Discover workflows that save your business time and money. See which tools work together and how to set them up.
46 automations found in Close Deals & Manage Relationships
When an agent moves a deal to the Quote Sent stage in HubSpot, this workflow automatically generates a branded proposal in PandaDoc with the correct coverage details and sends it to the prospect for e-signature. You remove the back-and-forth of manually creating and sending documents.
Cut proposal creation time from 30 minutes to under 2 minutes and give every prospect a signed-ready document the same day they reach the quote stage.
Saves ~4 hrs/week
This workflow reads your Zoho CRM for policies renewing in the next 60 days, adds those clients to a Mailchimp renewal email sequence, and logs each touchpoint back on the CRM contact record. Agents see exactly who has been contacted without doing any manual tracking.
Retain 10% more policies per year by reaching every client 60 days before renewal and logging every touchpoint automatically.
Saves ~3 hrs/week
When a prospect fills out a quote request form on your website, this workflow creates a contact and opens a deal in your CRM in seconds. Your agents get a notification with everything they need to call the prospect back right away.
Respond to every new quote request in under 10 minutes and never lose a lead to a slow response again.
Saves ~2 hrs/week
The moment a rep marks a deal as Closed-Won in Pipedrive, this workflow creates and sends a QuickBooks invoice to the client with the correct line items pulled from the deal. You get paid faster without chasing anyone to raise an invoice.
Cut the gap between deal close and invoice delivery from 3 days to under 5 minutes and get paid up to 4 days sooner.
Saves ~2 hrs/week
When you save a new lead in LinkedIn Sales Navigator, this workflow creates a contact in Pipedrive, assigns it to the right sales rep based on company size or region, and opens a new deal in the correct pipeline stage. No data entry, no dropped leads.
Save 3 hours/week per rep on manual entry and make sure every LinkedIn prospect gets a follow-up within 24 hours.
Saves ~3 hrs/week
After every sales or client call, Fireflies AI creates a call summary and action items. This workflow pushes that summary directly to the matching HubSpot deal so your team always knows what was said — no manual note-taking needed.
Give every rep back 3 hours/week and keep 100% of your deal records accurate without a single manual update.
Saves ~3 hrs/week
This workflow checks Canvas LMS daily for students whose course access expires in 30 days, then adds them to a targeted ActiveCampaign re-enrollment sequence. You stop losing students simply because no one remembered to reach out.
Recover an average of 15% more re-enrollments per cohort by reaching students 30 days before their access expires.
Saves ~2 hrs/week
When a prospective student fills out a program-interest form, this workflow scores them based on their answers, adds them to your CRM with the right program tag, and alerts the correct admissions rep. High-score leads go to the top of the queue automatically.
Cut your lead response time from 24 hours to under 10 minutes and increase enrollment conversions by following up with the right leads first.
Saves ~3 hrs/week
When a student enrolls in a course on LearnWorlds, this workflow creates a contact in HubSpot and enrolls them in a welcome email sequence. Your admissions team gets a complete view of every student from day one without any copy-pasting.
Save 90 minutes/week on data entry and reach every new student within 5 minutes of enrollment.
Saves ~2 hrs/week
When a new lead lands in Apollo.io—whether from a web form, an outbound campaign, or a LinkedIn import—it gets scored by company size and industry, then pushed into Pipedrive with the right rep assigned. Slack sends that rep an instant notification so they can act while the lead is still warm. No more round-robin spreadsheets or guessing who should own a new deal.
Reduce lead assignment time from hours to under 2 minutes and ensure every inbound lead is claimed within 10 minutes.
Saves ~2 hrs/week
When a new lead enters HubSpot and nobody logs a follow-up within 48 hours, Make automatically sends a Slack message to the responsible rep with the lead's name and contact details. Reps no longer have to manually scan their pipeline for stale contacts—the alert comes to them. You can customize the delay to match your sales cycle.
Eliminate cold-lead drop-off and recover an estimated 2 deals per month that would otherwise go uncontacted.
Saves ~1 hr/week
My AI Front Desk handles your website chat and phone line, qualifies each visitor by practice area and urgency, then books consultations directly into your Calendly. Every lead is logged in Zoho CRM with the conversation summary so your attorneys walk into every call fully briefed.
Book 40% more consultations per month and cut intake time from 15 minutes to under 2 minutes per prospect.
Saves ~4 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
