CRM Workflows
Analyze weekly Fireflies sales calls with GPT-4o-mini, Google Sheets and Slack
Description Connect your Fireflies account once and activate the workflow — every Monday at 9AM it runs automatically...
Sync Salesforce leads and opportunities to PostgreSQL with backfill and incremental ETL
Salesforce Leads & Opportunities to PostgreSQL (Backfill & Incremental Sync ETL) This workflow extracts Lead and Oppo...
Invite the Fireflies recording bot to meetings from a one-click form
Description Paste your meeting link into a simple form and submit. The workflow instantly sends your Fireflies record...
Sync Zoho CRM contacts with Beex Contact Center in real time
Summary Automatically syncs your Zoho contacts with Beex Contact Center by handling creation and update events in rea...
Bulk sync products from Google Sheets to Odoo with auto image upload
What Problem Does It Solve? Manually entering hundreds of products from a spreadsheet into Odoo is slow, repetitive,...
Sync Shopify products to Odoo in real time for create and update events
What Problem Does It Solve? Keeping product data consistent between Shopify and Odoo is a major operational challenge...
Detect churn risk from competitor tech adoption using PredictLeads and Gmail
Monitor customers for competitor tech adoption via PredictLeads and alert CSMs to prevent churn. This workflow uses P...
Sync Shopify orders to Odoo sales orders with customer and product mapping
What Problem Does It Solve? Keeping product data consistent between Shopify and Odoo is a major operational challenge...
Analyze sales calls with Whisper transcription, GPT-4o, Airtable and Slack
Submit a call recording and get a full AI powered analysis delivered automatically. Your recording is transcribed wit...
Generate AI sales battle cards with Olostep, Gemini, and Google Docs
AI Sales Battle Card Generator (Research + Personalized Pitch Assets) This n8n template automatically generates high...
Summarize sales calls and update CRM using WayinVideo and GPT-4o-mini
Description Paste any sales call recording URL into a form — this n8n workflow automatically transcribes the call usi...
Generate weekly sales insights with Google Sheets, Gemini AI and Gmail
How it works This workflow automatically generates a weekly sales performance report from Google Sheets data. It runs...
Build a Slack-based CRM assistant with HubSpot and Google Gemini
How it works This workflow creates a Slack based CRM assistant that allows users to query HubSpot data using natural...
Tag high-risk WooCommerce SKUs and send daily alerts to Slack
(Retail) Auto Tag High Risk SKUs This workflow automatically monitors product sales in your WooCommerce store, detect...
Sync HubSpot and Linear customers daily using Snowflake data
HubSpot → Linear Customers Sync Keeps your Linear Customers list automatically in sync with HubSpot CRM data, using S...
Monitor Shopify low-stock items with OpenAI, Google Sheets, Slack and email
(Retail) Supplier Restock Request Trigger This workflow automatically monitors your Shopify inventory, detects low st...
Analyze Retell AI call transcripts with OpenAI and sync insights to HubSpot
Who is this for Sales teams and agencies using Retell AI for voice outreach who want to automatically analyze every c...
Add, update, and fetch contacts from a Notion database by email
🚀 Overview Store, update, and retrieve contacts in a Notion database by sending a JSON payload to an n8n workflow. E...
Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts
Overview This workflow helps sales teams automatically monitor deal health and detect risks early. It pulls deal data...
Monitor WooCommerce inventory daily and send Slack alerts with Supabase
Daily Inventory Monitoring & Reorder System This workflow automatically monitors your WooCommerce store inventory, ca...
Automate service order fulfillment with Claude, Freshworks CRM and SLA escalation
🚀 How it works Fully automates your service order pipeline from incoming booking to supplier confirmation — with bui...
Send contract renewal reminders from HubSpot via Gmail and Slack alerts
How it works This workflow runs on a schedule to monitor HubSpot deals with upcoming contract expiry dates. It filter...
Predict Shopify stockouts with GPT-4o and email suppliers via Gmail
🚀 How it works Runs daily at 06:00 UTC, pulls every Shopify product variant's stock level, calculates real sales vel...
Route product signals from Notion to Jira and Slack backlogs
Description Route captured signals to the right destination with one click. Set a signal’s Route Destination in Notio...
