Weekly Reports – Generate Google Sheets dashboards with KPIs 📊 Weekly reporting is a vital…

CS Handoff – Alert CS on Successful Sale for Onboarding with Salesforce Automation 🚀 Ensuring…

Customer Notes – Sync CRM Notes into Slack Threads for Salesforce Automation Managing customer information…

Sales Notifications – Real-time Slack alerts on big opportunities 🚀 Sales teams thrive on timely…

Team Assignment – Round-robin Task Assignment: Automate with Asana Workflows Assigning tasks fairly and efficiently…

Unsubscribe Handling: Auto-remove Emails from Campaigns on Request In today’s fast-paced email marketing environment, managing…

Task Capture – Convert form submissions into tasks Capturing tasks automatically from user input forms…

Lead Scoring Automatically Assign Scores Based on Lead Activity with HubSpot and Automation Workflows In…

Ticket Status Sync: How to Automate Updates to CRM or Airtable from Zendesk Keeping your…

Cross Table Lookups – Simulate joins using automation Imagine you’re working with Airtable and need…