Sales: workflows your whole team can run
Lead research, CRM updates, and follow-up that work for the whole team, not just one rep.
18 recipes found
Build targeted prospect lists: find & enrich leads with Surfe to HubSpot
Manually building prospecting lists is a significant bottleneck for sales teams, often consuming hours that should be spent closing deals. This automation streamlines the entire process by capturing prospect data from external sources and instantly syncing it with your CRM. Instead of copying and pasting information between tabs, this workflow uses intelligent filtering to ensure only high-quality leads enter your pipeline. Once a prospect is identified and verified, the system automatically creates or updates a record in HubSpot, maintaining data integrity and eliminating manual entry errors. Furthermore, it bridges the gap between discovery and outreach by integrating directly with Gmail, allowing you to trigger personalized notifications or initial contact the moment a new lead is qualified. By automating the repetitive task of list building, your sales team can focus on high-value interactions and strategic outreach. This workflow ensures your pipeline stays full of actionable opportunities without the administrative overhead usually required to maintain it.
Automate scraping Y Combinator startups with Apify & Google Sheets
Staying ahead in the venture capital and startup ecosystem requires immediate access to data on the world's most promising new companies. This automation simplifies the process of tracking Y Combinator startups by bridging the gap between web data and your internal database. By integrating Apify's powerful scraping capabilities with Google Sheets, this workflow automatically extracts detailed information on YC-backed companies and organizes it into a structured, shareable format. Instead of manually searching directories and copying data point by data point, business development teams can now generate comprehensive lead lists in minutes. This tool ensures your CRM or investment pipeline is always populated with the latest information from the most recent cohorts, allowing you to focus on outreach and analysis rather than manual data entry. Whether you are looking for potential partners, investment opportunities, or competitive intelligence, this automation provides a reliable, scalable way to monitor the startup landscape.
Reddit freelance job monitor with Google Sheets tracking and Telegram alerts
This sales intelligence and lead notification automation bridges the gap between data discovery and active outreach. By scheduling regular checks across external data sources and internal databases, the system identifies high-potential sales opportunities without manual intervention. The automation fetches fresh lead data through web requests, filters the results based on your specific business criteria, and synchronizes the information with Google Sheets to maintain a centralized source of truth. This process eliminates the need for sales representatives to manually refresh dashboards or hunt for new prospects across different platforms. Instead, the system pushes real-time alerts directly to Telegram, ensuring your team can respond to new leads within minutes. This proactive approach significantly increases conversion rates by shortening the response time and keeps your prospecting data organized and actionable. By automating the repetitive tasks of lead monitoring and data entry, your sales team can focus their energy entirely on high-value activities like closing deals and building client relationships.
Automated AI lead enrichment: Salesforce to Explorium for enhanced prospect data
Manual lead research is a significant bottleneck for high-growth sales teams, often resulting in outdated information and missed opportunities. This automation eliminates the manual grind by connecting Salesforce directly to Explorium's external data engine. Whenever a new lead is created or updated in Salesforce, the workflow automatically triggers a data enrichment process. It filters the incoming data, processes it through custom logic, and pulls deep firmographic and demographic insights from Explorium to fill the gaps in your CRM. By ensuring every prospect record is automatically populated with accurate, high-quality data, your sales representatives can stop hunting for phone numbers and company details and start focusing on high-value outreach. The result is a more efficient sales pipeline, better lead scoring accuracy, and a significantly higher conversion rate driven by personalized, data-backed communication.
Enrich Linkedin profiles from Google Sheets via RapidAPI
This sales automation workflow streamlines lead discovery and data management by connecting external data sources directly to your sales pipeline. Instead of manually copying and pasting prospect information from websites or databases, this tool automatically fetches, filters, and organizes high-quality leads into Google Sheets. By applying custom logic to filter out unqualified prospects, your team only focuses on high-value opportunities. This automation eliminates the administrative burden of manual data entry, ensuring that your outreach lists remain accurate and up-to-date. Business leaders can use this to scale their outbound efforts without increasing headcount, while sales representatives save hours every week that would otherwise be spent on repetitive research. The result is a more efficient sales cycle, faster lead response times, and a centralized database of prospects that is ready for immediate action. By centralizing the data in a spreadsheet, you create a single source of truth for your entire sales organization to work from.
