Discover workflows that save your business time and money. See which tools work together and how to set them up.
17 automations found in Close Deals & Manage Relationships
When someone pays you through PayPal Business for the first time, this workflow adds their contact info to Notion as a new customer record. You build your client list without lifting a finger and never lose a paying customer's details.
Capture 100% of new customer contacts automatically and save 2 hours/week on manual data entry.
Saves ~2 hrs/week
When a visitor on your site asks about pricing or mentions a large order in Tidio chat, a message fires instantly in your team's Slack channel. Your sales rep can jump in within minutes instead of hours. You stop losing big deals because no one saw the chat in time.
Respond to high-value leads in under 5 minutes and close 15% more deals from chat.
Saves ~2 hrs/week
When a sales call ends, Fathom's summary and next steps automatically update the matching deal in Pipedrive (a sales pipeline tool). Your deal stages, notes, and follow-up tasks stay current with zero manual work. Your sales team spends more time selling and less time doing admin.
Save 4 hours/week across your sales team on CRM updates and close deals 1 week faster by keeping every deal record accurate and up to date.
Saves ~4 hrs/week
After every sales or client call, Fathom automatically pushes the meeting transcript, summary, and action items into the matching contact record in HubSpot. Your CRM (customer relationship management software) stays current without any manual data entry. Every rep has full context before their next call.
Save 3 hours/week on CRM data entry and give your whole team a complete, accurate history of every client conversation.
Saves ~3 hrs/week
When a new lead emails you, this workflow creates a contact in your CRM right away. You stop copying names, emails, and phone numbers by hand. Every lead gets logged fast, so nothing falls through the cracks.
Save 3 hours/week on data entry and follow up with every new lead within minutes.
Saves ~3 hrs/week
When you email a new contact in Gmail, this automation adds them to your CRM (customer relationship management software — the tool that tracks your leads and clients) without any copy-pasting. You keep your contact list current without thinking about it. No more lost leads because you forgot to add someone.
Save 2 hours/week on data entry and keep your CRM 90% more up to date.
Saves ~2 hrs/week
When your sales team adds a new lead in HubSpot CRM (a tool for tracking customer relationships), that contact automatically appears in your Mailchimp audience. You stop copying contacts by hand between two systems. Your marketing emails reach new leads fast, while the sale is still fresh in their mind.
Save 3 hours/week on manual data entry and reach new leads with a marketing email within minutes of them entering your CRM.
Saves ~3 hrs/week
When someone books through Cal.com, their HubSpot contact is created/updated and the meeting logs as a deal activity. Booking form answers become contact properties.
Every Cal.com booking instantly becomes a tracked CRM activity with full context.
Saves ~30 min/week
When a prospect books through HubSpot, Zoom meeting is created with the link added to the invite. After the call, the recording logs to the HubSpot contact record.
Every sales meeting is automatically created, recorded, and linked to the right contact.
Saves ~35 min/week
Every email you send or receive in Gmail that matches a HubSpot contact gets logged to their timeline automatically. Full conversation history visible to your whole team.
Complete email history is visible to your entire team in HubSpot, making handoffs seamless.
Saves ~40 min/week
When you add or update a contact in HubSpot, the matching customer record in QuickBooks updates automatically. No more mismatched records.
Customer records stay identical in both systems, eliminating mismatched data.
Saves ~30 min/week
When a Stripe invoice is paid or overdue, the matching HubSpot deal record updates with the payment status. Your sales team always knows who has paid.
Your sales pipeline reflects real payment status in real time.
Saves ~30 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
