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 you have a new business name idea, run it through Namechk first to confirm the username is open everywhere. Then build your site on Wix only after you know the name is yours to claim. This keeps your brand consistent from day one.
Avoid costly rebrands by confirming name availability in 5 minutes before investing in a website build.
Saves ~45 min/week
Before you spend money on a domain, use Namechk to search your business name across 100+ platforms at once. Then use Namecheap Sitemaker to register the domain you want. This stops you from picking a name that's already taken on Instagram, X, or TikTok.
Save 2 hours per brand launch by checking all platforms in one search instead of visiting each site manually.
Saves ~30 min/week
Build a custom Vue.js form on your website that collects lead info and sends it straight to HubSpot CRM (a tool that stores and tracks your sales contacts). You control exactly what fields you collect and how the form looks — no generic embed code. New leads show up in HubSpot automatically so your team can follow up fast.
Get new leads into your CRM in under 60 seconds and save 3 hours/week on manual data entry.
Saves ~3 hrs/week
The moment someone submits your Tally form, they get a personalized welcome or confirmation email through Mailchimp. You look professional and responsive without writing a single email yourself.
Respond to every new lead in under 2 minutes and save 2 hours/week on manual email follow-ups.
Saves ~2 hrs/week
When someone fills out your Tally contact or lead form, their info goes straight into your CRM (customer relationship management software) without you lifting a finger. You stop copying names and emails by hand, and new leads get into your pipeline in seconds.
Save 3 hours/week on manual data entry and follow up with new leads within minutes instead of days.
Saves ~3 hrs/week
Right after someone submits your Google Form — a quote request, sign-up, or intake form — they get an automatic welcome or confirmation email through Mailchimp. You write the email once and it goes out every time, 24/7. This makes your business look responsive even when you're busy.
Respond to every new inquiry in under 2 minutes and save 2 hours/week on manual follow-up emails.
Saves ~2 hrs/week
When someone fills out your Google Form, their info goes straight into your CRM (customer relationship management software) — no copy-pasting needed. You set up a connector that watches for new form responses and creates a new contact automatically. This keeps your lead list clean and up to date without any manual work.
Save 3 hours/week on manual data entry and follow up with new leads the same day they contact you.
Saves ~3 hrs/week
Right after a customer pays in Square, this automation sends them a text or email asking for a Google review. You catch customers when they are happiest — right after a good experience. More reviews mean more people find your business online.
Get 10-15 new reviews per month and improve your local search ranking in 60 days.
Saves ~2 hrs/week
Every time someone buys from you in Square, their name and email get added to your Mailchimp audience (your list of email contacts). You can then send them a welcome email, a loyalty offer, or a review request — without copying and pasting anything. This turns every sale into a marketing opportunity.
Grow your email list by 20+ contacts/month and bring back customers without any extra work.
Saves ~1 hr/week
When a contact fills out a Typeform survey (an online form tool), their answers automatically add tags (labels) to their profile in Mailchimp. You can then send targeted emails to each group based on what they told you. This means the right message goes to the right person every time.
Save 2 hours/week on manual list sorting and boost email open rates by up to 15% with targeted messaging.
Saves ~2 hrs/week
When someone buys from your Shopify store, they automatically get added to a Mailchimp welcome email series. You set it up once, and new customers get a warm intro to your brand without you lifting a finger. This keeps new buyers engaged and coming back.
Save 3 hours/week on manual list updates and increase repeat purchases by staying top-of-mind with new customers.
Saves ~3 hrs/week
When a Stripe payment fails due to an expired card, Resend sends a friendly email with a link to update payment info. Recover revenue from involuntary churn.
Recover up to 30% of failed payments automatically.
Saves ~45 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