Generate business leads with OpenStreetMap data and save to Google Sheets
The Overpass Lead Generation System transforms how sales teams acquire and manage new prospects. Manually sourcing leads from platforms like Overpass is a time-consuming process that often leads to data entry errors and missed opportunities. This automation streamlines the entire pipeline by automatically extracting high-quality lead data and organizing it directly into your central database or Google Sheets. By handling the heavy lifting of data retrieval, filtering, and formatting, your sales representatives can stop spending hours on administrative tasks and start focusing on closing deals. The system ensures that only leads meeting your specific criteria are processed, maintaining a high standard of data integrity. Whether you are scaling a remote sales team or looking to increase the volume of your outreach, this workflow provides a reliable, scalable foundation for your growth strategy. It eliminates the bottleneck of manual list building and ensures your pipeline is always populated with fresh, actionable data. By automating the transition from discovery to documentation, you create a more efficient and predictable sales engine.
AI-driven lead management and inquiry automation with ERPNext & n8n
This sales automation workflow transforms how your team manages the transition from prospect to closed deal. By integrating essential tools like Google Sheets, Microsoft Outlook, and Google Docs, it creates a seamless bridge between data management and client communication. The process begins by capturing lead information and instantly organizing it within your central tracking system. From there, the automation intelligently evaluates the lead data to determine the next steps, such as generating customized sales proposals or contracts directly in Google Docs. By eliminating the need to manually copy and paste information between platforms, your sales representatives can focus on relationship building rather than administrative tasks. The automation ensures that every potential client receives a timely, professional response through Microsoft Outlook, complete with the necessary documentation attached. This speed and precision not only increase your team's productivity but also significantly improve the customer experience. Whether you are managing a high volume of inbound inquiries or complex enterprise deals, this workflow provides the structural support needed to scale your sales operations without increasing your overhead costs.
Automate company research using ProspectLens and Google Sheets
ProspectLens transforms your raw list of target companies into actionable sales intelligence. Instead of manually searching through websites and LinkedIn profiles to find relevant business data, this automation pulls company information directly from your Google Sheets, processes it through targeted web research, and enriches your database automatically. By eliminating the manual research phase of the sales cycle, your team can focus on high-value outreach rather than data entry. The workflow handles batch processing to ensure large lists are handled reliably without missing details. This tool is essential for sales teams that need to qualify leads at scale while maintaining a high level of personalization. By the time your sales development representatives open their CRM, they have a comprehensive view of the prospect's business, allowing for more informed conversations and higher conversion rates.
Perform a domain search with Icypeas (single)
Finding the right contact information at a target company is often the most time-consuming part of the sales process. This automation streamlines lead generation by instantly performing a domain search via Icypeas to uncover verified email addresses. Instead of manually scouring LinkedIn or company websites, your team can enter a single domain and receive a structured list of potential prospects. This tool is essential for outbound sales teams, recruiters, and marketing professionals who need to build high-quality contact lists quickly. By automating the data retrieval process, you eliminate manual entry errors and ensure your outreach efforts are based on accurate information. The integration handles the complex API communication in the background, delivering a simplified experience where the focus remains on closing deals rather than hunting for data. Using this automation within a Runwork app allows non-technical team members to perform deep-level domain research without ever touching code or navigating complex API documentation. It turns a manual research task into a one-click operation, significantly increasing the volume of leads your team can process daily.
Enrich Google Sheet contacts with Dropcontact
This sales automation workflow transforms a raw list of prospects into a high-performance outbound engine. By integrating lead enrichment with automated outreach, it eliminates the manual labor involved in searching for contact information and managing spreadsheets. The process begins by taking basic prospect details and using Dropcontact to automatically find and verify professional email addresses and company data. Once enriched, the information is instantly logged into Google Sheets to maintain a centralized record of truth. Finally, the leads are synced directly into Lemlist to launch personalized email sequences. This end-to-end automation ensures that your sales team spends less time on administrative data entry and more time engaging with qualified prospects. By streamlining the transition from lead discovery to initial contact, businesses can significantly increase their outreach volume while maintaining high data accuracy and personalization.
Zip code-based business lead generation with Google Maps and Sheets
Finding high-quality local leads manually is a time-consuming bottleneck for sales teams. The Automated Google Maps Lead Generation System transforms this manual research into a hands-off, 24/7 operation. By automatically extracting business data directly from Google Maps, this system identifies potential customers based on your specific criteria and delivers them straight to your preferred platforms. The automation handles the heavy lifting of data management by removing duplicate entries and organizing new prospects into a centralized Google Sheet. To ensure you never miss a high-value opportunity, the system sends real-time notifications via Telegram or Discord the moment a new business is identified. This allows your sales team to focus on closing deals and building relationships rather than searching for contact information. By streamlining the prospecting phase, your business can maintain a consistent pipeline of opportunities, improve response times, and significantly reduce the cost of customer acquisition. It is an essential tool for any business looking to scale their outbound sales efforts with precision and speed.
