry, employee range and a short description filled in from their homepage.
Tell your team in Slack when you win a deal
Every opportunity that moves to Closed Won is posted to Slack with its name, amount and owner.
Get a morning summary of pipeline changes
Each weekday you get a short read on what moved in your pipeline yesterday, with totals by stage.
Post new Salesforce opportunities to Slack
Each new opportunity shows up in Slack with its amount and close date within minutes.
Find open deals with a past close date
Each weekday you see the open opportunities whose close date has passed, grouped by owner.
Post new Salesforce leads to Slack
Your team sees each new lead's name, company and source in Slack within minutes.
Get a weekly report of duplicate leads
Each week you get the groups of leads that share an email address, ready for you to merge.
Back up your Salesforce records every week
A CSV copy of your accounts, contacts and opportunities is sent to you every week.
Get a weekly coaching note on each rep
Each Friday you get a short summary of every rep's calls, tasks and meetings for the week.
Get a morning list of deals that have gone quiet
Each weekday, every rep sees which of their Salesforce deals haven't moved in two weeks, with a suggested next step for each.
Spot risky renewals 90 days out
Every Monday, customer success sees which accounts renewing in the next 90 days show warning signs, and why.
Hear when a big deal starts looking risky
Each day your large Salesforce deals get a risk score, and the owner gets a Slack message when one jumps, with the reason.
Turn form leads into Salesforce leads and alert sales
Every form submission becomes a scored Salesforce lead, and the hot ones are posted to #sales straight away.
Get a Friday list of deals that break your sales rules
Every Friday, each rep sees which of their open deals have missing fields, an out-of-date close date or a discount over your limit.
Get reminded when a key account goes quiet
Each week, owners of your top-tier Salesforce accounts are reminded in Slack about any account nobody has contacted in 30 days.
Pipedrive automations
Everything you can automate in Pipedrive →Turn form submissions into Pipedrive leads
Each form submission creates or updates the person and adds a lead with their answers, and you hear about it in Slack.
Create follow-ups when a lead replies with interest
When a lead replies, the email is checked for interest and a call is booked on the deal for the ones who want to talk.
Note outside events on Pipedrive contacts
When something happens elsewhere, like a support ticket, it is added as a note on the matching person.
Get a morning summary of your open deals
Each weekday you get a short read on every open deal by stage, with its latest notes.
Post won Pipedrive deals to Slack
Every won deal is posted to your wins channel with its name, value and owner.
Post new Pipedrive deals to Slack
Your team sees each new deal's value and stage in Slack within minutes.
Get a daily list of deals going stale
Each weekday you see the open deals with no activity in two weeks, grouped by owner.
Get a daily list of overdue activities
Each morning you see the calls, meetings and tasks that are past due and not done.
Get a weekly sales report
Each Monday you get last week's won, lost and new deals with totals per owner.
See why you lost deals last month
On the 1st of each month you get last month's lost deals counted by reason, with common themes pulled out.
Post new Pipedrive contacts to Slack
Each new person is posted to Slack with their organization and owner.
Research new Pipedrive organisations and flag the good ones
Every new organisation in Pipedrive gets a short company summary as a note, and the high-fit ones are posted to #sales.
Log booked meetings in Pipedrive and tell the team
Each time a prospect books a meeting, they're added to Pipedrive with a meeting activity and the team sees it in #sales.
Celebrate won deals in Slack and ask finance to invoice
When a Pipedrive deal is marked Won, #wins gets the deal, value and products, and finance is asked to approve the invoice.
Turn lead replies into the right Pipedrive follow-up
When a lead replies to your email, Pipedrive gets a follow-up activity that matches what they asked for, and the rep is told in Slack.
Zoho CRM automations
Everything you can automate in Zoho CRM →Sync shop customers into Zoho CRM contacts
Customers from your store are added or updated in Zoho CRM with a tier based on what they spend.
Get a weekly CSV of all your leads
Every Monday you get every Zoho CRM lead in a spreadsheet, with status and source.
Flag big sales orders as VIP
Sales orders over $5,000 get a VIP tag and you hear about them in Slack.
Rate ad leads before they reach the CRM
Each ad form lead is rated hot, warm or cold with a reason and created in Zoho CRM.
Post new Zoho CRM leads to Slack
Sales sees each new lead's name, company and source within minutes.
Get yesterday's new leads by source
One morning email listing yesterday's leads, grouped by where they came from.
See overdue CRM tasks by owner
Each weekday morning you get open tasks past their due date, grouped by who owns them.
Get next steps for deals that went quiet
Every Monday, deals untouched for 14 days come with a suggested action in Slack.
Find leads with missing details or duplicates
A weekly email of leads missing an email, phone or source, plus likely duplicates.
Share won deals in Slack
When a deal moves to Closed Won, the team sees the name, amount and owner.
Draft a follow-up email for each new lead
Every new lead gets a personalised follow-up draft saved as a note, ready to send.
ActiveCampaign automations
Everything you can automate in ActiveCampaign →
Post new ActiveCampaign contacts to Slack
Each new contact appears in Slack with their name, email and the list they joined.
