Free
Payment Reminder
Send escalating invoice reminders before and after due date with payment link refresh.
BeginnerPartial15 min
★4.18.3k installs
← Back to marketplace
Category
Sales Automation
Close more deals with automated CRM updates, AI lead scoring, quote and proposal generation, WhatsApp sales sequences, and lost-lead recovery campaigns.
22 templates available
⌕
Collections
Integrations (multi-select)
22 templates
FeaturedAIFree
Discount Campaigns
Launch time-boxed discount codes synced to Shopify and tracked against CRM campaign ROI.
AdvancedPartial30 min
★4.65.4k installs
Free
Contract Generator
Merge CRM deal terms into DocuSign envelopes with standard clauses and approval routing.
AdvancedPreview15 min
★4.99.7k installs
Free
Lead Qualification
Score inbound leads from forms, chat, and ads using firmographic rules and AI intent signals.
IntermediatePartial1 hour
★4.23.1k installs
AIFree
Email Sequence
Orchestrate multi-touch outbound sequences personalized by industry and persona from CRM segments.
AdvancedPartial30 min
★4.38.8k installs
Free
LinkedIn Lead Form Sync
LinkedIn Lead Form Sync — orchestrates HubSpot, Salesforce, Gmail, Slack to automate this workflow with field mapping, notifications, and audit logging.
BeginnerPreview20 min
★4.74.8k installs
Free
Facebook Lead Ads to CRM
Normalize Facebook Lead Ads submissions into HubSpot contacts with campaign attribution and instant Slack alert.
BeginnerPreview20 min
★3.87.3k installs
Premium
Calendly Booking to CRM
Calendly Booking to CRM — orchestrates HubSpot, Salesforce, Gmail, Slack to automate this workflow with field mapping, notifications, and audit logging.
BeginnerPreview20 min
★4.46.8k installs
FeaturedPremium
CRM Auto Update
Sync deal stage changes, call notes, and email threads into HubSpot or Salesforce without manual logging.
AdvancedLive30 min
★4.06.2k installs
Premium
Lost Lead Recovery
Re-engage closed-lost deals with targeted offers when trigger events occur at their company.
IntermediatePreview30 min
★4.83.1k installs
Free
Inbound Lead Unified Capture
Inbound Lead Unified Capture — orchestrates HubSpot, Salesforce, Gmail, Slack to automate this workflow with field mapping, notifications, and audit logging.
BeginnerPartial15 min
★3.84.0k installs
Free
Website Form Slack Router
Website Form Slack Router — orchestrates HubSpot, Salesforce, Gmail, Slack to automate this workflow with field mapping, notifications, and audit logging.
AdvancedPartial10 min
★4.3321 installs
Premium
Lead Router by Territory
Lead Router by Territory — orchestrates HubSpot, Salesforce, Gmail, Slack to automate this workflow with field mapping, notifications, and audit logging.
BeginnerPartial10 min
★4.41.6k installs
Free
WhatsApp Sales
Run catalog browsing, order capture, and payment links over WhatsApp Business API.
BeginnerPreview10 min
★4.72.3k installs
Free
Quote Generator
Produce branded PDF quotes from CRM deal line items with tax, discounts, and approval gates.
BeginnerPartial10 min
★3.8616 installs
Free
Lead Enrichment Pipeline
Lead Enrichment Pipeline — orchestrates HubSpot, Salesforce, Gmail, Slack to automate this workflow with field mapping, notifications, and audit logging.
IntermediatePartial5 min
★4.23.3k installs
Free
Proposal Generator
Build multi-section sales proposals with case studies, scope tables, and timeline from deal data.
BeginnerPartial15 min
★4.73.4k installs
AIPremium
AI Sales Agent Placeholder Template
Deploy a WhatsApp and email sales agent that qualifies leads, answers product questions, and books demos.
BeginnerPartial15 min
★4.48.8k installs
Free
Pipeline Automation
Move deals through stages based on activity signals—emails, meetings, documents—without rep clicks.
BeginnerPartial1 hour
★3.88.7k installs
Free
Invoice Generator
Create and send Stripe or PayPal invoices when deals close with line items synced from CRM.
AdvancedPreview15 min
★4.38.0k installs
Free
Auto Follow Up
Send timed follow-up sequences when prospects go silent after quotes, demos, or proposals.
BeginnerPartial1 hour
★4.14.7k installs
AIFree
AI Lead Scoring Engine
AI Lead Scoring Engine — orchestrates HubSpot, Salesforce, Gmail, Slack to automate this workflow with field mapping, notifications, and audit logging.
IntermediatePartial20 min
★4.59.6k installs
Related categories
Get started
Need something custom?
Tell us what you want to automate. Our team designs, builds, and deploys workflows tailored to your business.