Crm workflows your team's AI can run
Crm work your team's AI can pick up and keep running.
16 recipes found
Sync Zendesk tickets to Pipedrive contact owners
This automation bridges the gap between customer support and sales by synchronizing data between Zendesk and Pipedrive. It ensures that your sales team has immediate visibility into customer support interactions, allowing them to make more informed decisions during the sales cycle. By automatically identifying relevant support tickets and linking them to the corresponding lead or deal in your CRM, the workflow eliminates manual data entry and reduces the risk of communication silos. This synchronization allows account managers to address potential issues before they escalate and identifies expansion opportunities based on support inquiries. The result is a more cohesive customer experience where every department operates with the same set of facts, leading to higher retention rates and more effective sales strategies. Instead of toggling between platforms, your team can focus on building relationships while the automation handles the complex task of data mapping and record updates.
Create a new contact in Agile CRM
Maintaining a clean and up-to-date database is the foundation of any successful sales and marketing strategy. This automation streamlines the process of adding new leads or customers to Agile CRM, ensuring that your sales team has immediate access to critical contact information without the burden of manual data entry. By standardizing how information enters your CRM, you eliminate the risk of duplicate records and missing data points that often occur during busy periods. This workflow allows your team to focus on building relationships and closing deals rather than navigating administrative software menus. Whether you are processing leads from a specific event, a manual list, or a direct outreach campaign, this automation ensures that every contact is captured instantly, allowing for immediate follow-up and long-term engagement tracking within the Agile CRM ecosystem.
Get all contacts from Keap
This automation provides a streamlined interface for managing Keap CRM data, allowing team members to execute specific contact updates or lead management tasks without navigating the complex Keap backend. By bridging the gap between raw data and actionable insights, this workflow ensures that customer information remains accurate and up-to-date. Business leaders can use this tool to standardize how data is entered and modified, reducing the risk of human error and ensuring that sales pipelines remain clean. The ability to trigger specific CRM actions manually gives users total control over their customer relationship management, enabling faster response times and more personalized customer interactions. Ultimately, this automation transforms Keap from a static database into a dynamic tool that supports active sales cycles and customer success initiatives, freeing up your team to focus on high-value activities rather than administrative data entry.
Validate email of new contacts in Hubspot
Maintaining a clean CRM is essential for effective sales and marketing outreach. This automation ensures that every new contact added to your HubSpot account has a verified, deliverable email address. Instead of manually checking emails or discovering bounces after a campaign has launched, this workflow acts as an automated gatekeeper. When a contact is created or updated in HubSpot, the system instantly validates the email address through OneSimpleApi. If an email is found to be invalid or risky, the automation can trigger an immediate alert in Slack, allowing your team to rectify the information before any outreach occurs. This proactive approach protects your domain sender reputation, improves campaign conversion rates, and ensures your sales team focuses their energy on genuine prospects. By automating the data validation process, you eliminate manual entry errors and build a high-quality database that serves as a reliable foundation for your business growth and communication strategy.
Sync HubSpot contacts with LinkedIn URLs, detect changes & send Gmail alerts
This automated CRM management system bridges the gap between your communication channels and your database, ensuring customer information is always accurate and actionable. By monitoring incoming Gmail communications and processing data through intelligent filtering, the workflow automatically identifies key customer details and updates your Google Sheets records or internal CRM databases. It eliminates the manual burden of data entry, reduces the risk of human error, and ensures that your sales and support teams are always working with the most current information. The system intelligently handles data splitting and conditional logic to categorize leads, track interactions, and trigger follow-up workflows based on specific criteria. This automation transforms a static spreadsheet into a dynamic engine for business growth, allowing your team to focus on building relationships rather than managing rows of data.
Enrich lead that booked a call on Calendly and save it on Hubspot
This automation streamlines your lead qualification process by instantly enriching new meeting bookings with deep professional insights. When a prospect schedules a call via Calendly, the system automatically cross-references their email with Clearbit to pull detailed company data, industry information, and professional roles. It then intelligently filters this data to determine lead quality before syncing everything directly into HubSpot. Instead of manually researching prospects before a discovery call, your sales team arrives at every meeting with a complete profile already waiting in their CRM. This ensures that high-value leads are prioritized and that every conversation is informed by accurate, real-time data. By removing the manual data entry and research phase, you reduce the lead-to-opportunity conversion time and ensure your CRM remains a clean, reliable source of truth for your entire revenue team.