Get one end-of-day round-up of new contacts
At 5pm Slack gets a single message with the day's new contacts, grouped by list.
Share contact notes in Slack
When someone writes a note on a contact, the team sees the note and who it is about.
Announce new deals in Slack
Every new deal shows up with its title, value, owner and stage.
Hear when a deal moves stage or is won
Slack tells you each time a deal advances in the pipeline or closes as won.
List deals that have gone quiet
Every Monday you get open deals with no changes in two weeks, grouped by owner.
Get overdue tasks every morning
Each morning you see every task past its due date with the contact or deal it belongs to.
Get last week's campaign numbers on Monday
A table of every campaign sent last week with sends, opens, clicks and unsubscribes.
Post ActiveCampaign unsubscribes to Slack
You see who left and from which list as soon as it happens.
Tag contacts when your site reports an action
Your site sends an email and a tag, and the matching contact is tagged in ActiveCampaign.
Get an evening summary of contact notes
Each evening the day's notes are summarised and the urgent ones are flagged at the top.
Hunter.io automations
Everything you can automate in Hunter.io →Verify new leads in a Hunter list every day
Each day you get the new leads whose emails are invalid or risky, before you write to them.
Post Hunter campaign replies to Slack
When a recipient replies to one of your Hunter campaigns, your team sees it in Slack.
Get warned when Hunter credits run low
Each morning, Hunter's account usage is checked and an email goes out when searches or verifications left for the month drop below 10%, with the reset date.
Add new contacts at target companies to a Hunter list
Every Monday, Hunter's Domain Search runs for a set of company domains and any new contacts in chosen departments are saved as leads in a Hunter list, with an email summary.
Find missing emails for leads in a Hunter list
Every day, leads in a Hunter list that have a name and company domain but no email are run through Hunter's Email Finder, and found addresses are saved back to the lead.
Airtable automations
Everything you can automate in Airtable →Turn people in your Airtable engagement table into HubSpot contacts
People added to your Airtable engagement table, such as those who comment on your LinkedIn posts, become HubSpot contacts and are marked as synced.
Copy new HubSpot deals into Airtable
Every new HubSpot deal appears in your Airtable Deals table within 15 minutes, with a heads-up in Slack.
Start an Airtable onboarding record when a HubSpot deal is won
When a deal is won, an onboarding record is created in your Airtable tracker and the contact becomes a Customer in HubSpot.
Score new leads and assign them to a rep from your Airtable team table
Each inbound lead is scored by AI and created in HubSpot with the right owner, chosen from your Airtable sales team table.
Keep contacts in sync between Airtable and HubSpot
Contacts stay the same in Airtable and HubSpot whichever side you edit, with the most recent change winning.
Close automations
Everything you can automate in Close →
Post every new Close lead to Slack
Each lead created in Close shows up in Slack with the company and main contact.
Hear when a Close lead becomes Qualified
I'm told the moment a lead moves into Qualified.
Share a summary of each call logged in Close
Every logged call appears in Slack with the lead, duration and a short summary of the notes.
Copper automations
Everything you can automate in Copper →
Post Copper wins to each pipeline's Slack channel
When a deal is marked Won, the channel for its pipeline hears about it with the value and owner.
Get alerted to each new Copper opportunity
Every new opportunity shows up with its company, value and expected close date.
Track Copper opportunity status changes
I see when a deal moves between Open, Won, Lost or Abandoned, with the old and new status.
Freshsales automations
Everything you can automate in Freshsales →
Post new Freshsales deals to Slack
Each new deal appears in #sales with its name, amount and owner within a few minutes of being created.
Get told when a deal changes stage
When one of my deals moves to a new stage, I get a Slack message with the deal and its new stage.
Email a Monday pipeline summary
Every Monday morning I get an email with open deal value per stage and the deals expected to close this week.
Attio automations
Everything you can automate in Attio →
Post new Attio deals to Slack as they're created
The moment a deal is added in Attio, #deals gets its name, value and owner.
Get told when a deal moves stage in your Attio list
Whenever an entry in my pipeline list changes stage, Slack tells me which deal moved and where to.
Email a Friday list of new Attio records
Each Friday afternoon I get an email of the companies and deals added to Attio that week, grouped by type.
Apollo.io automations
Everything you can automate in Apollo.io →
Post new Apollo contacts to Slack
Within 15 minutes of a contact being added in Apollo, #prospects gets their name, title and company.
Hear when a target account changes stage
When one of our Apollo accounts moves to a new stage, I get a Slack message saying which account and which stage.
Email yesterday's sequence replies and meetings
Each morning I get an email listing the Apollo sequence contacts who replied or booked a meeting the day before.
Outreach automations
Everything you can automate in Outreach →
Post new Outreach prospects to Slack
As soon as a prospect is created in Outreach, #sdr-team sees their name, company and owner.
Get your overdue Outreach tasks each morning
Every weekday at 8am I get an email of my Outreach tasks that are due or overdue, grouped by type.
