466 workflows in Sales
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Generate & Send Quotation PDFs from Pipedrive to DottedSign for E-Signature
📌 Overview Description: This powerful workflow automates your sales quotation process by connecting Pipedrive with DottedSign. When a deal is moved to a specific stage in Pipedrive, this template ...
0
Built by Kdan Kdan
Jun 11, 2026
Automated Event Management with Typeform, Stripe, Google Tools & Slack Notifications
Event Participant Management and Automated Follow-up System This workflow automates the entire process of managing event participants, from registration and payment to sending reminders and follow-up ...
0
Jun 11, 2026
Qualify Leads with Salesforce, Explorium Data & Claude AI Analysis of API Usage
Inbound Agent - AI-Powered Lead Qualification with Product Usage Intelligence This n8n workflow automatically qualifies and scores inbound leads by combining their product usage patterns with deep co ...
0
Built by explorium explorium
Jun 11, 2026
Automate Cancellation Feedback Collection with Stripe and Google Sheets
Who's it for This template is perfect for any SaaS business or subscription service using Stripe. Product managers, customer success teams, and founders can use this to automatically collect cancellat ...
0
Jun 11, 2026
Automate Stripe Payment to QuickBooks Sales Receipt Sync
Automated Stripe Payment to QuickBooks Sales Receipt This n8n workflow seamlessly connects Stripe and QuickBooks Online to keep your accounting in perfect sync. Whenever a payment in Stripe succeeds, ...
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Jun 11, 2026
Workflow for Two-Way Sync Between Airtable and HubSpot
Who's it for This template is for sales teams, marketing operations (M-Ops), or freelancers who use Airtable as a "control panel" or staging area for new leads. If you're tired of manually copying and ...
0
Built by Ehsan Ehsan
Jun 11, 2026
Sync HighLevel CRM to Google Sheets with GPT-4o Daily Reports via Gmail
📘 Description: This workflow automates a complete CRM → Sheets → AI → Email reporting pipeline for HighLevel opportunities. It fetches fresh opportunity data from HighLevel, validates and n ...
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Built by Rahul Joshi Rahul Joshi
Jun 11, 2026
Analyze Call Recordings with OpenAI and Update Zoho CRM Leads Automatically
Zoho CRM - Conversation Intelligence Analyzer This workflow automatically processes customer call recordings, transcribes them using OpenAI Whisper, extracts key topics, identifies commitments, analy ...
0
Jun 11, 2026
Recover Abandoned Shopify Carts with Email Follow-ups, HubSpot CRM & Google Sheets Tracking
How it works The workflow triggers on a new checkout event from Shopify and extracts all relevant cart data. It filters carts based on value and age to isolate qualified abandoned checkouts. For each ...
0
Jun 11, 2026
Automate Print-on-Demand: Design to Shopify with AI, Mockups & Social Promotion
Who’s it for This template is designed for Print-on-Demand (POD) business owners, independent artists, and e-commerce managers who want to automate the process of turning raw design files into liste ...
0
Built by Takumi Oku Takumi Oku
Jun 11, 2026
Qualify & Enrich Leads with GPT-4 and LinkedIn Data for Intelligent Routing
AI-Powered Lead Qualification & Enrichment Pipeline 🎯 Who is this for? This template is perfect for: Marketing Teams** looking to automatically qualify inbound leads from campaigns Sales Teams** ...
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Built by AK Pasnoor AK Pasnoor
Jun 11, 2026
Enrich & Qualify Leads with Azure OpenAI, Bright Data MCP & HubSpot CRM
🧠 AI Lead Enricher & Qualifier using Bright Data MCP and Hubspot This workflow automatically enriches inbound leads, evaluates their business fit, updates HubSpot, and alerts the team only when a ...
0
Jun 11, 2026
Automate Weekly Timesheet Reporting with Salesforce, OpenAI and Gmail
Weekly Timesheet Report + Pending Submissions Workflow Overview This workflow automates the entire weekly timesheet reporting cycle by integrating Salesforce, OpenAI, Gmail, and n8n. It retrieves emp ...
0
Jun 11, 2026
Track Software Vulnerability Patents with ScrapeGraphAI, Matrix, and Intercom
Software Vulnerability Patent Tracker ⚠️ COMMUNITY TEMPLATE DISCLAIMER: This is a community-contributed template that uses ScrapeGraphAI (a community node). Please ensure you have the ScrapeGra ...
0
Jun 11, 2026
Track and Score Contact Engagement with Zoho CRM, PDL, News & Reddit
Zoho CRM – Social Media Engagement Tracker This workflow automatically monitors new or updated Contacts in Zoho CRM, enriches them using People Data Labs, checks public visibility across News + R ...
0
Jun 11, 2026
Generate Personalized Deal Content Recommendations with Zoho CRM, GPT-4o-mini & Gmail
AI-Powered Deal Content Recommendation and Personalization (Zoho CRM + OpenAI + Gmail + n8n) This workflow automates personalized content recommendations for Zoho CRM deals by analyzing deal details, ...
0
Jun 11, 2026
Auto-Generate Competitive Battle Cards from Websites with Zoho CRM and Gemini AI
Zoho CRM → AI‑Generated Competitive Battle Card This workflow automatically analyzes competitor websites, which inseted in description field and generates a clean, structured AI‑powered Battle ...
0
Jun 11, 2026
Automate Lead Processing from Landing Pages with Zoho CRM, Jira & Slack
Landing Page Lead Intake via Webhook to Zoho CRM, Jira Task & Slack Alerts This n8n workflow captures lead data from a landing-page webhook, validates required fields and then processes the lead by c ...
0
Jun 11, 2026
AI-Powered Lead Qualification with Zoho CRM, People Data Labs and Google Gemini
AI-Powered Lead Qualification using Zoho CRM, People Data Labs, and Google Gemini This workflow automatically checks Zoho CRM every 5 minutes for newly created leads, enriches each lead using People ...
0
Jun 11, 2026
Healthcare Policy Monitoring with ScrapeGraphAI, Pipedrive and Matrix Alerts
Medical Research Tracker with Matrix and Pipedrive ⚠️ COMMUNITY TEMPLATE DISCLAIMER: This is a community-contributed template that uses ScrapeGraphAI (a community node). Please ensure you have th ...
0
Jun 11, 2026