Client onboarding automation: Tally Forms to Google Drive, Notion & Slack
This CRM automation streamlines the transition from lead capture to project execution by synchronizing your core business tools. When a new inquiry or client record is received via webhook, the system automatically creates a structured entry in Notion, organizes supporting documentation in Google Drive, and alerts your team via Slack. By removing the manual burden of data entry and file organization, your team can focus on high-value client interactions rather than administrative overhead. This workflow ensures that every piece of client information is captured accurately and stored in a centralized location, providing a single source of truth for your sales and account management teams. The result is a faster response time, better organized client files, and improved internal communication without the need for manual oversight.
Sync Attio CRM with Jotform & Slack for deal updates & sales alerts
This automation streamlines the entire lead intake process by connecting your customer-facing forms directly to your sales pipeline and communication channels. When a new submission arrives via Jotform, the system instantly processes the data to determine the lead's priority and requirements. It then automatically synchronizes this information with Attio CRM, ensuring your customer records are updated in real-time without manual data entry. To keep your team responsive, the workflow sends immediate notifications to Slack, providing all the necessary context to follow up instantly. By eliminating the gap between lead capture and CRM entry, your sales team can focus on closing deals rather than administrative tasks. This ensures no lead falls through the cracks and significantly improves your speed-to-lead metrics, directly impacting conversion rates and revenue growth.
Automate company data enrichment with HubSpot, Sona & Google Sheets
Maintaining a clean and comprehensive CRM is essential for modern sales and marketing teams, yet manual data entry often leads to incomplete records and missed opportunities. This automation streamlines the company research process by connecting HubSpot with Sona and Google Sheets to perform deep data enrichment. When triggered, the workflow identifies companies in your pipeline, retrieves missing firmographic data and key insights via Sona, and organizes the results across your CRM and central spreadsheets. By automating the research phase, your team gains immediate access to accurate company profiles, industry classifications, and financial indicators without lifting a finger. This ensures that every lead is properly qualified and that your sales representatives can spend their time engaging with prospects rather than hunting for basic background information. The result is a more efficient sales cycle, improved lead scoring, and a database that remains perpetually up-to-date.
Upload leads from a CSV file to Pipedrive CRM
This automation bridges the gap between document storage and sales management by automatically synchronizing Google Drive files with your Pipedrive CRM. When a new file is uploaded to a monitored Google Drive folder, the system instantly identifies the relevant deal or contact and attaches the documentation directly to the record. By eliminating the manual process of downloading, renaming, and re-uploading files, your sales team can maintain a single source of truth without administrative overhead. This ensures that contracts, proposals, and project requirements are always available exactly where your team works, preventing information silos and reducing the risk of working from outdated documents. The workflow includes intelligent filtering and merging logic to ensure that data is mapped accurately, maintaining a clean and organized CRM environment that supports faster deal cycles and better customer service.
Analyze pipeline velocity & alert stuck deals with GoHighLevel, Gmail & Slack
Maintaining a healthy sales pipeline requires more than just adding leads; it requires movement. The GoHighLevel Pipeline Velocity Tracker and Automated Stuck Deal Alerts automation transforms your CRM from a static database into a proactive sales engine. By monitoring your GoHighLevel opportunities on a set schedule, this workflow identifies exactly how long each deal has remained in its current stage. When a prospect stalls beyond your defined threshold, the system immediately triggers notifications via Slack and Gmail, ensuring your sales team can intervene before the opportunity cools off. Beyond immediate alerts, all performance data is automatically logged into Google Sheets. This creates a historical record of pipeline velocity, allowing you to identify structural bottlenecks in your sales process and forecast revenue with greater accuracy. Instead of manually auditing hundreds of opportunities, your leadership team can focus on high-level strategy while the automation handles the oversight. This ensures consistent follow-up, increases conversion rates, and prevents potential revenue from slipping through the cracks due to simple oversight.
