Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
When a customer fills out your intake form, their info automatically flows into both your CRM and QuickBooks. You stop copying names, emails, and phone numbers by hand across three different tabs.
Save 4 hours/week on manual data entry and eliminate duplicate customer records across your tools.
Saves ~4 hrs/week
Every new lead that enters a Gro AI campaign gets logged as a row in your Coda (an all-in-one doc and database tool) pipeline tracker with their stage, score, and last activity date. Your team sees the full pipeline in one place without switching between tools. You can filter by score, industry, or campaign in seconds.
Save 3 hours/week on pipeline reporting and spot stalled deals 3x faster with a live tracker.
Saves ~3 hrs/week
When you mark a lead as 'won' in Gro AI, Make automatically creates a new customer record in QuickBooks Online (your accounting software). You skip the manual data entry step between closing a deal and sending the first invoice. Your billing starts the same day the deal closes.
Save 2 hours/week on admin work and send your first invoice the same day you close a deal.
Saves ~2 hrs/week
When a lead with a top Gro AI score replies to your campaign, Make sends an instant alert to your Respond.io (a team messaging and inbox tool) shared inbox. The right salesperson sees the reply in seconds, not hours. You stop losing deals to slow response times.
Cut average response time from 4 hours to under 30 minutes and close more deals from warm replies.
Saves ~3 hrs/week
Every time a Gro AI campaign event happens — a send, open, or reply — Make logs it to a database that Metabase (a data dashboard tool) reads in real time. You see which campaigns are working and which ones to kill without digging through spreadsheets. Your whole team can check the dashboard on any screen.
Save 3 hours/week on reporting and cut underperforming campaigns 2x faster with live data.
Saves ~3 hrs/week
Before Gro AI sends a campaign message, Make pulls the lead's job title and company from Gro AI, sends it to ChatGPT (an AI writing tool), and gets back a personalized first line. That custom intro gets added to your message template automatically. Your outreach feels hand-written even when you're reaching 500 people at once.
Save 6 hours/week on copywriting and increase reply rates by up to 30% with personalized openers.
Saves ~6 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 finds a promising prospect, Make pulls that company's funding history and employee count from Crunchbase automatically. You see the full picture before you ever send a message. This helps you personalize your outreach and skip companies that aren't a good fit.
Save 5 hours/week on research and increase reply rates by targeting better-fit accounts.
Saves ~5 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
When someone fills out a lead form on your Unbounce landing page, this automation adds their contact info directly to a Notion database. You get a clean, always-updated lead list without opening Unbounce, exporting anything, or pasting a single row.
Save 3 hours/week and cut lead response time from days to minutes.
Saves ~3 hrs/week
After someone registers for your event in Eventbrite, this automation copies their name, email, and ticket info into Coda (a flexible database and doc tool you can use as a lightweight CRM). You stop downloading CSV files and pasting rows into another tool after every event.
Save 2.5 hours per event and follow up with attendees within minutes of registration.
Saves ~3 hrs/week
When you update a Notion page — like marking a project 'In Progress' — this automation creates a matching task in Todoist (a personal task manager) with the right due date and details. You stop re-reading Notion pages and retyping tasks into your to-do list.
Save 2 hours/week and never miss a follow-up task from a project update again.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