Announce new Outreach opportunities in Slack
Whenever an opportunity is created in Outreach, the team hears about it in Slack straight away.
Salesloft automations
Everything you can automate in Salesloft →
Post booked Salesloft meetings to Slack
When a meeting is booked in Salesloft, #wins shows who it's with, when it is and which rep booked it.
Get new Salesloft leads in Slack
New people added to Salesloft show up in Slack within 10 minutes, with their title and account.
Know when a cadence email gets a reply or bounces
I get a Slack message when a prospect replies to a cadence email or one of our emails bounces.
lemlist automations
Everything you can automate in lemlist →
Get a Slack message when a lemlist lead replies
Each reply shows up in Slack with the lead's name, the campaign and the start of their message.
Sort lemlist replies and see only the interested ones
Every reply is labelled, and only leads who want to talk are sent to you.
Hear about bounces and unsubscribes in lemlist
Bounced addresses and opt-outs are posted with the lead and campaign, so you can fix a bad list early.
Instantly automations
Everything you can automate in Instantly →
Send interested Instantly leads to Slack
When a lead is marked Interested, sales sees who it is, which campaign it came from and what they wrote.
Get every Instantly reply in Slack
Each new reply is posted with the first lines of the message, so nothing waits unread.
Get campaign results when an Instantly campaign ends
When a campaign finishes, you get its sent, opened and replied totals in one message.
Smartlead automations
Everything you can automate in Smartlead →
Classify Smartlead replies and flag the interested ones
Every reply is read and labelled, and only the interested leads are posted for you.
Get a Slack ping when Smartlead marks a lead Interested
When a lead's category changes to Interested, you see the lead and their reply in Slack.
Email yourself yesterday's Smartlead numbers
Each morning a table shows sends, opens and replies for every active campaign.
Gong automations
Everything you can automate in Gong →
Post an AI summary of each Gong call to Slack
Shortly after a call is recorded, the channel gets a summary with the action items.
Get a morning digest of yesterday's Gong calls
One email each morning covers every call from the day before.
Email weekly call activity per rep
Every Friday I see how many calls each rep had and how long they talked.
DocuSign automations
Everything you can automate in DocuSign →Hear in Slack when a DocuSign contract is fully signed
Once every signer has finished, the channel gets the document name and who signed.
Know when a DocuSign envelope is opened or declined
I see when a recipient opens a contract and when someone declines it.
Get a daily list of unsigned DocuSign envelopes
Each morning I know which contracts have been waiting on a signature for more than 3 days.
PandaDoc automations
Everything you can automate in PandaDoc →
Post signed PandaDoc deals to #saleswins
When a client signs, the team sees the rep, the document and the deal amount in Slack.
Get a Slack alert when a PandaDoc proposal goes out
Every proposal or quote that's sent shows up in Slack with who sent it and to whom.
Get a weekly list of unsigned PandaDoc proposals
Each Monday I see the proposals that have been out for over a week without a signature.
Dropbox Sign automations
Everything you can automate in Dropbox Sign →Hear in Slack when a document is fully signed
The moment the last signer finishes, Slack shows the document title and who signed.
Post each new signature request to Slack
My team sees every signature request as it goes out, so nobody sends a duplicate.
Get a morning list of unsigned requests
Each morning I get an email of the requests that have waited more than 3 days for a signature.
Keap automations
Everything you can automate in Keap →
Post new Keap contacts to Slack
Each new contact shows up in Slack with their name, email and where they came from.
Hear about every Keap payment as it lands
When a customer pays, Slack shows who paid and how much.
Get alerted when a contact is tagged Hot lead
As soon as someone gets the 'Hot lead' tag, I see it in Slack and can call them.
Slack automations
Everything you can automate in Slack →Get Slack alerts for deals that are stalling in Zoho CRM
Each morning Slack lists open deals that have gone quiet, with a suggested next step for each.
Add landing page leads to Zoho CRM and ping Slack
Every lead from your landing page is checked, created in Zoho CRM, and announced in Slack so someone picks it up straight away.
Get follow-up drafts for due deals in Slack
Each morning Slack gives you a ready-to-send follow-up message for every deal due a follow-up today.
Dynamics 365 automations
Everything you can automate in Dynamics 365 →Get yesterday's new Dynamics 365 leads by email
Each morning you see every lead created the day before, with its owner and source, in one email.
Get alerts about Dynamics 365 deals nobody has touched
Each week you see the open opportunities that haven't changed in 30 days, grouped by owner, before they go cold.
ZoomInfo automations
Everything you can automate in ZoomInfo →
Get a weekly list of accounts showing buying intent
Each Monday you see which companies are researching your topics, ranked by intent score.
Get warned before ZoomInfo credits run out
You get an email when your team has used more than 80% of its ZoomInfo API allowance.
Lusha automations
Everything you can automate in Lusha →
Enrich a contact list with Lusha and email the results
My list of emails comes back with names, titles and company details as a CSV in my inbox.
Get a warning when Lusha credits run low
An email lands before my team runs out of Lusha credits mid-campaign.
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