CRM & Sales Pipeline

Add Google Forms Responses to Notion CRM and Email the TeamApp eventGmail · Google Sheets · Notion · 3 steps Create a Customer.io Customer and Add Them to a SegmentManual runCustomer Io · 3 steps Manage GoHighLevel CRM by Chat with an OpenAI AssistantChat messageOpenAI · HighLevel · 18 steps Create a Client in HarvestManual runHarvest · 2 steps Create a Company in SalesmateManual runSalesmate · 2 steps Create a Contact in Agile CRMManual runAgile Crm · 2 steps Create a Contact in DriftManual runDrift · 2 steps Create a Deal in PipedriveManual runPipedrive · 2 steps Create a New User in IntercomManual runIntercom · 2 steps Create a User Profile in VeroManual runVero · 2 steps Create an Organization in AffinityManual runAffinity · 2 steps Fetch Contact Data from HubSpotManual runHubSpot · 2 steps Look Up People in Google Contacts as a ToolCalled by another workflowGoogle Contacts · 2 steps Send Zendesk Tickets to Pipedrive Contacts as TasksSchedulePipedrive · Zendesk · 17 steps Sync and Tag Student Contacts in MauticWebhook / API callMautic · 17 steps Receive Updates for All Pipedrive ChangesApp eventPipedrive · 1 steps Receive Updates When an ActiveCampaign Account Is AddedApp eventActive Campaign · 1 steps Receive Updates When an Affinity List Is CreatedApp eventAffinity · 1 steps Handle Contact Requests with an OpenAI Agent Backed by AirtableCalled by another workflowAirtable · 8 steps Update HubSpot Contacts with Zendesk Ticket DataScheduleHubSpot · Zendesk · 13 steps