Best Sales & CRM Workflows

361 automation workflows in this category

CallForge - 05 - Gong.io call analysis with Azure AI & CRM s

CallForge - 05 - Gong.io call analysis with Azure AI & CRM s

CallForge - AI Sales Call Processing & Insights Extraction Automate sales call a...

Automated meeting attendee enrichment with Apollo.io and Goo

Automated meeting attendee enrichment with Apollo.io and Goo

Meeting Prep: Automated Meeting Attendee Enrichment OverviewThis workflow automa...

AI-powered Google Maps business scraper with enrichment & ex

AI-powered Google Maps business scraper with enrichment & ex

Overview This workflow automates the discovery, extraction, enrichment, and stor...

Automate product Hunt lead generation with Apify and Google

Automate product Hunt lead generation with Apify and Google

Product Hunt Scraper - Automated Lead Generation Workflow > Watch the full Yo...

Validate email format from a Wordpress form and save a conta

Validate email format from a Wordpress form and save a conta

When you collect leads from a form, you need to format the incoming data such as...

Validate and score email addresses with ZeroBounce AI

Validate and score email addresses with ZeroBounce AI

ZeroBounce Email Validation and Scoring This template uses the ZeroBounce node t...

AI-powered customer feedback routing with Gmail, Slack, Pipe

AI-powered customer feedback routing with Gmail, Slack, Pipe

Who’s it forThis workflow is built for B2B SaaS and CX teams that are drowning i...

Qualify & route leads with GPT-4o, Clearbit, HubSpot CRM & S

Qualify & route leads with GPT-4o, Clearbit, HubSpot CRM & S

How it works• Webhook receives lead form submissions from your website• AI Agent...

Automate personalized cold emails with Apollo lead scraping

Automate personalized cold emails with Apollo lead scraping

How This WorksThis automation automatically scrapes leads from Apollo using the ...

Turn closed-won HubSpot deals into lookalike prospects with

Turn closed-won HubSpot deals into lookalike prospects with

This n8n template automates turning your Closed-Won HubSpot deals into lookalike...

Analyze sales deal outcomes with Azure OpenAI and Google She

Analyze sales deal outcomes with Azure OpenAI and Google She

Description: Turn raw sales deal outcomes into actionable insights with this sma...

Send a message on Mattermost when you get a reply in Emelia

Send a message on Mattermost when you get a reply in Emelia

This workflow allows you to send a message on Mattermost when a lead replies to ...

Unique QRcode coupon assignment and validation for lead gene

Unique QRcode coupon assignment and validation for lead gene

This workflow is designed to manage the assignment and validation of unique QR c...

Import products from Google Sheets to Shopify with multi-var

Import products from Google Sheets to Shopify with multi-var

Short Description (for listing)Import products from Google Sheets to Shopify wit...

Automated email validation with Google Sheets, Hunter.io and

Automated email validation with Google Sheets, Hunter.io and

Streamline your email list hygiene with this automated validation workflow that ...

Voice-driven travel itinerary generator using ElevenLabs, GP

Voice-driven travel itinerary generator using ElevenLabs, GP

OverviewThis release introduces a Voice-Enabled Tour Recommendation System that ...

Birthday and ephemeris notification (Google Contact, Telegra

Birthday and ephemeris notification (Google Contact, Telegra

How it works:Schedule Trigger on a daily basis (configured at 7.30 am)Connects G...

Trigger outbound Vapi AI voice calls from new Jotform submis

Trigger outbound Vapi AI voice calls from new Jotform submis

This workflow connects JotForm submissions to Vapi AI, triggering a personalized...

Identify buying-intent leads on Twitter and Instagram with S

Identify buying-intent leads on Twitter and Instagram with S

📘 DescriptionThis workflow enables on-demand social lead discovery using a chat-...

Automated local business lead generator with AI, social medi

Automated local business lead generator with AI, social medi

Automated Local Business Lead Generator with AI, Social Media & WhatsApp Links T...

Generate personalized sales emails from Google Maps with Ope

Generate personalized sales emails from Google Maps with Ope

Generate personalized sales emails from Google Maps results to Google Sheets Thi...

Convert event text to calendar entries with AI and NextCloud

Convert event text to calendar entries with AI and NextCloud

Why use this?This workflow turns any event-related text into a new event on your...

Automated lead generation & qualification with Google Maps,

Automated lead generation & qualification with Google Maps,

This n8n workflow automates CVE tracking by retrieving vulnerability details fro...

Receive updates from HubSpot on a new contact creation

Receive updates from HubSpot on a new contact creation

Companion workflow for HubSpot Trigger node docs workflow-screenshot

Digitize business cards with Thai OCR & save to Google Sheet

Digitize business cards with Thai OCR & save to Google Sheet

This n8n template demonstrates how to use Typhoon OCR + LLM to digitize business...

