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 Stripe payment fails, Chargebee takes over with smart dunning — analyzing failure reasons, retrying at optimal times, and sending customized reminders.
Recover 10-25% of failed payments through smarter retry timing, reducing involuntary churn.
When Stripe sends a payout, the payout is recorded in QuickBooks and processing fees go to the correct expense account. Accurate profit numbers without manual calculation.
Processing fees are automatically categorized, giving you accurate profit margins.
Every Stripe payment creates a matching QuickBooks sales receipt with correct customer, amount, and method. Handles refunds as credit memos too.
QuickBooks matches Stripe in real time, cutting monthly reconciliation from hours to minutes.
When a support agent opens an Intercom conversation, HubSpot data pulls in: deal stage, lifetime value, plan tier. Support prioritizes high-value customers.
Support agents instantly see customer value and deal status for faster, personalized responses.
When a customer starts an Intercom conversation, a HubSpot service ticket is created. Support and sales share one view of every customer interaction.
Sales and support share a complete picture of every customer.
When a HubSpot deal has no activity for a set number of days, the contact automatically receives a Cal.com booking link to reschedule a conversation.
Stale deals get an automatic nudge with a one-click booking link, recovering lost conversations.
When someone books through Cal.com, their HubSpot contact is created/updated and the meeting logs as a deal activity. Booking form answers become contact properties.
Every Cal.com booking instantly becomes a tracked CRM activity with full context.
When someone registers for your Eventbrite event, their contact record is created or updated in HubSpot and added to an event-specific list.
Every event registrant becomes a CRM contact instantly for targeted nurturing.
When you create a Zoom webinar, personalized invitations go to specific HubSpot lists. After the webinar, attendance data updates each contact's record.
Webinar invites reach the right audience and post-event follow-ups are tailored to attendance.
When a prospect books through HubSpot, Zoom meeting is created with the link added to the invite. After the call, the recording logs to the HubSpot contact record.
Every sales meeting is automatically created, recorded, and linked to the right contact.
When a deal moves to a specific stage, a personalized follow-up email is sent from your Gmail with deal details. Consistent follow-up timing without relying on reps to remember.
Every prospect gets a timely, personalized follow-up at each deal stage.
Every email you send or receive in Gmail that matches a HubSpot contact gets logged to their timeline automatically. Full conversation history visible to your whole team.
Complete email history is visible to your entire team in HubSpot, making handoffs seamless.
Our AI CTO can walk you through implementation, or connect you with a STOA consultant for hands-on help.
