Discover workflows that save your business time and money. See which tools work together and how to set them up.
72 automations found in Find & Win Customers
New leads fill out a Typeform. A Google Antigravity AI agent reads each submission, scores it on fit (budget, company size, need), and logs only qualified leads to HubSpot with a priority tag. Your sales team sees 'hot', 'warm', or 'not a fit' labels the moment a lead arrives — no manual review required.
Save 5 hours/week on lead review and focus your team on the 30% of leads most likely to close.
Saves ~5 hrs/week
When someone fills out a Facebook Lead Ad form, their details flow instantly into HubSpot as a new contact and trigger a personalized follow-up email through Mailchimp. There is no manual export, no CSV upload, and no wait—your lead gets a response in minutes. This is especially useful for fitness studios running class-enrollment or free-trial campaigns.
Cut lead response time from 24 hours to under 5 minutes and save 3 hours a week on manual data transfer.
Saves ~3 hrs/week
When someone fills out your contact form, they get added to a targeted email sequence in ActiveCampaign within seconds—no copy-pasting required. The sequence sends three follow-up emails over five days, keeping your business top of mind before the lead goes cold. You set it up once and every new inquiry gets the same fast, professional response.
Respond to every new lead within 60 seconds and save 45 minutes a week on manual list management.
Saves ~45 min/week
My AI Front Desk answers every call, text, and web chat that comes in after hours, qualifies the lead, and books appointments directly into your Calendly calendar. New contacts are automatically pushed to HubSpot so no lead ever slips through the cracks.
Convert up to 35% more after-hours inquiries into booked jobs and reclaim 5 hours/week your team spent on call-backs.
Saves ~5 hrs/week
When a deal moves to 'Demo Scheduled' in Pipedrive, Tendem automatically researches the prospect's company — recent news, tech stack, and hiring signals — and drops a formatted briefing note directly into your Slack channel so your rep walks in prepared.
Cut demo prep from 30 minutes to under 2 minutes and help reps close 20% more deals with sharper, tailored conversations.
Saves ~3 hrs/week
When a new lead enters HubSpot, this workflow sends their profile to an AI model that scores them on fit and intent, then routes high-scoring leads directly to the right sales rep with a personalized outreach draft. Low-score leads go into a nurture sequence automatically.
Cut lead response time for top prospects from 2 hours to under 5 minutes and increase qualified pipeline by 25%.
Saves ~5 hrs/week
The moment a new lead enters HubSpot — from a form, chat, or ad — this workflow adds them to the right Mailchimp sequence based on their lead source. Every lead gets a timely first touch, even when your sales team is busy.
Contact every new lead within 5 minutes and increase your trial-to-close rate by up to 30%.
Saves ~3 hrs/week
Dreamwork scans 73,000+ live tech roles each night, scores each one against your candidates' resumes using a 6-axis fit model, and builds a ready-to-send application pack. A Make automation emails each candidate their personalized pack via Mailchimp and logs the match results to Airtable for your team to review.
Place candidates 5 days faster on average and save your team 4 hours of manual matching work each week.
Saves ~4 hrs/week
As soon as you add a new property row to Airtable, Magic turns the listing photos into a branded video walkthrough. Share it on social media the same day the listing goes live—before competitors even schedule their shoot.
Get a professional listing video for every property in under 15 minutes at a fraction of traditional video costs.
Saves ~5 hrs/week
Set up a company watchlist in Crustdata and get an instant Slack message the moment a tracked company closes a funding round. Reach out while the news is fresh and budgets are open—before your competitors do.
Reach high-value prospects within hours of a funding announcement and turn the timing advantage into more booked meetings with warm, relevant outreach.
Saves ~2 hrs/week
When a new lead lands in HubSpot, this workflow pulls fresh company and funding data from Crustdata and fills in employee count, industry, and growth signals automatically. Your sales team starts every call with the full picture—no manual research required.
Save 2 hours/week on pre-call research and cut sales prep time by 50%.
Saves ~2 hrs/week
When a customer completes a purchase through Shopify Payments, this workflow instantly creates or updates their record in HubSpot and enrolls them in the right Klaviyo post-purchase email sequence based on what they bought. You build a customer relationship from the very first order without touching a keyboard.
Automatically enroll 100% of buyers in follow-up sequences and save 3 hours/week on manual data entry.
Saves ~3 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
