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
Before a sales call, you drop a company name into KarmaBox and an agent pulls funding history, company size, and recent news from Crunchbase (a business database with company profiles and funding data). The agent writes a one-page brief and saves it to Notion so you walk into every call prepared.
Save 3 hours/week on pre-call research and close deals faster with better preparation.
Saves ~3 hrs/week
Every time CartGhost closes a sale through WhatsApp, this workflow adds the customer to your Notion database (a flexible tool for organizing business data). You build a simple customer list with purchase history, contact info, and recovery notes — all without typing a single entry.
Build a complete recovered-customer database automatically and save 2 hours/week on data entry.
Saves ~2 hrs/week
This workflow uses n8n (an open-source automation tool you host yourself) to check your prospect list every week and send a series of 3 follow-up messages over 15 days through Respond.io. Each message is spaced out automatically — you set it up once and it runs on its own. This is ideal if you have a steady stream of inbound leads and want a repeatable outreach process.
Run a 3-touch follow-up sequence for every prospect automatically and save 5 hours/week on manual outreach.
Saves ~5 hrs/week
This workflow pulls all your open prospects into a Coda table (a spreadsheet-style database) and flags anyone who hasn't been contacted in more than 4 days. Every morning, you get a summary of exactly who to call or email that day. You stop relying on memory and start working a real system.
Cut missed follow-ups to zero and save 2 hours/week on prospect list management.
Saves ~2 hrs/week
When a prospect hasn't responded in 3 days, this workflow automatically creates a follow-up task in Todoist so nothing slips through the cracks. You get a reminder with the prospect's name, last contact date, and a suggested message. No more mental tracking of who needs a nudge.
Follow up with 100% of prospects on time and close 2-3 more deals per month.
Saves ~2 hrs/week
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
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
