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
When someone fills out a form on your Unbounce landing page, this workflow immediately creates a follow-up task in Todoist and logs the lead in a Notion database. You get a reminder within minutes — not hours — so you reach out while the prospect is still warm. Fast follow-up can double your reply rate.
Follow up with every new lead within 10 minutes and increase reply rates by up to 50%.
Saves ~2 hrs/week
When a prospect hasn't replied in 5 days, this workflow uses ChatGPT to draft a short, personalized follow-up message and sends it through Respond.io. You review and approve each message before it goes out, so you stay in control. This cuts the time you spend writing follow-ups from 20 minutes to 2 minutes per prospect.
Save 3 hours/week on follow-up writing and re-engage 30% more cold prospects.
Saves ~3 hrs/week
Use CatDoes to build a custom landing page or micro-site with a real backend for capturing leads or selling a product. Then use Make (a workflow automation tool) to connect your new app to Unbounce Smart Copy to generate and test different headline variations automatically. You find the message that converts best without hiring a copywriter or developer.
Increase landing page conversions by 20–30% by testing copy variations automatically each week.
Saves ~3 hrs/week
Use CatDoes to build a custom lead capture form or mini-app, then connect it to n8n (a workflow automation tool) to automatically send new leads to your CRM or email list. You get a branded app that collects exactly the info you need, without paying for a generic form tool. New leads flow into your system the moment someone submits.
Capture and route leads automatically and save 3 hours/week on manual data entry.
Saves ~3 hrs/week
When someone registers for your event on Eventbrite (an event ticketing platform), Make automatically sends them a Google Meet link for the follow-up Q&A call. The link gets added to their confirmation email without you lifting a finger. Your attendees feel taken care of and your no-show rate drops.
Save 2 hours per event and increase follow-up call attendance by sending instant, automatic invites.
Saves ~45 min/week
When you publish a new event in Eventbrite, Make grabs the event details and creates a scheduled post in Meta Business Suite for both Facebook and Instagram. Your followers see the event right away without you writing a separate social post.
Promote every new event on social media within 15 minutes of publishing — no extra work.
Saves ~1 hr/week
When someone submits a catering inquiry through a Cognito Forms (an online form builder) form on your website, Make pulls your available dates and pricing from Toast and sends an automatic reply with a quote. You respond to leads in minutes instead of days. Faster replies mean more booked events.
Respond to catering leads in under 5 minutes and book 20% more events by beating competitors to the reply.
Saves ~3 hrs/week
When a customer opts in during a Tidio chat, their email address goes straight into Mailchimp (an email marketing tool). You build your list without any manual exports or imports. New subscribers get your welcome email right away.
Grow your email list 20% faster and save 2 hours/week on contact management.
Saves ~2 hrs/week
When a visitor starts a chat on your website and shares their contact info, Tidio sends that data straight to HubSpot. You stop copying names and emails by hand. Every lead lands in your CRM (customer relationship management system) within seconds.
Save 3 hours/week on manual data entry and follow up with new leads 24 hours faster.
Saves ~3 hrs/week
When you're thinking about a rebrand, use Namechk to test new name ideas before telling anyone. Once you pick the right name, update your HubSpot CRM (a tool that stores all your customer and contact info) with the new brand details. This keeps your team and your contacts on the same page.
Complete a rebrand name check in 10 minutes and update your whole team in HubSpot the same day, saving 4 hours of back-and-forth.
Saves ~1 hr/week
Once Namechk confirms your brand name is available, use Dub to create short branded links (web addresses you shorten and customize) for your social profiles and website. This lets you share one clean link in your bio or emails that points anywhere you need.
Launch a new brand with consistent links across all platforms in under 30 minutes instead of a full day of setup.
Saves ~2 hrs/week
Use Namechk to look up competitor brand names and see which platforms they haven't claimed yet. Log your findings in Notion so your team can track opportunities and gaps. This helps you spot naming strategies that work in your market.
Cut brand research time by 3 hours per project by centralizing all name availability data in one Notion doc.
Saves ~1 hr/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
