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 a new contact lands in HubSpot, Tendem's AI-plus-expert network researches the company, fills in missing firmographic data (industry, employee count, revenue range), and pushes the enriched record back to HubSpot before your team arrives in the morning. No manual LinkedIn digging, no guesswork.
Save 4 hours/week per rep on research and increase email response rates by targeting the right contacts with accurate data.
Saves ~4 hrs/week
When a Salesforce opportunity stays in the same stage for 5 or more days, this workflow automatically creates a follow-up task for the deal owner and posts a summary in Slack. Deals stop stalling without managers having to police the pipeline.
Move 20% more deals out of stalled stages and recover an average of 5 hours per week in pipeline review meetings.
Saves ~5 hrs/week
This workflow checks Pipedrive every morning for leads that haven't had an activity logged in 3 days and sends a direct Slack message to the deal owner. No lead can fall silent without your rep getting a nudge.
Cut stalled leads by 50% and recover an estimated 2 extra deals per month through faster follow-up.
Saves ~2 hrs/week
Every new Square transaction creates or updates a contact in Zoho CRM with the customer's name, email, purchase total, and visit date. Your team can see a full purchase history without ever leaving the CRM, and you can trigger loyalty follow-ups the same day without any manual work.
Build a full CRM history for every customer automatically and recover an estimated 1 extra repeat visit per week through timely follow-ups — saving 75 minutes of manual entry.
Saves ~1 hr/week
Define your ideal customer profile in Crustdata—industry, headcount, and funding stage—and automatically push matching companies into Airtable every day. Your sales team always starts from a current list, not a six-month-old spreadsheet.
Cut prospect research time by 3 hours/week and keep your list accurate without any manual updates.
Saves ~3 hrs/week
When a new contact is added or updated in HubSpot, this workflow checks their tags and pipeline stage, then adds or moves them to the right Mailchimp audience segment. No manual CSV exports, no stale lists, and no missed nurture sequences. Your email campaigns always reach the right people.
Keep your email list current in real time and recover at least 3 hours/week spent on manual list management.
Saves ~3 hrs/week
When a known visitor (someone who has already given you their email) returns to your site and views a high-value page, Croct fires a webhook to Make, which creates a task in Todoist for your sales rep. Your team gets a nudge to follow up while the prospect is still warm. You stop letting hot leads go cold.
Follow up with returning leads within 1 hour and increase close rates by acting on real buying signals.
Saves ~1 hr/week
Before a contract is sent for signature in DocuSign, your team runs the relevant clauses through Regulus by Cumbuca to check for conflicts with Brazilian Central Bank rules. Any flagged issues are posted to a Microsoft Teams channel so your compliance officer can review and approve before the document goes out.
Catch regulatory conflicts before signing and cut manual contract review time by 3 hours per deal.
Saves ~3 hrs/week
Mindra agents connect to LinkedIn Sales Navigator daily, pull new leads that match your ideal customer profile, and add them to HubSpot with the right tags, company info, and a first-contact email already queued up. You wake up to a CRM that has been updated overnight.
Save 150 minutes per week on LinkedIn lead management and cut lead-to-first-contact time from days to under 1 hour.
Saves ~3 hrs/week
Every time a new contact lands in your CRM, Make automatically creates a matching page in Notion (your team's shared workspace) with all their details pre-filled. Your team sees the customer info right where they do their work — no copy-paste needed.
Save 3 hours/week on manual contact setup and give your team instant access to fresh customer data.
Saves ~3 hrs/week
When a prospect replies to your Gro AI campaign, a follow-up task automatically appears in Todoist (your to-do list app) with the lead's name and a due date set for 24 hours later. You never let a warm reply go cold again. Your whole team stays on top of next steps without a manager chasing anyone down.
Save 2 hours/week managing follow-ups and close 15% more deals by responding faster.
Saves ~2 hrs/week
When Gro AI scores a lead as high-priority, that contact automatically lands in your Notion database with their name, company, and score. You stop copying and pasting contact info by hand. Your sales team always knows who to call first.
Save 4 hours/week on data entry and follow up with top leads 2x faster.
Saves ~4 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