Track technology stacks & find decision makers with BuiltWith to Google Sheets
The Builtwith TechLead Tracker automates the process of gathering competitive intelligence and technical data on prospective clients. By leveraging the Builtwith API, this automation identifies the specific software, frameworks, and tools installed on any target website and centralizes that information directly into a Google Sheet. Sales and marketing teams can use these insights to qualify leads based on their current technology stack, allowing for highly personalized outreach and more effective sales pitches. Instead of manual research, your team receives a structured list of leads categorized by the technology they use, such as specific e-commerce platforms, analytics tools, or advertising networks. This workflow transforms raw technical data into a strategic asset, helping your business identify market gaps, track competitor usage, and prioritize high-value accounts that are most likely to convert. By eliminating the manual data entry associated with technical prospecting, your team can focus on closing deals rather than searching for domain details.
Monitor lead response time SLA breaches with Google Sheets & Telegram alerts
Maintaining service level agreements (SLAs) is critical for customer retention and operational excellence, yet manual monitoring often leads to overlooked deadlines and reactive crisis management. The SLA Breach Alerts automation provides a proactive solution by continuously monitoring your operational data stored in Google Sheets. It automatically identifies records that have exceeded their target response times or completion deadlines and sends immediate notifications via Telegram to the relevant stakeholders. By implementing this workflow, your business moves from manual oversight to automated accountability. Managers no longer need to manually audit spreadsheets to find missed targets; instead, the system pushes critical information to them in real-time. This ensures that every delay is addressed immediately, preventing minor lapses from becoming major customer satisfaction issues. The automation acts as an early warning system, allowing your team to maintain high standards of service consistently. Whether you are managing support tickets, lead follow-ups, or project milestones, this tool provides the visibility needed to optimize performance and protect your brand reputation.
Enrich new Discourse members with Clearbit then notify in Slack
This sales automation streamlines your lead qualification process by instantly enriching incoming data with deep firmographic insights. When a new lead enters your pipeline via a webhook—such as a website form or a lead magnet—the system automatically queries Clearbit to retrieve essential details like company size, industry, revenue, and key contact information. By eliminating manual research, your sales representatives can focus entirely on high-value conversations rather than data entry. The automation applies custom filters to ensure only qualified prospects reach your team, preventing noise and notification fatigue. Once a lead meets your specific criteria, the system sends a comprehensive alert directly to a designated Slack channel. This ensures that your account executives have all the context they need to reach out immediately while the prospect is still warm. By connecting your lead sources to your communication tools, you create a seamless bridge between marketing interest and sales action, significantly increasing your conversion rates and shortening the sales cycle.
Automated cold email campaign with Google Sheets, email verification & SMTP
The Cold/Warm Email Automation workflow transforms your lead generation process from a manual struggle into a streamlined, high-output engine. By integrating Google Sheets with the Hunter email verification platform, this automation ensures your outreach is both targeted and deliverable. It eliminates the tedious task of manually searching for contact information and validating email addresses, allowing your sales team to focus entirely on closing deals rather than data entry. The system intelligently distinguishes between new prospects and existing leads, ensuring that your communication remains relevant and timely. Whether you are running a cold outreach campaign or nurturing warm leads, this automation maintains a consistent flow of communication, reduces bounce rates, and significantly increases your chances of landing in the primary inbox. By automating the repetitive steps of the sales funnel, businesses can scale their outreach efforts without increasing headcount, resulting in a more predictable pipeline and higher conversion rates.
Get information about a company with UpLead
Stop wasting valuable hours on manual prospect research. This automation allows your sales and marketing teams to instantly retrieve comprehensive company intelligence using the power of UpLead. By simply entering a company name or domain, you can access critical insights such as industry classification, revenue estimates, employee counts, and headquarters location. This process eliminates the tedious task of scouring the web for firmographic data, allowing your team to focus on high-value activities like relationship building and closing deals. When deployed as a Runwork app, this workflow provides a clean, user-friendly interface for your entire team to access premium data without needing to navigate complex databases. It ensures data consistency across your organization and empowers account executives with the intelligence they need to personalize their outreach effectively. Whether you are qualifying a new batch of leads or preparing for a high-stakes discovery call, this tool provides a competitive edge by putting accurate, real-time business intelligence at your fingertips.
Capture and schedule HVAC leads with OpenAI, Google Sheets, Slack and SMS
Capture and schedule HVAC leads with OpenAI, Google Sheets, Slack and SMS
Create consulting client onboarding tasks with AI, Google Sheets and Slack
Create consulting client onboarding tasks with GPT-4o-mini, Google Sheets and Slack
Why Runwork for Sales
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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