115+ CRM Workflows
Set of 115 workflows for CRM automation and customer relationship management. Integrations with HubSpot, Salesforce, Zoho, Pipedrive and Airtable. Automatic lead updates, sales call analysis and AI-powered follow-ups.
Features
- Automatic contact creation and updates
- AI analysis of sales calls from transcripts
- Pre-meeting brief generation
- Calendly integration with CRM
- Customer sentiment tracking
- Automatic post-call follow-ups
- Data synchronization between CRMs
- Reports and alerts to Slack
Automate your CRM
This pack contains 115 workflows for CRM process automation. From contact updates to advanced AI analysis of sales calls - everything needed for effective customer relationship management.
Automatic Contact Updates
New Calendly meetings, contact forms, WooCommerce orders - everything automatically goes to your CRM with appropriate tags and statuses.
Sales Call Analysis
AI analyzes transcripts from Fireflies or Zoom recordings. Detects customer objections, identifies buying signals and automatically updates CRM status.
Pre-Meeting Briefs
Before each meeting you receive an automatic brief with customer history, recent interactions and topic suggestions. Delivery via WhatsApp, email or Slack.
Customer Sentiment Analysis
Monitor customer attitudes based on emails and calls. AI detects dissatisfaction before it turns into churn and alerts the appropriate team.
Data Synchronization
Connect data between HubSpot, Salesforce, Pipedrive and other systems. One-way and two-way synchronization with field mapping.