INSEE company data enrichment for Agile CRM (For French companies only)
Maintaining a clean and accurate CRM is vital for sales and marketing success. This automation connects your Agile CRM directly to the official INSEE database to verify and enrich company information automatically. Instead of manual data entry or dealing with outdated records, this workflow pulls official French business data—including legal names, SIRET numbers, and industry classifications—directly into your CRM records. This ensures your sales team works with verified leads and your marketing campaigns reach the right companies. By automating the enrichment process, you eliminate human error and save hours of administrative work every week. The integration keeps your database synchronized with the latest official updates, providing a reliable foundation for business intelligence and reporting. Whether you are validating new leads or auditing your existing database, this automation provides the high-quality data needed to make informed decisions and improve outreach precision.
Send or update new Mailchimp subscribers in HubSpot
This automation bridges the gap between your sales and marketing teams by synchronizing HubSpot CRM data with Mailchimp email lists. Managing lead data across different platforms often leads to manual data entry errors and missed communication opportunities. This application automates the flow of contact information, ensuring that your marketing campaigns always reach the right audience based on their current status in the sales pipeline. By eliminating the friction between your CRM and email marketing tool, your team can focus on crafting high-impact messaging rather than managing spreadsheets. The system intelligently processes contact records, updates subscription preferences, and ensures that new leads are instantly available for nurturing sequences. This leads to higher conversion rates, improved customer retention, and a more cohesive brand experience. Business leaders can rely on this tool to maintain data integrity across the tech stack, providing a single source of truth for customer interactions. Whether you are running a weekly newsletter or targeted re-engagement campaigns, this automation provides the underlying infrastructure to scale your outreach without increasing your administrative overhead.
Automatically add customers from Pipedrive to Stripe
Streamline your sales-to-payment lifecycle by connecting Pipedrive with Stripe. This automation eliminates manual data entry and reduces the risk of human error by synchronizing customer information and payment statuses across your business systems. When a deal reaches a specific stage or a customer profile is updated in Pipedrive, the workflow automatically validates the data and triggers the necessary actions in Stripe to ensure billing is accurate and timely. By bridging the gap between your CRM and your financial platform, your team can focus on closing deals rather than managing administrative tasks. This integration ensures that your sales records and financial accounts remain consistent, providing a single source of truth for revenue reporting and customer management. It is an essential tool for companies looking to scale their operations and maintain a professional, seamless experience for their clients from the first contact through to final payment.
Enrich person data and update CRM with Airtop and Hubspot
Manual lead research is a significant drain on sales and marketing productivity. The Enrich Person Data automation transforms basic contact information into a comprehensive profile instantly. By starting with a simple form entry, this workflow triggers a series of sophisticated data retrieval processes that aggregate professional details, company background, and social insights without any manual intervention. For business leaders, this means your team spends less time digging through LinkedIn or corporate websites and more time engaging in high-value conversations. The automation ensures that every lead entering your pipeline is pre-qualified with the context necessary for personalized outreach. By standardizing the data collection process, you eliminate inconsistencies in your CRM and provide your account executives with a competitive edge. This tool is essential for organizations looking to scale their outbound operations while maintaining a high standard of lead intelligence. It effectively bridges the gap between a raw email address and a fully actionable sales opportunity, allowing your staff to focus on closing deals rather than performing administrative research.
Create Salesforce accounts based on Excel 365 data
This automation streamlines the critical process of synchronizing Salesforce CRM data with Microsoft Excel reporting tools. In many organizations, customer data remains siloed within the CRM, making it difficult for stakeholders to perform custom analysis or share updates with non-Salesforce users. This workflow bridge ensures that your sales and account data is accurately extracted, filtered based on specific criteria, and formatted for immediate use in Excel. By automating the data transfer, you eliminate the manual errors associated with copy-pasting and the time-consuming task of reformatting spreadsheet columns. The result is a reliable, up-to-date reporting pipeline that allows leadership to make decisions based on real-time CRM health. This solution is particularly valuable for weekly sales reviews, commission calculations, and cross-departmental data sharing where precision and consistency are non-negotiable.
Why Runwork for Crm
Anyone on the team can use it
You get forms and dashboards people can open, not workflow logic buried in a tool one person knows.
Your own agent adapts it
Claude, ChatGPT, Cursor, whichever your team already uses. Tell it what is different about your process.
It keeps running
It lives in your team cloud and runs on schedule, so it does not stop the moment someone closes a laptop.
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