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Our Workflow Templates

This section showcases our automated workflow processes and workflow automations driven by AI agents

Lead Tracking System for HubSpot with Automated Notifications via Gmail & Slack

This workflow automatically captures new leads from a Google Sheet, creates a contact in HubSpot, and instantly sends notification alerts to both a Slack channel and a Gmail inbox. Furthermore, it checks if a "hot" lead has been contacted after a delay and sends a follow-up reminder email if the lead remains unaddressed.

2

Automated B2B Lead Generation & Cold Emails with OpenAI, Apify, Gmail & Telegram

This workflow automates the entire B2B lead generation and outreach process from data collection to email delivery.Once you enter your search keyword and location, the system scrapes business details using Apify, filters valid websites, and extracts email addresses with AI. Each lead is then enriched and logged in Google Sheets.The workflow automatically composes a personalized cold email based on your preferred tone (friendly, simple, or professional) and sends it through Gmail with short delays between each message to avoid spam filters.You’ll also receive Telegram notifications to monitor progress and any leads that fail to send.

3

Smart Lead Qualification & Routing from Typeform to HubSpot with Data Enrichment

This workflow automates the full lead management process from form submission to CRM enrichment. It captures Typeform leads via webhook, verifies emails with Hunter.io, enriches company data through Abstract API, scores and routes leads intelligently into HubSpot as “Qualified” or “Nurture,” and triggers Slack and Google Sheets updates. It eliminates manual data entry and ensures real-time lead prioritization.

More Templates

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