Automate cold outreach with Apollo, LinkedIn & Gmail using G

Automate cold outreach with Apollo, LinkedIn & Gmail using G

Cold Outreach Automation by Rysysth Technologies This n8n workflow automates the...

Personalize client meeting prep with GPT-4, Google Calendar,

Personalize client meeting prep with GPT-4, Google Calendar,

Who is this forThis template is perfect for sales professionals, account manager...

Sync Shopify customers to Google Sheets + Squarespace compat

Sync Shopify customers to Google Sheets + Squarespace compat

This workflow retrieves all Shopify Customers and saves them into a Google Sheet...

Cold email outreach with Gmail and Google Sheets status trac

Cold email outreach with Gmail and Google Sheets status trac

This workflow automates personalized cold email outreach by pulling lead data fr...

Automate lead response with Google Sheets, OpenAI, Gmail, an

Automate lead response with Google Sheets, OpenAI, Gmail, an

Screenshot 20250926 at 140039 ▶️ Lead Nurturing Agent Generate and send personal...

Score and route qualified leads to Notion and Matrix

Score and route qualified leads to Notion and Matrix

Lead Scoring Pipeline – Matrix + Notion This workflow automatically enriches inc...

Segment retail customers by purchase behavior with CRM and G

Segment retail customers by purchase behavior with CRM and G

(Retail Automation) Auto-Segment Customers by Purchase Behavior This workflow au...

Enrich company sales data with Extruct AI and export to Goog

Enrich company sales data with Extruct AI and export to Goog

Who’s it for: Sales and business development professionals who want to monitor c...

Generate daily Pipedrive deal summaries with GPT-4o-mini

Generate daily Pipedrive deal summaries with GPT-4o-mini

This workflow fetches deals and their notes from Pipedrive, cleans up stage IDs ...

AI real estate agent: end-to-end ops automation (web, data,

AI real estate agent: end-to-end ops automation (web, data,

This suite automates distinct aspects of real estate operations: incoming web le...

Generate personalized deal content recommendations with Zoho

Generate personalized deal content recommendations with Zoho

AI-Powered Deal Content Recommendation and Personalization (Zoho CRM + OpenAI + ...

Customer support & lead collection chatbot with RAG, GPT-4o,

Customer support & lead collection chatbot with RAG, GPT-4o,

Who’s it for This template is designed for small and medium businesses, startups...

Search business prospects with natural language using Explor

Search business prospects with natural language using Explor

Explorium Prospects Search Chatbot Template Download the following json file and...

Generate personalized cold email icebreakers with GPT-4 Mini

Generate personalized cold email icebreakers with GPT-4 Mini

This n8n workflow scrapes LinkedIn data for your leads, feeds it into a GPT-4 AI...

Create professional email drafts with GPT-4, Telegram & cont

Create professional email drafts with GPT-4, Telegram & cont

Transform your email workflow with this intelligent automation that drafts profe...

🛠️ QuickBooks Online tool MCP Server 💪 all 42 operations

🛠️ QuickBooks Online tool MCP Server 💪 all 42 operations

Need help? Want access to this workflow + many more paid workflows + live Q&A se...

Qualify leads from Gemini chat to Google Sheets and Slack wi

Qualify leads from Gemini chat to Google Sheets and Slack wi

Who is this for?This workflow is designed for growth agencies, SaaS founders, an...

Auto-send welcome messages to Vtiger CRM leads via Evolution

Auto-send welcome messages to Vtiger CRM leads via Evolution

One of My Best! Send WhatsApp Greetings to New Vtiger Leads Automatically 💪😍 ⚠️ ...

Multi-agent cold email campaign generator with O3 Director &

Multi-agent cold email campaign generator with O3 Director &

Multi-Agent Cold Email Campaign Generator with O3 Director & GPT-4.1 Specialists...

Write personalised direct messages for Instagram with Apify,

Write personalised direct messages for Instagram with Apify,

This workflow contains community nodes that are only compatible with the self-ho...

Zillow property scraper by location via Bright Data & Google

Zillow property scraper by location via Bright Data & Google

🛒 Google Maps Business Phone Number Scraper Using Bright Data API & Google Sheet...

Scrape Google Maps leads and find emails with Apify and Anym

Scrape Google Maps leads and find emails with Apify and Anym

Scrape Google Maps leads and find emails with Apify and Anymailfinder Short Desc...

Personalized hotel reward emails for high-spenders with Sale

Personalized hotel reward emails for high-spenders with Sale

This n8n workflow automatically detects high‑spending hotel guests after checkou...

Lead scoring & auto-assignment with GPT-4 and GoHighLevel +

Lead scoring & auto-assignment with GPT-4 and GoHighLevel +

This workflow automatically scores and categorizes new GoHighLevel contacts usin...

Automate lead enrichment with web scraping, GPT-4o, Airtable

Automate lead enrichment with web scraping, GPT-4o, Airtable

AI Lead Enrichment & Notification System This n8n template automates the lead en...

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